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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
2726
Athena Investment Management
California
$379K – – –
AWA
2727
Artemis Wealth Advisors
New York
$378K +$1.23K +3 +0.4%
SBF
2728
Sara-Bay Financial
Florida
$378K +$2.46K +6 +0.6%
CWM
2729
Curi Wealth Management
North Carolina
$378K +$29.1K +71 +8%
KPF
2730
K2 Principal Fund
Ontario, Canada
$377K -$26.4M -64,553 -98%
1CP
2731
17 Capital Partners
Arizona
$377K – – –
CM
2732
Capital Management
Virginia
$377K – – –
PCM
2733
Palisade Capital Management
New Jersey
$377K – – –
SIA
2734
Strategic Investment Advisors
Michigan
$377K +$410 +1 +0.1%
APW
2735
Acima Private Wealth
Virginia
$377K – – –
FWA
2736
FSC Wealth Advisors
New York
$376K -$12.4M -30,170 -97%
RS
2737
Retirement Solution
Washington
$376K -$209K -511 -34%
TNAM
2738
Terra Nova Asset Management
New York
$375K +$1.23K +3 +0.3%
FPCG
2739
Forum Private Client Group
Indiana
$375K +$224K +547 +122%
CFS
2740
Cannon Financial Strategists
Georgia
$373K +$6.14K +15 +2%
BFA
2741
Bluestem Financial Advisors
Illinois
$372K -$142K -347 -26%
CSIA
2742
Charles Schwab Investment Advisory
California
$372K -$26.6K -65 -6%
ECM
2743
EagleClaw Capital Management
Massachusetts
$372K – – –
SPWM
2744
Straight Path Wealth Management
Michigan
$370K -$269K -657 -40%
WE
2745
Wealth Effects
Massachusetts
$370K -$20.9K -51 -5%
TCM
2746
TD Capital Management
Tennessee
$370K +$1.23K +3 +0.3%
PCMM
2747
Piedmont Capital Management (Montana)
Montana
$368K +$21.7K +53 +6%
MCM
2748
McRae Capital Management
New Jersey
$367K – – –
IRC
2749
Investors Research Corp
Georgia
$364K – – –
MUMSS
2750
Mitsubishi UFJ Morgan Stanley Securities
Japan
$363K +$394K +962 New
108 109
110
111 112