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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
2726
Northeast Financial Group
Pennsylvania
$346K +$384K +968 New
EWM
2727
Elmwood Wealth Management
California
$345K +$112K +281 +41%
CC
2728
Constitution Capital
Connecticut
$344K +$7.94K +20 +2%
SAM
2729
Stone Asset Management
Texas
$342K -$19.5K -49 -5%
SA
2730
Stewardship Advisors
Pennsylvania
$342K +$31K +78 +9%
TSS
2731
Thomas Story & Son
Indiana
$341K – – –
S
2732
SimplyRich
California
$340K – – –
GCM
2733
Gables Capital Management
Florida
$339K +$5.16K +13 +1%
SPC
2734
Stewart & Patten Company
California
$339K +$377K +950 New
FA
2735
Financial Advisors
Massachusetts
$338K +$140K +352 +59%
FPCG
2736
Forum Private Client Group
Indiana
$337K -$20.3K -51 -5%
AWMT
2737
AAFMAA Wealth Management & Trust
North Carolina
$336K +$374K +942 New
CFS
2738
Cannon Financial Strategists
Georgia
$335K -$19.9K -50 -5%
CCM
2739
Cutler Capital Management
Massachusetts
$334K -$1.19K -3 -0.3%
TH
2740
TCTC Holdings
Texas
$334K – – –
FC
2741
Fulcrum Capital
Washington
$332K – – –
UCB
2742
United Community Bank
South Carolina
$332K – – –
CBC
2743
Coombe, Bender & Co
New York
$331K +$1.59K +4 +0.4%
PCM
2744
Pointe Capital Management
Michigan
$329K +$397 +1 +0.1%
IC
2745
Iconiq Capital
California
$327K +$1.19K +3 +0.3%
GA
2746
Greytown Advisors
Florida
$324K -$20.3K -51 -5%
SAM
2747
Sawgrass Asset Management
Florida
$324K – – –
SCM
2748
Stonehearth Capital Management
Massachusetts
$323K – – –
AG
2749
Advocate Group
Minnesota
$322K – – –
ACIM
2750
Azimuth Capital Investment Management
Michigan
$322K +$98.1K +247 +38%
108 109
110
111 112