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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
2726
Columbia Trust
Oregon
$529K -$13K -31 -3%
HCM
2727
Hall Capital Management
Rhode Island
$529K – – –
GS
2728
GTS Securities
Florida
$528K +$499K +1,190 New
TC
2729
Trust Company
Kansas
$527K – – –
VW
2730
Vance Wealth
California
$527K +$138K +329 +38%
SL
2731
SWMG LLC
Texas
$526K +$3.36K +8 +0.7%
AC
2732
Addison Capital
Pennsylvania
$525K +$109K +260 +28%
ACM
2733
Altrius Capital Management
North Carolina
$523K -$62.1K -148 -11%
DOA
2734
D'Orazio & Associates
Virginia
$523K +$420 +1 +0.1%
HBWM
2735
Hollow Brook Wealth Management
New York
$523K – – –
AA
2736
AJ Advisors
Tennessee
$521K – – –
WTB
2737
Washington Trust Bank
Washington
$521K – – –
BFA
2738
Buttonwood Financial Advisors
Maryland
$520K +$492K +1,173 New
TNB
2739
Thomasville National Bank
Georgia
$518K -$4.2K -10 -0.8%
SFG
2740
Socha Financial Group
New York
$517K +$85.2K +203 +21%
WCWM
2741
Willow Creek Wealth Management
California
$517K -$420 -1 -0.1%
SFMG
2742
Sage Financial Management Group
Virginia
$517K – – –
FPCG
2743
Fort Pitt Capital Group
Pennsylvania
$515K -$95.3K -227 -16%
WWP
2744
Waypoint Wealth Partners
California
$515K – – –
IC
2745
Innealta Capital
Texas
$514K +$486K +1,159 New
OCPWS
2746
One Charles Private Wealth Services
Massachusetts
$513K +$4.62K +11 +1%
IWP
2747
Insight Wealth Partners
Texas
$512K -$71.8K -171 -13%
CHP
2748
Cable Hill Partners
Oregon
$507K – – –
BWL
2749
Bogart Wealth LLC
Virginia
$507K +$4.62K +11 +1%
CCM
2750
Compass Capital Management
Minnesota
$507K -$424K -1,011 -47%
108 109
110
111 112