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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
2751
Karpus Investment Management
New York
$463K – – –
TNAM
2752
Terra Nova Asset Management
New York
$463K +$37.5K +94 +9%
FNFDCM
2753
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$462K – – –
NW
2754
Naviter Wealth
Arkansas
$461K +$7.18K +18 +2%
MWP
2755
Meredith Wealth Planning
Illinois
$461K -$4.79K -12 -1%
NCM
2756
Narwhal Capital Management
Georgia
$460K – – –
TIA
2757
Traphagen Investment Advisors
New Jersey
$460K -$154K -386 -22%
LAIC
2758
Lederer & Associates Investment Counsel
California
$459K – – –
EA
2759
Eclectic Associates
California
$457K +$213K +533 +91%
CPA
2760
Capital Performance Advisors
California
$457K -$71.4K -179 -14%
VF
2761
VitalStone Financial
Texas
$456K +$291K +729 +289%
KBFS
2762
Kohmann Bosshard Financial Services
Ohio
$455K – – –
SIA
2763
Sage Investment Advisers
New York
$455K +$399 +1 +0.1%
I
2764
IMPACTfolio
Colorado
$455K +$206K +517 +87%
TPA
2765
Trivium Point Advisory
Connecticut
$452K +$28.3K +71 +7%
OWM
2766
Opes Wealth Management
California
$452K -$7.18K -18 -2%
AMM
2767
American Money Management
California
$452K +$31.1K +78 +8%
SIG
2768
Stonegate Investment Group
Alabama
$451K +$9.97K +25 +2%
CST
2769
Charles Schwab Trust
Nevada
$451K -$179K -449 -29%
MCM
2770
Monarch Capital Management
Indiana
$451K – – –
MCA
2771
Magnolia Capital Advisors
Mississippi
$451K +$16.8K +42 +4%
CNFG
2772
Creegan & Nassoura Financial Group
New Hampshire
$450K – – –
HSWM
2773
Hubbell Strickland Wealth Management
Louisiana
$450K +$38.3K +96 +10%
AT
2774
Arden Trust
Delaware
$449K -$13.2M -33,043 -97%
SIC
2775
SJS Investment Consulting
Ohio
$448K -$89K -223 -17%
109 110
111
112 113