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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
2751
VisionPoint Advisory Group
Texas
$528K +$261K +586 +90%
FFG
2752
Frisch Financial Group
New York
$528K -$91.2K -205 -14%
PVH
2753
Psagot Value Holdings
Israel
$528K -$40K -90 -7%
CIC
2754
Chilton Investment Company
Connecticut
$526K – – –
NWM
2755
Northcape Wealth Management
New York
$526K +$547K +1,230 New
LFP
2756
Lakeshore Financial Planning
Michigan
$525K +$547K +1,229 New
ZIG
2757
Zuckerman Investment Group
Illinois
$525K +$547K +1,229 New
GCA
2758
Greenwood Capital Associates
South Carolina
$524K +$231K +519 +73%
WPWM
2759
Western Pacific Wealth Management
Illinois
$522K -$168K -377 -24%
TNB
2760
Thomasville National Bank
Georgia
$522K +$23.6K +53 +5%
EFH
2761
Eaton Financial Holdings
Florida
$518K -$38.7K -87 -7%
MAM
2762
Marotta Asset Management
Virginia
$517K -$3.11K -7 -0.6%
MCA
2763
Magnolia Capital Advisors
Mississippi
$516K +$102K +229 +23%
GHA
2764
Granite Harbor Advisors
Texas
$516K – – –
HKIMG
2765
Hutchens & Kramer Investment Management Group
Indiana
$515K -$8.01K -18 -1%
TWM
2766
TriaGen Wealth Management
California
$514K – – –
JPWM
2767
Jamison Private Wealth Management
Georgia
$513K +$534K +1,201 New
GCM
2768
Gallacher Capital Management
Colorado
$513K +$44.5K +100 +9%
EF
2769
Exeter Financial
Arizona
$513K -$272K -611 -34%
CIG
2770
Cascade Investment Group
Colorado
$513K -$13.3K -30 -2%
EIM
2771
Essex Investment Management
Massachusetts
$513K -$141K -317 -21%
IFS
2772
Intelligent Financial Strategies
Minnesota
$512K – – –
GIA
2773
GHP Investment Advisors
Colorado
$512K -$23.1K -52 -4%
KAM
2774
KEB Asset Management
Illinois
$512K – – –
HCM
2775
Hall Capital Management
Rhode Island
$510K – – –
109 110
111
112 113