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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMM
2776
Piedmont Capital Management (Montana)
Montana
$435K +$420K +915 New
ERIM
2777
Eagle Ridge Investment Management
Connecticut
$434K -$76.2K -166 -15%
CCM
2778
Compass Capital Management
Minnesota
$433K -$22K -48 -5%
BI
2779
Ballast Inc
Kentucky
$432K +$459 +1 +0.1%
CCM
2780
Cutler Capital Management
Massachusetts
$432K +$23K +50 +6%
CSIA
2781
Charles Schwab Investment Advisory
California
$431K -$918 -2 -0.2%
JWM
2782
JFG Wealth Management
Colorado
$430K -$15.6K -34 -4%
SCM
2783
Stonehearth Capital Management
Massachusetts
$430K – – –
GCS
2784
Gordian Capital (Singapore)
Singapore
$429K +$413K +900 New
IMOV
2785
Investment Management of Virginia
Virginia
$428K -$138K -300 -25%
WWP
2786
Waypoint Wealth Partners
California
$428K -$64.3K -140 -13%
BWG
2787
Beta Wealth Group
California
$428K – – –
MC
2788
Martin & Co
Tennessee
$427K – – –
RA
2789
Rise Advisors
New York
$426K +$412K +897 New
BA
2790
Bluesphere Advisors
Pennsylvania
$426K -$459 -1 -0.1%
AL
2791
ADE LLC
Maryland
$426K – – –
SIA
2792
Strategic Investment Advisors
Michigan
$424K +$918 +2 +0.2%
PCI
2793
Planning Center Inc
Illinois
$423K +$425K +926 New
DCM
2794
Decatur Capital Management
Georgia
$422K – – –
SL
2795
Summitry LLC
California
$420K +$406K +885 New
DC
2796
DeDora Capital
California
$418K – – –
SSW
2797
Smith Shellnut Wilson
Mississippi
$417K +$403K +877 New
EA
2798
Eudaimonia Advisors
Tennessee
$417K +$403K +878 New
GWMIA
2799
Global Wealth Management Investment Advisory
Florida
$416K – – –
FI
2800
Financial Insights
Washington
$415K -$7.34K -16 -2%
110 111
112
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