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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
JAFL
2776
Jay A. Fishman Ltd
Michigan
$305K – – –
SMH
2777
Sanders Morris Harris
Texas
$305K +$54K +136 +19%
JWM
2778
JGP Wealth Management
Oregon
$304K -$71.5K -180 -18%
PSB
2779
Piscataqua Savings Bank
New Hampshire
$304K – – –
SFCL
2780
Strengthening Families & Communities LLC
Massachusetts
$304K +$1.59K +4 +0.5%
RP
2781
Rowlandmiller & Partners
Georgia
$303K +$21K +53 +7%
WSWA
2782
Warren Street Wealth Advisors
California
$303K +$3.18K +8 +1%
CCS
2783
Concentric Capital Strategies
Connecticut
$303K +$336K +847 New
NEPPG
2784
New England Professional Planning Group
Rhode Island
$301K +$60.8K +153 +22%
DL
2785
DOHJ LLC
Washington
$300K -$7.94K -20 -2%
CGFA
2786
Colton Groome Financial Advisors
North Carolina
$299K -$107K -270 -24%
BI
2787
Ballast Inc
Kentucky
$298K – – –
CTFG
2788
Capstone Triton Financial Group
Oklahoma
$298K – – –
PIFP
2789
Partners in Financial Planning
Virginia
$298K +$72.3K +182 +32%
HWA
2790
HHM Wealth Advisors
Tennessee
$297K -$3.97K -10 -1%
LL
2791
LPWM LLC
Minnesota
$297K – – –
HIM
2792
Hanlon Investment Management
New Jersey
$297K +$330K +832 New
DCM
2793
DGS Capital Management
New Jersey
$297K -$7.54K -19 -2%
PIM
2794
Parker Investment Management
California
$296K -$3.18K -8 -1%
CVM
2795
Cheviot Value Management
California
$296K +$16.7K +42 +5%
MAG
2796
Mayfair Advisory Group
Alabama
$295K – – –
WWM
2797
Wolff Wiese Magana
California
$294K -$12.7K -32 -4%
MHIC
2798
Marble Harbor Investment Counsel
Massachusetts
$293K +$397 +1 +0.1%
DCM
2799
Driehaus Capital Management
Illinois
$293K +$16.7K +42 +5%
IPW
2800
IronBridge Private Wealth
Texas
$292K -$773K -1,946 -70%
110 111
112
113 114