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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AMM
2801
American Money Management
California
$375K – – –
SFG
2802
SevenBridge Financial Group
Pennsylvania
$374K -$521K -1,170 -59%
BA
2803
Baugh & Associates
Georgia
$374K -$18.7K -42 -5%
LL
2804
LPWM LLC
Minnesota
$373K – – –
BIM
2805
Bridges Investment Management
Nebraska
$371K – – –
DCM
2806
Driehaus Capital Management
Illinois
$371K +$77K +173 +27%
CCM
2807
Check Capital Management
California
$369K +$7.12K +16 +2%
BWG
2808
Beta Wealth Group
California
$368K -$81K -182 -18%
BWCS
2809
Beirne Wealth Consulting Services
Connecticut
$368K -$66.8K -150 -16%
AIA
2810
AIMZ Investment Advisors
California
$368K -$6.68K -15 -2%
OBGC
2811
O'Brien Greene & Co
Pennsylvania
$365K -$92.2K -207 -20%
AIM
2812
Astor Investment Management
Illinois
$362K +$348K +781 +3,719%
CF
2813
Corrigan Financial
Rhode Island
$361K +$445 +1 +0.1%
D
2814
Diversified
Delaware
$361K – – –
EWMCB
2815
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$360K – – –
TFP
2816
Triune Financial Partners
Kansas
$360K +$445 +1 +0.1%
VCS
2817
Vaughan & Co Securities
New Jersey
$359K – – –
ERIM
2818
Eagle Ridge Investment Management
Connecticut
$356K -$55.7K -125 -14%
EWS
2819
Evergreen Wealth Solutions
Pennsylvania
$356K – – –
ACM
2820
Azimuth Capital Management
Michigan
$355K +$27.6K +62 +9%
AIS
2821
AM Investment Strategies
Tennessee
$354K -$245K -550 -41%
AR
2822
Advisory Research
Illinois
$353K -$2.38M -5,341 -87%
AWA
2823
Artemis Wealth Advisors
New York
$353K +$890 +2 +0.3%
CNBT
2824
Cornerstone National Bank & Trust
Illinois
$353K – – –
OR
2825
Olympiad Research
Connecticut
$352K -$1.91M -4,301 -85%
111 112
113
114 115