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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
2826
Beta Wealth Group
California
$305K -$2.46K -6 -0.7%
BG
2827
Bollard Group
Massachusetts
$302K -$47.2M -115,200 -99%
D
2828
Diversified
Delaware
$302K – – –
EWMCB
2829
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$301K – – –
SAM
2830
Satovsky Asset Management
New York
$301K +$119K +291 +57%
GSAM
2831
Grant Street Asset Management
Pennsylvania
$301K +$327K +798 New
RP
2832
Rowlandmiller & Partners
Georgia
$301K +$22.5K +55 +7%
VCS
2833
Vaughan & Co Securities
New Jersey
$300K – – –
SSW
2834
Stone Summit Wealth
Florida
$300K +$36K +88 +12%
AIA
2835
AIMZ Investment Advisors
California
$297K -$11.9K -29 -4%
CVM
2836
Cheviot Value Management
California
$297K +$36.5K +89 +13%
AIS
2837
AM Investment Strategies
Tennessee
$296K – – –
SWM
2838
Stockman Wealth Management
Montana
$295K +$21.7K +53 +7%
CNBT
2839
Cornerstone National Bank & Trust
Illinois
$295K – – –
DCM
2840
Driehaus Capital Management
Illinois
$294K -$18K -44 -5%
KCM
2841
Kathmere Capital Management
Pennsylvania
$294K +$40.1K +98 +14%
KWM
2842
KerberRose Wealth Management
Wisconsin
$293K +$318K +776 New
OBGC
2843
O'Brien Greene & Co
Pennsylvania
$292K -$13.5K -33 -4%
GWMIA
2844
Global Wealth Management Investment Advisory
Florida
$292K – – –
AA
2845
AF Advisors
California
$292K +$317K +775 New
EHAM
2846
Eagle Harbor Asset Management
Washington
$292K – – –
RWRC
2847
R.W. Roge & Company
New York
$291K – – –
FSA
2848
Financial Services Advisory
Maryland
$290K -$3.63M -8,862 -92%
AC
2849
Arjuna Capital
North Carolina
$290K -$47.1K -115 -13%
RAM
2850
Roanoke Asset Management
New Jersey
$290K – – –
112 113
114
115 116