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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2851
MMA Asset Management
Pennsylvania
$831K +$80.1K +153 +11%
PCI
2852
Planning Center Inc
Illinois
$828K +$5.76K +11 +0.7%
NCTC
2853
New Covenant Trust Company
Indiana
$826K – – –
AWMNH
2854
Arcadia Wealth Management (New Hampshire)
New Hampshire
$826K +$37.2K +71 +5%
CL
2855
CIM LLC
New York
$826K -$7.33K -14 -0.9%
HAG
2856
HF Advisory Group
Maryland
$820K -$5.23K -10 -0.7%
PFG
2857
PAX Financial Group
Texas
$818K +$1.05K +2 +0.1%
CC
2858
Capital Counsel
New York
$818K +$15.2K +29 +2%
JLBC
2859
J.L. Bainbridge & Co
Florida
$816K -$523 -1 -0.1%
FWM
2860
Finer Wealth Management
Massachusetts
$816K +$4.19K +8 +0.5%
GI
2861
Gradient Investments
Minnesota
$812K -$73.3K -140 -9%
HTHT
2862
Hemenway Trust Hemenway Trust
New Hampshire
$812K -$148K -282 -16%
IAG
2863
Investment Advisory Group
Massachusetts
$811K +$3.66K +7 +0.5%
NPA
2864
Nichols & Pratt Advisers
Massachusetts
$809K +$30.9K +59 +4%
BST
2865
Bath Savings Trust
Maine
$808K +$508K +971 +189%
PRI
2866
Prepared Retirement Institute
Pennsylvania
$808K +$9.94K +19 +1%
BWM
2867
BCGM Wealth Management
Indiana
$807K +$64.9K +124 +9%
CJL
2868
Cyrus J. Lawrence
New York
$806K +$2.62K +5 +0.3%
FAM
2869
Fenimore Asset Management
New York
$804K – – –
FTDI
2870
First Trust Direct Indexing
Massachusetts
$803K +$24.6K +47 +3%
CIA
2871
Cladis Investment Advisory
Montana
$802K – – –
OWM
2872
Opes Wealth Management
California
$802K +$36.6K +70 +5%
EI
2873
Ethic Inc
New York
$802K – – –
AA
2874
Aufman Associates
Pennsylvania
$800K – – –
PCM
2875
Pennsylvania Capital Management
Pennsylvania
$798K -$16.7K -32 -2%
113 114
115
116 117