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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2851
Birchcreek Wealth Management
Ohio
$893K – – –
BST
2852
Bath Savings Trust
Maine
$892K +$38.2K +69 +5%
CWM
2853
Chicago Wealth Management
Illinois
$891K +$350K +633 +69%
BBL
2854
Beck Bode LLC
Massachusetts
$890K -$365K -660 -30%
SWK
2855
Stephen W. Kidder
$889K – – –
SFM
2856
Stack Financial Management
Montana
$889K +$5.53K +10 +0.6%
VFG
2857
Valley Financial Group
Pennsylvania
$887K +$553 +1 +0.1%
PPWM
2858
PFG Private Wealth Management
Florida
$886K -$3.87K -7 -0.5%
SWM
2859
Seaside Wealth Management
California
$883K +$2.77K +5 +0.3%
OC
2860
Opinicus Capital
Florida
$883K -$27.1K -49 -3%
CFO
2861
CVA Family Office
Colorado
$882K +$553 +1 +0.1%
HCM
2862
Hilton Capital Management
New York
$881K – – –
MAM
2863
MMA Asset Management
Pennsylvania
$880K +$122K +220 +14%
LFA
2864
LifeGuide Financial Advisors
Pennsylvania
$880K – – –
SAM
2865
Sompo Asset Management
Japan
$878K -$2.71M -4,910 -76%
LWM
2866
Liberty Wealth Management
California
$877K -$14.6M -26,433 -95%
PPWM
2867
Paragon Private Wealth Management
Kentucky
$876K -$67.5K -122 -7%
RAG
2868
RIA Advisory Group
Iowa
$875K +$843K +1,525 New
PCI
2869
Planning Center Inc
Illinois
$872K – – –
CNB
2870
Camden National Bank
Maine
$872K -$141K -255 -14%
KFI
2871
Key Financial Inc
Pennsylvania
$872K -$19.9K -36 -2%
JE
2872
JMAC Enterprises
Pennsylvania
$872K -$137K -248 -14%
FCT
2873
Family Capital Trust
Massachusetts
$871K -$11.1K -20 -1%
GIA
2874
GHP Investment Advisors
Colorado
$867K -$306K -554 -27%
WE
2875
Wealth Effects
Massachusetts
$866K +$38.7K +70 +5%
113 114
115
116 117