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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
2851
Regency Capital Management
Hawaii
$1.29M +$913K +1,597 +330%
BZWA
2852
Blue Zone Wealth Advisors
California
$1.28M -$20K -35 -2%
HAG
2853
HF Advisory Group
Maryland
$1.28M -$246K -430 -17%
OCPWS
2854
One Charles Private Wealth Services
Massachusetts
$1.28M +$15.4K +27 +1%
RWM
2855
Rockwood Wealth Management
Pennsylvania
$1.28M +$456K +798 +63%
FDDB
2856
Fidelity D&D Bancorp
Pennsylvania
$1.28M – – –
FOR
2857
Family Office Research
Maryland
$1.28M – – –
ECM
2858
EagleClaw Capital Management
Massachusetts
$1.28M -$139K -243 -11%
PAS
2859
Professional Advisory Services
Florida
$1.27M -$208K -363 -15%
EPM
2860
Elm Partners Management
Pennsylvania
$1.27M -$402K -703 -25%
VCM
2861
Viewpoint Capital Management
Washington
$1.27M – – –
KFA
2862
Kapstone Financial Advisors
Ohio
$1.27M +$77.2K +135 +7%
PWP
2863
Precedent Wealth Partners
Texas
$1.27M +$58.3K +102 +5%
FAM
2864
Formidable Asset Management
Ohio
$1.27M – – –
CPC
2865
Cookson Peirce & Co
Pennsylvania
$1.27M +$419K +733 +55%
MWM
2866
Massachusetts Wealth Management
Massachusetts
$1.27M – – –
WP
2867
Wealthspan Partners
Iowa
$1.27M +$60.6K +106 +5%
TBT
2868
Texas Bank & Trust
Texas
$1.27M -$96.6K -169 -8%
TCM
2869
Telos Capital Management
California
$1.27M +$29.7K +52 +3%
PA
2870
Prossimo Advisors
California
$1.27M – – –
IPAM
2871
Investment Partners Asset Management
New Jersey
$1.27M +$16K +28 +1%
WWM
2872
Wiser Wealth Management
Georgia
$1.27M +$47.4K +83 +4%
WIC
2873
WealthBridge Investment Counsel
Alberta, Canada
$1.26M -$14.3K -25 -1%
MWM
2874
Mascagni Wealth Management
Mississippi
$1.26M +$87.5K +153 +8%
SMDAM
2875
Sumitomo Mitsui DS Asset Management
Japan
$1.26M -$101K -177 -8%
113 114
115
116 117