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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
2876
Fenimore Asset Management
New York
$702K – – –
CIA
2877
Cladis Investment Advisory
Montana
$701K -$1.78K -4 -0.3%
EI
2878
Ethic Inc
New York
$700K – – –
FWM
2879
Fortress Wealth Management
California
$699K +$2.23K +5 +0.3%
AWM
2880
Aberdeen Wealth Management
Illinois
$698K +$654K +1,469 New
NWM
2881
Napa Wealth Management
California
$698K +$654K +1,469 New
WFM
2882
Wolff Financial Management
Michigan
$698K +$891 +2 +0.1%
SWM
2883
Scissortail Wealth Management
Oklahoma
$698K +$633K +1,420 New
TIA
2884
Tiemann Investment Advisors
California
$697K – – –
VC
2885
Vicus Capital
Pennsylvania
$696K -$925K -2,077 -19%
IFA
2886
Interactive Financial Advisors
Illinois
$696K +$2.98M +6,695 +610%
AWM
2887
AllSquare Wealth Management
New York
$693K – – –
BAM
2888
Bellevue Asset Management
Washington
$689K -$127K -285 -16%
LI
2889
Lafayette Investments
Maryland
$687K -$32.1K -72 -5%
CCA
2890
Criterion Capital Advisors
Tennessee
$686K +$643K +1,443 New
WFA
2891
Wade Financial Advisory
California
$685K – – –
NOI
2892
Newton One Investments
Delaware
$684K +$2.23K +5 +0.3%
HWP
2893
Heritage Wealth Partners
Ohio
$684K -$5.34K -12 -0.8%
TA
2894
TFG Advisers
Michigan
$684K +$2.23K +5 +0.3%
PRI
2895
Prepared Retirement Institute
Pennsylvania
$683K +$640K +1,437 New
ACM
2896
Absolute Capital Management
Pennsylvania
$682K +$169K +379 +36%
W
2897
WealthCollab
Washington
$682K +$639K +1,434 New
HIP
2898
Harrell Investment Partners
Texas
$680K +$192K +430 +43%
SHA
2899
Seneca House Advisors
Virginia
$680K – – –
AWMNH
2900
Arcadia Wealth Management (New Hampshire)
New Hampshire
$677K -$54.3K -122 -8%
114 115
116
117 118