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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
2901
Kathmere Capital Management
Pennsylvania
$374K -$5.38K -14 -1%
BA
2902
Bluesphere Advisors
Pennsylvania
$373K +$375K +976 New
AWC
2903
Adamsbrown Wealth Consultants
Kansas
$373K -$197K -513 -34%
MCM
2904
McRae Capital Management
New Jersey
$372K – – –
TCM
2905
TD Capital Management
Tennessee
$372K +$1.54K +4 +0.4%
FLA
2906
Financial Life Advisors
Texas
$371K -$4.61K -12 -1%
SDWIA
2907
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$371K – – –
SIA
2908
Stegner Investment Associates
Kentucky
$367K -$45.4K -118 -11%
RWG
2909
Regal Wealth Group
California
$366K +$1.54K +4 +0.4%
BIM
2910
Bridges Investment Management
Nebraska
$366K +$53.8K +140 +17%
TDWM
2911
Topel & Distasi Wealth Management
California
$365K +$1.92K +5 +0.5%
S
2912
SimplyRich
California
$364K – – –
HWA
2913
HHM Wealth Advisors
Tennessee
$363K +$45.4K +118 +14%
NF
2914
Norwood Financial
Pennsylvania
$363K -$91.5K -238 -20%
MWP
2915
Meridian Wealth Partners
Pennsylvania
$362K -$10.4K -27 -3%
MIM
2916
Macroview Investment Management
Maryland
$362K +$53K +138 +17%
AFIA
2917
America First Investment Advisors
Nebraska
$360K -$25.8K -67 -7%
AW
2918
Alaethes Wealth
Nevada
$359K -$38.4K -100 -10%
TFO
2919
Tarbox Family Office
California
$357K -$364K -946 -50%
HFG
2920
Heron Financial Group
New York
$357K -$60.7K -158 -14%
AWMT
2921
AAFMAA Wealth Management & Trust
North Carolina
$356K -$3.84K -10 -1%
FC
2922
Fulcrum Capital
Washington
$356K – – –
UCB
2923
United Community Bank
South Carolina
$355K – – –
CBC
2924
Coombe, Bender & Co
New York
$355K +$1.54K +4 +0.4%
GCM
2925
Gables Capital Management
Florida
$355K -$7.69K -20 -2%
115 116
117
118 119