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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
GSAM
2901
Grant Street Asset Management
Pennsylvania
$403K -$972K -2,185 -70%
ACM
2902
Avalon Capital Management
California
$402K +$445 +1 +0.1%
CM
2903
Cornerstone Management
Georgia
$402K – – –
KFSC
2904
Keystone Financial Services (Colorado)
Colorado
$402K -$4.89K -11 -1%
MAC
2905
Mason & Associates (California)
California
$400K +$14.2K +32 +4%
LC
2906
Landaas & Company
Wisconsin
$399K – – –
FC
2907
Fulcrum Capital
Washington
$398K – – –
NC
2908
NovaPoint Capital
Georgia
$396K +$890 +2 +0.2%
DCM
2909
DGS Capital Management
New Jersey
$396K -$8.01K -18 -2%
TWP
2910
Total Wealth Planning
Ohio
$395K -$5.78K -13 -1%
TPW
2911
Transatlantique Private Wealth
New York
$395K – – –
AFWM
2912
AMJ Financial Wealth Management
Virginia
$395K +$36K +81 +10%
AIS
2913
AM Investment Strategies
Tennessee
$393K -$28.9K -65 -7%
MAM
2914
MWA Asset Management
Massachusetts
$392K +$408K +918 New
TFO
2915
Tarbox Family Office
California
$391K -$7.56K -17 -2%
FSCM
2916
Front Street Capital Management
Montana
$391K -$414K -931 -50%
JJBC
2917
James J. Burns & Company
New York
$391K +$6.67K +15 +2%
WA
2918
Waterford Advisors
New York
$391K – – –
LAM
2919
Lakewood Asset Management
Illinois
$390K – – –
CST
2920
Charles Schwab Trust
Nevada
$390K +$160K +360 +65%
NEPPG
2921
New England Professional Planning Group
Rhode Island
$390K -$68.1K -153 -14%
BIM
2922
Bridges Investment Management
Nebraska
$389K -$17.8K -40 -4%
TDWM
2923
Topel & Distasi Wealth Management
California
$389K +$890 +2 +0.2%
SW
2924
Solidarity Wealth
Utah
$387K +$46.3K +104 +13%
FWS
2925
FinDec Wealth Services
California
$387K +$68.9K +155 +21%
115 116
117
118 119