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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AHIA
2926
Andrew Hill Investment Advisors
Florida
$227K -$246K -601 -50%
WLPWM
2927
Walled Lake Planning & Wealth Management
Illinois
$227K +$819 +2 +0.3%
MSR
2928
Main Street Research
Connecticut
$226K -$364K -888 -60%
BCM
2929
Brookmont Capital Management
Texas
$226K +$10.2K +25 +4%
DBG
2930
De Burlo Group
Massachusetts
$226K +$198K +484 +421%
3LCM
2931
3D/L Capital Management
Connecticut
$226K +$246K +600 New
ERIM
2932
Eagle Ridge Investment Management
Connecticut
$225K -$78.7K -192 -24%
FA
2933
Financial Advisors
Massachusetts
$225K +$245K +597 New
OFA
2934
Oak Family Advisors
Illinois
$224K -$1.64K -4 -0.7%
I
2935
IMPACTfolio
Colorado
$224K – – –
CNB
2936
Camden National Bank
Maine
$223K -$27.4K -67 -10%
MC
2937
Matisse Capital
Oregon
$223K +$24.6K +60 +11%
BC
2938
Brio Consultants
California
$222K -$43K -105 -15%
LC
2939
Lincoln Capital
Nebraska
$222K +$21.3K +52 +10%
EWM
2940
Echo Wealth Management
Minnesota
$220K – – –
TPA
2941
Trivium Point Advisory
Connecticut
$219K -$454K -1,108 -66%
RWA
2942
Rainsberger Wealth Advisors
Colorado
$219K +$410 +1 +0.2%
NPPM
2943
North Point Portfolio Managers
Ohio
$218K – – –
AIM
2944
Alhambra Investment Management
Florida
$217K -$4.92K -12 -2%
BFA
2945
Brown Financial Advisory
Alabama
$217K – – –
KL
2946
KilterHowling LLC
Colorado
$216K +$1.23K +3 +0.5%
SIM
2947
Strategic Investment Management
Virginia
$215K – – –
SFP
2948
Sweet Financial Partners
Minnesota
$214K -$34.4K -84 -13%
BAM
2949
Baldrige Asset Management
Pennsylvania
$213K – – –
BFM
2950
Broadview Financial Management
Wisconsin
$213K +$410 +1 +0.2%
116 117
118
119 120