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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TNAM
2951
Terra Nova Asset Management
New York
$618K -$402K -903 -41%
IP
2952
Investment Partners
Ohio
$618K -$17.4K -39 -3%
GOCP
2953
Great Oak Capital Partners
Massachusetts
$616K +$577K +1,296 New
AA
2954
Addison Advisors
Vermont
$616K +$1.34K +3 +0.2%
WIC
2955
Wilkins Investment Counsel
Massachusetts
$616K +$577K +1,296 New
FWM
2956
FSA Wealth Management
Massachusetts
$612K +$1.78K +4 +0.3%
SWM
2957
StoneCrest Wealth Management
Arizona
$611K +$572K +1,285 New
CMBA
2958
C.M. Bidwell & Associates
Hawaii
$611K – – –
D
2959
Diversified
Delaware
$610K -$60.6K -136 -10%
RA
2960
Ruggaard & Associates
Ohio
$610K -$41K -92 -7%
FPIS
2961
Financial Planning & Information Services
Wisconsin
$609K -$9.36K -21 -2%
OWM
2962
Opes Wealth Management
California
$609K +$445 +1 +0.1%
AR
2963
Apeiron RIA
Texas
$607K +$180K +403 +46%
SL
2964
Summitry LLC
California
$606K +$568K +1,276 New
UAM
2965
Unison Asset Management
Florida
$605K – – –
BBA
2966
Braun-Bostich & Associates
Pennsylvania
$605K +$285K +639 +101%
MCM
2967
Monarch Capital Management
Indiana
$605K – – –
3AM
2968
3EDGE Asset Management
Florida
$602K -$30.3K -68 -5%
EL
2969
Envoi LLC
Minnesota
$601K – – –
BWP
2970
Barlow Wealth Partners
Kentucky
$601K +$563K +1,264 New
IIM
2971
Ipswich Investment Management
Massachusetts
$600K – – –
SFI
2972
SPC Financial Inc
Maryland
$597K +$210K +471 +60%
HWM
2973
HighMark Wealth Management
Minnesota
$597K -$22.3K -50 -4%
GCA
2974
Gradient Capital Advisors
California
$597K -$14.7K -33 -3%
4WM
2975
4J Wealth Management
Virginia
$596K -$401K -900 -42%
117 118
119
120 121