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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2951
StoneCrest Wealth Management
Arizona
$665K -$6.47K -13 -1%
MCM
2952
Monarch Capital Management
Indiana
$665K – – –
CVM
2953
Cheviot Value Management
California
$664K +$21.4K +43 +4%
ATIA
2954
American Trust Investment Advisors
New Hampshire
$663K -$114K -229 -15%
AA
2955
Addison Advisors
Vermont
$662K -$14.9K -30 -2%
RA
2956
Ruggaard & Associates
Ohio
$662K -$8.96K -18 -1%
IFA
2957
Interactive Financial Advisors
Illinois
$660K -$3.25M -6,532 -84%
CH
2958
Canton Hathaway
Rhode Island
$659K -$64.7K -130 -9%
SRL
2959
Scientech Research LLC
New Jersey
$655K -$287K -577 -32%
RIP
2960
RAM Investment Partners
Washington
$655K +$132K +265 +27%
HG
2961
Harbor Group
New Hampshire
$653K +$996 +2 +0.2%
IHL
2962
Investment House LLC
California
$652K -$686K -1,377 -52%
HC
2963
Hourglass Capital
Texas
$651K +$1.99K +4 +0.3%
FMN
2964
Financial Management Network
California
$649K -$3.48K -7 -0.5%
SP
2965
Sequent Planning
Nebraska
$649K +$618K +1,241 New
JA
2966
JVL Associates
Michigan
$649K – – –
APM
2967
a16z Perennial Management
California
$648K – – –
BWP
2968
Barlow Wealth Partners
Kentucky
$647K +$996 +2 +0.2%
NQWM
2969
Northwest Quadrant Wealth Management
Oregon
$646K -$2.99K -6 -0.5%
BG
2970
Bollard Group
Massachusetts
$645K -$921K -1,850 -30%
CFAM
2971
Center For Asset Management
Florida
$644K +$116K +232 +23%
SFS
2972
Shaker Financial Services
Virginia
$644K +$608K +1,222 New
WWP
2973
Waypoint Wealth Partners
California
$644K +$127K +256 +26%
OBWP
2974
O'Brien Wealth Partners
Massachusetts
$643K – – –
ZIG
2975
Zuckerman Investment Group
Illinois
$643K – – –
117 118
119
120 121