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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MRCM
3001
M&R Capital Management
New Jersey
$149K -$41K -100 -20%
TJHA
3002
Thomas J. Herzfeld Advisors
Florida
$147K +$69.6K +170 +77%
DC
3003
Darrow Company
Massachusetts
$144K +$157K +384 New
BWL
3004
Bogart Wealth LLC
Virginia
$141K +$127K +310 +484%
DWP
3005
Destiny Wealth Partners
Florida
$140K – – –
LC
3006
Legacy CG
Texas
$138K +$150K +366 New
GG
3007
Gleason Group
Kentucky
$136K -$282K -688 -66%
UWM
3008
Urban Wealth Management
California
$136K +$148K +361 New
CMP
3009
Coston McIsaac & Partners
Maine
$135K +$147K +359 New
OCM
3010
Orion Capital Management
California
$133K – – –
FA
3011
Financial Avengers
California
$132K – – –
CWM
3012
CarsonAllaria Wealth Management
Illinois
$129K +$1.23K +3 +0.9%
RA
3013
Rise Advisors
New York
$126K +$5.33K +13 +4%
BCM
3014
Blume Capital Management
California
$124K – – –
RCM
3015
Regency Capital Management
Hawaii
$123K +$84K +205 +171%
HFS
3016
HBC Financial Services
Washington
$121K – – –
WAM
3017
WFA Asset Management
Wisconsin
$119K +$410 +1 +0.3%
FMB
3018
Field & Main Bank
Kentucky
$119K +$88.5K +216 +216%
JWM
3019
Janiczek Wealth Management
Colorado
$118K – – –
CWA
3020
Clearview Wealth Advisors
Oregon
$118K +$5.33K +13 +4%
JAM
3021
JCIC Asset Management
Ontario, Canada
$115K -$352K -860 -74%
AP
3022
Advisors Preferred
Maryland
$113K -$143K -350 -54%
AWM
3023
Avondale Wealth Management
Texas
$113K -$102K -250 -45%
TFP
3024
Tilia Fiduciary Partners
North Carolina
$112K -$4.92K -12 -4%
SC
3025
Stephens Consulting
Michigan
$111K +$21.3K +52 +22%
119 120
121
122 123