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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
3001
Watchman Group
Texas
$333K – – –
JCM
3002
J2 Capital Management
Michigan
$333K +$35.1K +79 +11%
SFG
3003
SevenBridge Financial Group
Pennsylvania
$332K -$9.34K -21 -3%
CFG
3004
Carr Financial Group
Massachusetts
$331K -$168K -377 -33%
EHAM
3005
Eagle Harbor Asset Management
Washington
$330K – – –
BMCM
3006
Burns Matteson Capital Management
New York
$330K +$75.6K +170 +28%
PS
3007
Planned Solutions
California
$329K -$2.67K -6 -0.8%
SC
3008
Schoolcraft Capital
Colorado
$327K -$7.56K -17 -2%
AIM
3009
AHL Investment Management
Florida
$327K – – –
RAM
3010
Roanoke Asset Management
New Jersey
$327K – – –
SWA
3011
ShankerValleau Wealth Advisors
Illinois
$326K -$32.9K -74 -9%
5SA
3012
5th Street Advisors
Connecticut
$326K -$165K -370 -33%
NF
3013
Norwood Financial
Pennsylvania
$324K -$12.5K -28 -4%
SEP
3014
Southland Equity Partners
Missouri
$323K -$20K -45 -6%
RIA
3015
RPG Investment Advisory
California
$323K +$20K +45 +6%
CCM
3016
Cox Capital Management
Massachusetts
$322K -$262K -588 -44%
FFC
3017
First Financial Corp
Indiana
$322K +$79.2K +178 +31%
MCA
3018
Maryland Capital Advisors
Maryland
$321K – – –
EA
3019
Eudaimonia Advisors
Tennessee
$320K – – –
SFO
3020
Stokes Family Office
Louisiana
$320K – – –
MIA
3021
MainStreet Investment Advisors
Illinois
$320K +$31.1K +70 +10%
PFA
3022
Professional Financial Advisors
Nebraska
$320K +$85.8K +193 +35%
BIA
3023
Beacon Investment Advisors
Maryland
$319K +$890 +2 +0.3%
CVM
3024
Cheviot Value Management
California
$318K +$9.79K +22 +3%
CWM
3025
Centric Wealth Management
Illinois
$318K -$6.37M -14,312 -95%
119 120
121
122 123