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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
3026
Waypoint Wealth Partners
California
$616K -$52.3K -100 -8%
FA
3027
FF Advisors
California
$615K – – –
KIM
3028
Karpus Investment Management
New York
$615K – – –
TH
3029
TCTC Holdings
Texas
$614K -$6.28K -12 -1%
ACM
3030
Altrius Capital Management
North Carolina
$614K -$28.3K -54 -5%
LI
3031
Louisbourg Investments
New Brunswick, Canada
$613K -$9.42K -18 -2%
CCM
3032
Cullen Capital Management
New York
$613K – – –
CWM
3033
Certus Wealth Management
California
$612K – – –
CWA
3034
Canvas Wealth Advisors
Kansas
$611K -$4.19K -8 -0.7%
RCA
3035
Riverview Capital Advisers
Massachusetts
$609K +$154K +294 +36%
TCMP
3036
Thrive Capital Management (Pennsylvania)
Pennsylvania
$609K -$113K -215 -16%
HKIMG
3037
Hutchens & Kramer Investment Management Group
Indiana
$608K -$17.8K -34 -3%
TNAM
3038
Terra Nova Asset Management
New York
$608K +$2.09K +4 +0.4%
GCA
3039
Greenwood Capital Associates
South Carolina
$603K – – –
UB
3040
Umpqua Bank
Oregon
$602K -$61.8K -118 -10%
AFIA
3041
America First Investment Advisors
Nebraska
$602K +$1.05K +2 +0.2%
RDFA
3042
Ritter Daniher Financial Advisory
Ohio
$602K -$14.1K -27 -2%
PWM
3043
Partnership Wealth Management
Maryland
$601K +$106K +202 +22%
WTB
3044
Washington Trust Bank
Washington
$599K -$37.7K -72 -6%
CPW
3045
Cove Private Wealth
New York
$599K – – –
PA
3046
Probity Advisors
Texas
$598K -$50.2K -96 -8%
WIC
3047
Wilkins Investment Counsel
Massachusetts
$596K – – –
CWR
3048
Chico Wealth RIA
California
$595K +$523 +1 +0.1%
CFGF
3049
Compass Financial Group (Florida)
Florida
$591K -$5.23K -10 -0.9%
LI
3050
LVZ Inc
Michigan
$590K – – –
120 121
122
123 124