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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
C
3026
CEDRUS
Colorado
$678K +$226K +409 +53%
NCM
3027
Narwhal Capital Management
Georgia
$678K – – –
NWM
3028
Northcape Wealth Management
New York
$677K – – –
MCM
3029
Marathon Capital Management
Maryland
$677K +$652K +1,179 New
HFP
3030
Holistic Financial Partners
Indiana
$676K +$3.32K +6 +0.5%
I
3031
IMPACTfolio
Colorado
$674K +$6.08K +11 +0.9%
TFM
3032
Trademark Financial Management
Minnesota
$672K +$17.7K +32 +3%
FA
3033
FC Advisory
Pennsylvania
$672K +$1.11K +2 +0.2%
CPA
3034
Capital Performance Advisors
California
$669K -$159K -287 -20%
JPWM
3035
Jamison Private Wealth Management
Georgia
$668K -$4.42K -8 -0.7%
HG
3036
Harbor Group
New Hampshire
$668K -$39.8K -72 -6%
EF
3037
Exeter Financial
Arizona
$668K – – –
PCM
3038
Pointe Capital Management
Michigan
$668K +$553 +1 +0.1%
RA
3039
Ruggaard & Associates
Ohio
$667K – – –
AWM
3040
Avaii Wealth Management
Wisconsin
$667K – – –
ACM
3041
Ardent Capital Management
Ohio
$666K – – –
EA
3042
Eclectic Associates
California
$665K -$59.2K -107 -8%
SFMG
3043
Sage Financial Management Group
Virginia
$664K -$4.98K -9 -0.8%
GCA
3044
Gradient Capital Advisors
California
$663K -$12.2K -22 -2%
BCM
3045
Beck Capital Management
Texas
$663K -$82.9K -150 -11%
CW
3046
Code Waechter
Florida
$662K +$638K +1,154 New
3AM
3047
3EDGE Asset Management
Florida
$662K -$9.4K -17 -1%
WTB
3048
Washington Trust Bank
Washington
$660K +$27.6K +50 +5%
HWM
3049
HighMark Wealth Management
Minnesota
$659K – – –
NC
3050
Napatree Capital
Rhode Island
$658K +$126K +227 +25%
120 121
122
123 124