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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
DEM
3101
Disciplined Equity Management
Florida
$224K – – –
XT
3102
XTX Topco
Cayman Islands
$224K +$218K +546 New
AFA
3103
Alpha Financial Advisors
North Carolina
$223K +$3.19K +8 +1%
RW
3104
RVW Wealth
California
$223K -$239K -598 -52%
NQWM
3105
Northwest Quadrant Wealth Management
Oregon
$223K -$6.78K -17 -3%
CIA
3106
Cascade Investment Advisors
Oregon
$222K – – –
LWP
3107
Lumature Wealth Partners
Georgia
$219K – – –
CSI
3108
Cross Staff Investments
New York
$219K +$798 +2 +0.4%
4WM
3109
44 Wealth Management
Oregon
$219K – – –
CWA
3110
Capital Wealth Alliance
Arizona
$218K -$342K -857 -62%
SIG
3111
Sargent Investment Group
Maryland
$218K +$1.6K +4 +0.8%
CFG
3112
CKW Financial Group
Hawaii
$218K +$1.2K +3 +0.6%
BMO
3113
Beck Mack & Oliver
New York
$217K -$3.1M -7,780 -94%
SPW
3114
Sonoma Private Wealth
California
$217K -$69K -173 -25%
NCM
3115
NCM Capital Management
New Jersey
$217K – – –
C1AG
3116
Client 1st Advisory Group
Florida
$217K +$211K +529 New
MAM
3117
MMA Asset Management
Pennsylvania
$215K – – –
LFA
3118
Level Financial Advisors
New York
$214K – – –
CCMINC
3119
Cardinal Capital Management Inc (North Carolina)
North Carolina
$214K +$207K +520 New
HCM
3120
Highlander Capital Management
New Jersey
$213K – – –
STAS
3121
Strong Tower Advisory Services
Minnesota
$212K -$2.39K -6 -1%
BHWM
3122
Bay Harbor Wealth Management
Maryland
$212K -$29.1K -73 -12%
KIA
3123
Kraematon Investment Advisors
Massachusetts
$212K +$2K +5 +1%
KC
3124
Kingfisher Capital
North Carolina
$212K +$206K +517 New
TBC
3125
Ted Buchan & Co
California
$211K +$205K +515 New
123 124
125
126 127