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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
3101
Darwin Wealth Management
Florida
$491K -$69.5K -156 -13%
2L
3102
25 LLC
Missouri
$490K – – –
SBF
3103
Sara-Bay Financial
Florida
$489K -$20.9K -47 -4%
SAM
3104
Steinberg Asset Management
New York
$489K – – –
PI
3105
Pachira Investments
California
$488K +$457K +1,026 New
EIA
3106
Eastover Investment Advisors
North Carolina
$487K – – –
TH
3107
TCTC Holdings
Texas
$486K +$10.2K +23 +2%
EIM
3108
Essex Investment Management
Massachusetts
$485K -$79.3K -178 -15%
TCM
3109
TD Capital Management
Tennessee
$485K +$1.34K +3 +0.3%
LAM
3110
Lakewood Asset Management
Illinois
$484K +$47.2K +106 +12%
PFS
3111
Prospect Financial Services
New York
$483K +$453K +1,017 New
QWP
3112
Quotient Wealth Partners
Texas
$483K +$453K +1,016 New
HCM
3113
Highlander Capital Management
New Jersey
$482K +$10.2K +23 +2%
BWM
3114
BCGM Wealth Management
Indiana
$481K – – –
ACIM
3115
Azimuth Capital Investment Management
Michigan
$481K +$11.1K +25 +3%
EMAM
3116
Encompass More Asset Management
California
$479K +$449K +1,008 New
AIM
3117
Athena Investment Management
California
$478K – – –
TC
3118
Truvestments Capital
Florida
$478K +$8.02K +18 +2%
CFAM
3119
Center For Asset Management
Florida
$475K +$8.46K +19 +2%
S4W
3120
Solutions 4 Wealth
Texas
$475K +$445K +1,000 New
PCM
3121
Palisade Capital Management
New Jersey
$475K – – –
WPWM
3122
Western Pacific Wealth Management
Illinois
$475K -$98.9K -222 -18%
LWA
3123
Lineweaver Wealth Advisors
Ohio
$475K +$445K +999 New
FNFDCM
3124
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$475K – – –
APW
3125
Acima Private Wealth
Virginia
$475K – – –
123 124
125
126 127