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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
3101
MMA Asset Management
Pennsylvania
$931K +$64.6K +113 +8%
VPWA
3102
Vestia Personal Wealth Advisors
Indiana
$929K -$45.7K -80 -5%
CL
3103
CIM LLC
New York
$928K – – –
LI
3104
Lafayette Investments
Maryland
$926K – – –
WIC
3105
Wilkins Investment Counsel
Massachusetts
$926K -$84.6K -148 -9%
NCTC
3106
New Covenant Trust Company
Indiana
$925K – – –
GIA
3107
GHP Investment Advisors
Colorado
$925K -$16.6K -29 -2%
HIMC
3108
Heritage Investors Management Corp
Maryland
$924K -$85.2K -149 -9%
CPG
3109
Cornerstone Planning Group
New Jersey
$923K -$912K -1,596 -52%
AFC
3110
AFT Forsyth & Company
Florida
$923K – – –
DWA
3111
Delap Wealth Advisory
Oregon
$922K +$422K +738 +98%
FCT
3112
Family Capital Trust
Massachusetts
$922K – – –
BH
3113
Burk Holdings
Oklahoma
$919K +$29.7K +52 +4%
NPA
3114
Nichols & Pratt Advisers
Massachusetts
$918K – – –
BWCS
3115
Beirne Wealth Consulting Services
Connecticut
$917K – – –
ZIG
3116
Zuckerman Investment Group
Illinois
$916K +$19.4K +34 +2%
RF
3117
Rossby Financial
Florida
$916K +$11.4K +20 +1%
MCM
3118
Monument Capital Management
Virginia
$915K -$572 -1 -0.1%
FAM
3119
Fenimore Asset Management
New York
$913K – – –
KAM
3120
KEB Asset Management
Illinois
$912K +$84.6K +148 +11%
AR
3121
Apeiron RIA
Texas
$912K +$102K +179 +14%
DWM
3122
Drive Wealth Management
Utah
$910K +$98.9K +173 +13%
A
3123
Argentarii
Ohio
$908K -$47.4K -83 -5%
MCA
3124
Midwest Capital Advisors
Michigan
$908K – – –
WMA
3125
West Michigan Advisors
Michigan
$908K -$90.3K -158 -10%
123 124
125
126 127