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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
3126
Tiemann Investment Advisors
California
$907K +$8.57K +15 +1%
CC
3127
Capital Counsel
New York
$907K -$109K -190 -11%
BWP
3128
Barlow Wealth Partners
Kentucky
$906K +$572 +1 +0.1%
WBCM
3129
Wilson & Boucher Capital Management
California
$905K +$12.6K +22 +2%
TWA
3130
Trellis Wealth Advisors
California
$905K -$146K -255 -15%
LFA
3131
LifeGuide Financial Advisors
Pennsylvania
$904K +$25.2K +44 +3%
WTB
3132
Washington Trust Bank
Washington
$902K +$27.4K +48 +3%
BCI
3133
Blue Capital Inc
Nebraska
$900K +$833K +1,457 New
SW
3134
SMART Wealth
Nebraska
$900K +$26.3K +46 +3%
LWM
3135
Liberty Wealth Management
California
$897K +$829K +1,451 New
GFWA
3136
Grey Fox Wealth Advisors
Delaware
$896K -$179K -313 -18%
OLVIG
3137
Oliver Lagore Vanvalin Investment Group
Michigan
$893K +$912K +1,596 New
CNB
3138
Camden National Bank
Maine
$892K -$103K -181 -11%
MCA
3139
Millennium Capital Advisors
Arkansas
$891K +$396K +692 +92%
PRI
3140
Prepared Retirement Institute
Pennsylvania
$890K – – –
PCI
3141
Planning Center Inc
Illinois
$888K +$16K +28 +2%
IIC
3142
Integrated Investment Consultants
Michigan
$887K -$164M -287,040 -100%
W
3143
WealthCollab
Washington
$887K – – –
AA
3144
Addison Advisors
Vermont
$885K -$22.3K -39 -3%
AWM
3145
AllSquare Wealth Management
New York
$883K -$20K -35 -2%
RIP
3146
RAM Investment Partners
Washington
$880K -$18.9K -33 -2%
GSAM
3147
Grant Street Asset Management
Pennsylvania
$879K +$56.6K +99 +7%
GAM
3148
Generali Asset Management
Italy
$879K – – –
SAM
3149
Steinberg Asset Management
New York
$879K +$100K +175 +14%
CC
3150
Constitution Capital
Connecticut
$878K +$20.6K +36 +3%
124 125
126
127 128