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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WBCM
3126
Wilson & Boucher Capital Management
California
$905K +$12.6K +22 +2%
TWA
3127
Trellis Wealth Advisors
California
$905K -$146K -255 -15%
LFA
3128
LifeGuide Financial Advisors
Pennsylvania
$904K +$25.2K +44 +3%
WTB
3129
Washington Trust Bank
Washington
$902K +$27.4K +48 +3%
BCI
3130
Blue Capital Inc
Nebraska
$900K +$833K +1,457 New
SW
3131
SMART Wealth
Nebraska
$900K +$26.3K +46 +3%
LWM
3132
Liberty Wealth Management
California
$897K +$829K +1,451 New
GFWA
3133
Grey Fox Wealth Advisors
Delaware
$896K -$179K -313 -18%
OLVIG
3134
Oliver Lagore Vanvalin Investment Group
Michigan
$893K +$912K +1,596 New
CNB
3135
Camden National Bank
Maine
$892K -$103K -181 -11%
MCA
3136
Millennium Capital Advisors
Arkansas
$891K +$396K +692 +92%
PRI
3137
Prepared Retirement Institute
Pennsylvania
$890K – – –
PCI
3138
Planning Center Inc
Illinois
$888K +$16K +28 +2%
IIC
3139
Integrated Investment Consultants
Michigan
$887K -$164M -287,040 -100%
W
3140
WealthCollab
Washington
$887K – – –
AA
3141
Addison Advisors
Vermont
$885K -$22.3K -39 -3%
AWM
3142
AllSquare Wealth Management
New York
$883K -$20K -35 -2%
RIP
3143
RAM Investment Partners
Washington
$880K -$18.9K -33 -2%
GSAM
3144
Grant Street Asset Management
Pennsylvania
$879K +$56.6K +99 +7%
GAM
3145
Generali Asset Management
Italy
$879K – – –
SAM
3146
Steinberg Asset Management
New York
$879K +$100K +175 +14%
CC
3147
Constitution Capital
Connecticut
$878K +$20.6K +36 +3%
VFPW
3148
Vantage Financial Partners (Wisconsin)
Wisconsin
$877K +$68K +119 +9%
WQ
3149
Wealth Quarterback
New Jersey
$876K +$17.7K +31 +2%
CW
3150
Code Waechter
Florida
$874K – – –
124 125
126
127 128