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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BAG
3151
Briggs Advisory Group
Rhode Island
$222K – – –
HA
3152
Harfst & Associates
Wyoming
$222K – – –
SC
3153
Shay Capital
New York
$222K +$210K +500 New
BHWM
3154
Bay Harbor Wealth Management
Maryland
$221K -$8.39K -20 -4%
HIM
3155
Harbour Investment Management
Washington
$220K -$46.2K -110 -18%
FTDI
3156
First Trust Direct Indexing
Massachusetts
$220K +$420 +1 +0.2%
CIAS
3157
CBIZ Investment Advisory Services
Ohio
$219K – – –
CG
3158
Clifford Group
Massachusetts
$217K +$206K +490 New
V
3159
ViaWealth
Kansas
$217K – – –
TPWM
3160
Twelve Points Wealth Management
Massachusetts
$217K -$63.8K -152 -24%
CIS
3161
Continental Investors Services
Washington
$216K +$201K +480 New
SCA
3162
Stillwater Capital Advisors
Pennsylvania
$216K +$204K +487 New
WWG
3163
West Wealth Group
California
$215K +$203K +484 New
NWA
3164
New World Advisors
Massachusetts
$214K +$203K +483 New
SFP
3165
Strategic Financial Partners
Oregon
$213K +$202K +481 New
CNB
3166
Camden National Bank
Maine
$213K +$201K +480 New
BC
3167
Blackhill Capital
New Jersey
$212K – – –
WAG
3168
Windsor Advisory Group
Ohio
$212K -$34K -81 -14%
ERIM
3169
Eagle Ridge Investment Management
Connecticut
$211K -$50.4K -120 -20%
TI
3170
tru Independence
Oregon
$211K +$200K +477 New
PIAS
3171
PCA Investment Advisory Services
Ohio
$211K -$42K -100 -17%
AFC
3172
Adaptive Financial Consulting
Ohio
$211K +$199K +475 New
PPW
3173
Presilium Private Wealth
Pennsylvania
$211K +$199K +475 New
SC
3174
Schulhoff & Co
Ohio
$211K +$199K +475 New
CWA
3175
Canvas Wealth Advisors
Kansas
$210K +$194K +463 New
125 126
127
128 129