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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
3176
Clifford Group
Massachusetts
$223K +$13.8K +31 +6%
KC
3177
Kingfisher Capital
North Carolina
$222K +$445 +1 +0.2%
IF
3178
Insight Folios
North Carolina
$222K – – –
LFA
3179
Legacy Financial Advisors
Kentucky
$221K +$28K +63 +14%
SC
3180
Schiavi & Co
Delaware
$221K +$25.8K +58 +13%
TBC
3181
Ted Buchan & Co
California
$220K – – –
JCM
3182
Jag Capital Management
Missouri
$220K -$445 -1 -0.2%
WAM
3183
Worth Asset Management
Texas
$220K -$712K -1,600 -76%
LAM
3184
LifePro Asset Management
California
$219K +$228K +513 New
TCOK
3185
Trust Company of Kansas
Kansas
$219K +$890 +2 +0.4%
MC
3186
Matisse Capital
Oregon
$219K +$890 +2 +0.4%
LFA
3187
Level Financial Advisors
New York
$218K -$4.89K -11 -2%
SPC
3188
Stewart & Patten Company
California
$218K – – –
DR
3189
Davis Rea
Ontario, Canada
$218K – – –
VW
3190
Vantage Wealth
California
$218K +$227K +510 New
CWM
3191
Cabot Wealth Management
Massachusetts
$218K – – –
WA
3192
WP Advisors
California
$218K -$890 -2 -0.4%
PCTC
3193
Perkins Coie Trust Company
Washington
$217K +$151K +339 +201%
IIM
3194
Ironwood Investment Management
Massachusetts
$217K – – –
HB
3195
Horizon Bancorp
Indiana
$216K +$225K +505 New
PPW
3196
Parcion Private Wealth
Washington
$215K +$224K +504 New
CWA
3197
Canvas Wealth Advisors
Kansas
$214K +$20.5K +46 +10%
HWP
3198
Highline Wealth Partners
California
$214K +$86.3K +194 +63%
BAG
3199
Briggs Advisory Group
Rhode Island
$214K – – –
HA
3200
Harfst & Associates
Wyoming
$214K – – –
126 127
128
129 130