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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
3176
Sulzberger Capital Advisors
Florida
$866K +$871K +1,478 New
FAM
3177
Fenimore Asset Management
New York
$866K -$589 -1 -0.1%
AWM
3178
AllSquare Wealth Management
New York
$864K – – –
CIA
3179
Cladis Investment Advisory
Montana
$864K – – –
RIP
3180
RAM Investment Partners
Washington
$862K +$2.95K +5 +0.3%
HKAM
3181
Horizon Kinetics Asset Management
New York
$862K -$104K -176 -11%
MCA
3182
Midwest Capital Advisors
Michigan
$862K +$866K +1,470 New
BH
3183
Burk Holdings
Oklahoma
$861K +$865K +1,469 New
ZIG
3184
Zuckerman Investment Group
Illinois
$859K -$163K -276 -16%
EFG
3185
Elm3 Financial Group
Georgia
$857K +$861K +1,462 New
SF
3186
Schaeffer Financial
Maryland
$857K +$233K +396 +37%
BHA
3187
Beech Hill Advisors
New York
$857K -$7.66K -13 -0.9%
TIA
3188
Tiemann Investment Advisors
California
$852K – – –
WWM
3189
Wiser Wealth Management
Georgia
$849K -$6.48K -11 -0.8%
MAM
3190
MMA Asset Management
Pennsylvania
$848K -$176K -299 -17%
HWM
3191
HighMark Wealth Management
Minnesota
$842K +$170K +288 +25%
AA
3192
Addison Advisors
Vermont
$842K +$8.25K +14 +1%
W
3193
WealthCollab
Washington
$841K +$589 +1 +0.1%
SFI
3194
SPC Financial Inc
Maryland
$839K -$1.77K -3 -0.2%
GJIA
3195
Glass Jacobson Investment Advisors
Maryland
$837K +$210K +357 +33%
GWWM
3196
Great Waters Wealth Management
Minnesota
$836K +$316K +537 +60%
SDWIA
3197
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$836K +$37.7K +64 +5%
JA
3198
JVL Associates
Michigan
$835K +$108K +183 +15%
GAM
3199
Generali Asset Management
Italy
$834K +$838K +1,423 New
MCM
3200
Monument Capital Management
Virginia
$833K -$96K -163 -10%
126 127
128
129 130