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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CCC
3226
Chelsea Counsel Company
California
$127K – – –
CSC
3227
Caldwell Sutter Capital
California
$122K +$82.3K +196 +245%
TFP
3228
Tilia Fiduciary Partners
North Carolina
$121K +$7.97K +19 +7%
CMP
3229
Coston McIsaac & Partners
Maine
$120K -$42K -100 -27%
HFS
3230
HBC Financial Services
Washington
$118K -$22.2K -53 -17%
AW
3231
Avion Wealth
Texas
$117K +$17.2K +41 +18%
FWM
3232
Focused Wealth Management
New York
$113K – – –
OCM
3233
Osterweis Capital Management
California
$112K – – –
CIR
3234
Clear Investment Research
Georgia
$111K +$76.8K +183 +273%
PP
3235
Pacifica Partners
Canada
$103K -$2.94K -7 -3%
VF
3236
VitalStone Financial
Texas
$102K -$306K -729 -74%
TWD
3237
True Wealth Design
Ohio
$101K -$31.9K -76 -25%
CCA
3238
Cadent Capital Advisors
Oklahoma
$94.9K -$3.78K -9 -4%
CIM
3239
Contravisory Investment Management
Massachusetts
$94.4K +$4.2K +10 +5%
MFG
3240
Mendota Financial Group
Wisconsin
$94K -$1.26K -3 -1%
GAG
3241
Goodman Advisory Group
Massachusetts
$93.1K – – –
MCI
3242
MRP Capital Investments
Georgia
$88.7K +$83.9K +200 New
CNBTD
3243
Citizens National Bank Trust Department
Mississippi
$85.6K – – –
MFA
3244
McClarren Financial Advisors
Pennsylvania
$83K +$78.9K +188 New
PPC
3245
Park Place Capital
Alabama
$79.9K -$462K -1,100 -86%
BWS
3246
Buck Wealth Strategies
Colorado
$79.8K +$15.5K +37 +26%
EA
3247
Evolution Advisers
Virginia
$79K – – –
CJL
3248
Cyrus J. Lawrence
New York
$78K – – –
NMG
3249
New Millennium Group
Utah
$76.6K -$2.1K -5 -3%
PCTC
3250
Perkins Coie Trust Company
Washington
$74.9K -$1.68K -4 -2%
128 129
130
131 132