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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
3251
Steinberg Asset Management
New York
$698K +$129K +220 +21%
PSB
3252
Piscataqua Savings Bank
New Hampshire
$698K +$406K +690 +124%
FPW
3253
Fairvoy Private Wealth
Alabama
$696K +$2.35K +4 +0.3%
HP
3254
HT Partners
Connecticut
$694K – – –
CH
3255
Canton Hathaway
Rhode Island
$694K – – –
APM
3256
a16z Perennial Management
California
$693K – – –
AFM
3257
Abbot Financial Management
Massachusetts
$693K – – –
MIA
3258
MeadowBrook Investment Advisors
Michigan
$693K -$64.7K -110 -8%
VAS
3259
Vestmark Advisory Solutions
Massachusetts
$692K -$848K -1,442 -54%
EL
3260
EWA LLC
Pennsylvania
$692K -$5.88K -10 -0.8%
HWMC
3261
Heritage Wealth Management (California)
California
$690K -$60.5K -103 -8%
SLWA
3262
San Luis Wealth Advisors
California
$689K -$321K -546 -31%
JBA
3263
Johnson Bixby & Associates
Washington
$687K +$420K +714 +139%
BI
3264
Ballast Inc
Kentucky
$686K +$7.05K +12 +1%
JA
3265
JVL Associates
Michigan
$685K -$118K -200 -14%
BIG
3266
Boothe Investment Group
Delaware
$682K -$8.4M -14,288 -92%
KWM
3267
KFG Wealth Management
Indiana
$680K -$8.57M -14,572 -92%
C1AG
3268
Client 1st Advisory Group
Florida
$679K +$408K +694 +133%
ACM
3269
Altrius Capital Management
North Carolina
$679K +$56.4K +96 +9%
HCM
3270
Hall Capital Management
Rhode Island
$679K -$20.6K -35 -3%
GHA
3271
Granite Harbor Advisors
Texas
$679K – – –
CMMS
3272
Comprehensive Money Management Services
Florida
$678K – – –
SWM
3273
Silverlake Wealth Management
Vermont
$678K +$35.9K +61 +5%
CCA
3274
Carrera Capital Advisors
Michigan
$677K -$21.2K -36 -3%
MIM
3275
Moseley Investment Management
Florida
$677K +$38.2K +65 +6%
129 130
131
132 133