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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
3351
Oak Asset Management
California
$348K – – –
MCWA
3352
Meadow Creek Wealth Advisors
Georgia
$348K +$53.3K +107 +19%
CCT
3353
Chemung Canal Trust
New York
$347K – – –
BWM
3354
Brown Wealth Management
Illinois
$347K – – –
PHWM
3355
Pine Harbor Wealth Management
Maryland
$346K +$996 +2 +0.3%
CCM
3356
Cutler Capital Management
Massachusetts
$345K – – –
CWA
3357
CJM Wealth Advisers
Virginia
$345K -$1.99K -4 -0.6%
EW
3358
Enzi Wealth
Texas
$345K -$996 -2 -0.3%
CRI
3359
Colonial River Investments
Virginia
$345K -$141K -284 -30%
WAG
3360
Windsor Advisory Group
Ohio
$345K +$79.2K +159 +32%
VCM
3361
Versant Capital Management
Arizona
$345K +$498 +1 +0.2%
AHC
3362
Adell Harriman & Carpenter
Texas
$344K – – –
MWA
3363
Miller Wealth Advisors
Colorado
$344K +$1.49K +3 +0.5%
FI
3364
FWG Investments
Kentucky
$344K -$40.3K -81 -11%
LB
3365
Legacy Bridge
Iowa
$344K +$4.98K +10 +2%
SMAM
3366
Sugar Maple Asset Management
Wisconsin
$342K +$325K +653 New
GCM
3367
Goldstream Capital Management
Hong Kong
$341K – – –
PA
3368
PSI Advisors
Florida
$341K -$61.7K -124 -16%
GA
3369
Greytown Advisors
Florida
$339K +$498 +1 +0.2%
SIM
3370
Sentry Investment Management
Wisconsin
$339K +$323K +648 New
SWA
3371
ShankerValleau Wealth Advisors
Illinois
$338K -$19.4K -39 -6%
EFIC
3372
Eliot Finkel Investment Counsel
California
$337K – – –
VFIC
3373
Valley Forge Investment Consultants
Pennsylvania
$336K – – –
BA
3374
Baugh & Associates
Georgia
$336K +$34.9K +70 +12%
WA
3375
WP Advisors
California
$336K +$40.3K +81 +14%
133 134
135
136 137