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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BT
3376
Banque Transatlantique
France
$656K +$659K +1,119 New
HIMS
3377
Hager Investment Management Services
New Hampshire
$656K +$659K +1,119 New
AFA
3378
Avant Financial Advisors
Texas
$655K +$659K +1,118 New
ACM
3379
Altrius Capital Management
North Carolina
$655K -$44.2K -75 -6%
FA
3380
FSA Advisors
Michigan
$653K -$870K -1,476 -57%
AIC
3381
Allodium Investment Consultants
Minnesota
$652K +$656K +1,113 New
SCA
3382
Strathmore Capital Advisors
North Carolina
$652K +$656K +1,113 New
MWA
3383
MN Wealth Advisors
Kansas
$651K +$1.77K +3 +0.3%
LC
3384
Lincoln Capital
Nebraska
$648K +$35.4K +60 +6%
TNAM
3385
Terra Nova Asset Management
New York
$648K -$8.25K -14 -1%
XWM
3386
Xcel Wealth Management
Florida
$647K -$6.48K -11 -1%
MCA
3387
Maryland Capital Advisors
Maryland
$645K +$207K +351 +47%
GWP
3388
Gen-Wealth Partners
Michigan
$644K -$8.84K -15 -1%
MCM
3389
Mainstay Capital Management
Michigan
$644K +$104K +177 +19%
WIC
3390
Wilkins Investment Counsel
Massachusetts
$642K – – –
LW
3391
Lauer Wealth
Indiana
$642K +$646K +1,096 New
HWMO
3392
Heritage Wealth Management (Ohio)
Ohio
$642K +$8.84K +15 +1%
MAM
3393
MWA Asset Management
Massachusetts
$642K -$244K -414 -27%
TPW
3394
Transatlantique Private Wealth
New York
$642K – – –
CWR
3395
Chico Wealth RIA
California
$641K – – –
SBF
3396
Sara-Bay Financial
Florida
$640K -$13.6K -23 -2%
VPW
3397
Variant Private Wealth
Virginia
$638K +$642K +1,089 New
CW
3398
Code Waechter
Florida
$638K -$38.9K -66 -6%
HCP
3399
Hamilton Capital Partners
Georgia
$638K +$641K +1,088 New
RDFA
3400
Ritter Daniher Financial Advisory
Ohio
$636K -$14.7K -25 -2%
134 135
136
137 138