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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
B
3526
Bayban
Minnesota
$850K +$34.1K +47 +4%
DF
3527
Dedeker Financial
Minnesota
$848K – – –
AWM
3528
Ariadne Wealth Management
California
$847K – – –
CAM
3529
Cidel Asset Management
Ontario, Canada
$847K – – –
GL
3530
Gerber LLC
Ohio
$847K +$281K +387 +52%
IWA
3531
IVC Wealth Advisors
Pennsylvania
$847K – – –
PCM
3532
Pointe Capital Management
Michigan
$846K +$21K +29 +3%
LC
3533
Lincoln Capital
Nebraska
$846K -$3.63K -5 -0.4%
LAM
3534
L2 Asset Management
Massachusetts
$845K -$243M -335,589 -100%
ACIM
3535
Azimuth Capital Investment Management
Michigan
$845K +$39.1K +54 +5%
PWMG
3536
Private Wealth Management Group
New Jersey
$845K +$167K +230 +26%
RCI
3537
RS Crum Inc
California
$844K +$128K +177 +19%
WMA
3538
Wealth Management Associates
New Jersey
$843K -$5.08K -7 -0.6%
DWS
3539
Discipline Wealth Solutions
South Carolina
$843K -$570K -786 -41%
TW
3540
Trajan Wealth
Arizona
$843K +$439K +606 +116%
CC
3541
Capital Counsel
New York
$842K -$29K -40 -3%
SF
3542
Slagle Financial
Illinois
$840K +$14.5K +20 +2%
BWIA
3543
Bryant Woods Investment Advisors
New York
$839K – – –
HWA
3544
HighRoad Wealth Advisors
Oregon
$839K +$9.43K +13 +1%
MW
3545
Mueller Wealth
Wisconsin
$838K -$725 -1 -0.1%
SLG
3546
Stanley-Laman Group
Pennsylvania
$836K +$23.9K +33 +3%
QIM
3547
Quest Investment Management
Oregon
$836K +$13.8K +19 +2%
EWA
3548
Emergent Wealth Advisors
New York
$835K -$5.08K -7 -0.6%
EF
3549
Exeter Financial
Arizona
$835K – – –
GT
3550
GreatBanc Trust
Illinois
$833K – – –
140 141
142
143 144