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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BG
3551
Bollard Group
Massachusetts
$533K – – –
HA
3552
HC Advisors
Georgia
$533K -$3.21K -5 -0.6%
FF
3553
Farrow Financial
Vermont
$533K – – –
TWA
3554
Trace Wealth Advisors
California
$533K – – –
FZCM
3555
Flynn Zito Capital Management
New York
$533K +$4.49K +7 +0.9%
MHIC
3556
Marble Harbor Investment Counsel
Massachusetts
$532K -$9.62K -15 -2%
SCA
3557
Strathmore Capital Advisors
North Carolina
$532K -$59K -92 -10%
KTM
3558
Keeler Thomas Management
Utah
$530K +$510K +796 New
KPWM
3559
KDK Private Wealth Management
Texas
$530K +$49.4K +77 +11%
EWA
3560
Emergent Wealth Advisors
New York
$530K +$1.28K +2 +0.3%
HAC
3561
Harbor Advisory Corp
New Hampshire
$529K +$1.92K +3 +0.4%
RK
3562
Rather & Kittrell
Tennessee
$528K +$256K +399 +102%
PRP
3563
Peak Retirement Planning
Ohio
$526K +$121K +189 +32%
PPC
3564
Pennington Partners & Co
Maryland
$525K -$641 -1 -0.1%
BWA
3565
Boulder Wealth Advisors
Colorado
$524K +$504K +787 New
AHC
3566
Adell Harriman & Carpenter
Texas
$522K -$8.97K -14 -2%
CWA
3567
Centennial Wealth Advisory
Michigan
$522K +$82.7K +129 +20%
BHPW
3568
Beverly Hills Private Wealth
California
$521K +$161K +251 +47%
CCM
3569
Crew Capital Management
Ohio
$521K – – –
AFWM
3570
AMJ Financial Wealth Management
Virginia
$521K +$16.7K +26 +3%
WPWM
3571
Western Pacific Wealth Management
Illinois
$521K – – –
DWM
3572
Darwin Wealth Management
Florida
$520K +$17.3K +27 +4%
PMAM
3573
Picton Mahoney Asset Management
Ontario, Canada
$520K – – –
PWP
3574
Parkwoods Wealth Partners
New York
$520K +$13.5K +21 +3%
OAM
3575
Oak Asset Management
California
$520K – – –
141 142
143
144 145