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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
2L
3576
25 LLC
Missouri
$798K +$25.4K +35 +3%
IIM
3577
IFC & Insurance Marketing
California
$798K +$36.3K +50 +5%
PIP
3578
Philadelphia Investment Partners
New Jersey
$798K -$10.2K -14 -1%
WA
3579
WP Advisors
California
$797K +$7.25K +10 +0.9%
HFG
3580
Harborfront Financial Group
Michigan
$795K +$772K +1,065 New
DWA
3581
Dougherty Wealth Advisers
Minnesota
$795K -$11.6K -16 -1%
NWM
3582
Nova Wealth Management
Florida
$794K +$41.3K +57 +6%
CLOS
3583
Compagnie Lombard Odier SCmA
Switzerland
$794K +$72.5K +100 +10%
PCM
3584
Patient Capital Management
Maryland
$792K -$39.9K -55 -5%
BA
3585
Bluesphere Advisors
Pennsylvania
$790K -$10.9K -15 -1%
AIC
3586
Allodium Investment Consultants
Minnesota
$788K -$42K -58 -5%
CEI
3587
Clark Estates Inc
New York
$787K – – –
PM
3588
Phraction Management
Connecticut
$787K – – –
MPIA
3589
Mountain Pacific Investment Advisers
Idaho
$786K -$762K -1,051 -50%
CGH
3590
Crossmark Global Holdings
Texas
$785K -$37K -51 -5%
HSWM
3591
Hubbell Strickland Wealth Management
Louisiana
$785K -$3.63K -5 -0.5%
SFO
3592
Stokes Family Office
Louisiana
$784K +$2.9K +4 +0.4%
MAM
3593
MMA Asset Management
Pennsylvania
$784K +$725 +1 +0.1%
MGWA
3594
Monument Group Wealth Advisors
Massachusetts
$783K +$725 +1 +0.1%
KTM
3595
Keeler Thomas Management
Utah
$783K +$109K +150 +17%
HWMO
3596
Heritage Wealth Management (Ohio)
Ohio
$783K -$3.63K -5 -0.5%
BSAM
3597
Blue Square Asset Management
New York
$780K – – –
CRI
3598
Commonwealth Retirement Investments
Virginia
$779K -$88.5K -122 -10%
PSFG
3599
Park Square Financial Group
Georgia
$779K -$231K -319 -23%
NCM
3600
NCM Capital Management
New Jersey
$779K -$5.08K -7 -0.7%
142 143
144
145 146