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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
3576
FWG Investments
Kentucky
$490K +$453K +793 New
FZCM
3577
Flynn Zito Capital Management
New York
$489K +$141K +246 +45%
OR
3578
Olympiad Research
Connecticut
$489K +$453K +792 New
HAC
3579
Harbor Advisory Corp
New Hampshire
$489K – – –
PPC
3580
Pennington Partners & Co
Maryland
$487K -$688K -1,204 -60%
CLA
3581
Carnegie Lake Advisors
New Jersey
$487K -$57.2K -100 -11%
GF
3582
Gimbal Financial
Indiana
$486K +$3.43K +6 +0.8%
TVM
3583
True Vision MN
Minnesota
$486K +$169K +295 +60%
HWA
3584
HHM Wealth Advisors
Tennessee
$485K -$6.29K -11 -1%
CCM
3585
Crew Capital Management
Ohio
$483K -$572 -1 -0.1%
WPWM
3586
Western Pacific Wealth Management
Illinois
$483K +$572 +1 +0.1%
FWM
3587
Fonville Wealth Management
Virginia
$482K – – –
PMAM
3588
Picton Mahoney Asset Management
Ontario, Canada
$482K -$25.2K -44 -5%
OAM
3589
Oak Asset Management
California
$482K +$54.3K +95 +14%
LWM
3590
Laidlaw Wealth Management
New York
$482K +$446K +780 New
TFO
3591
Tarbox Family Office
California
$481K -$21.2K -37 -5%
WAM
3592
Worth Asset Management
Texas
$480K +$150K +263 +51%
CCM
3593
Coerente Capital Management
Ontario, Canada
$479K – – –
DAC
3594
Dividend Assets Capital
South Carolina
$478K -$48.6K -85 -10%
MWM
3595
McNaughton Wealth Management
California
$477K – – –
CFG
3596
Certior Financial Group
Pennsylvania
$476K -$77.2K -135 -15%
VAG
3597
Vannoy Advisory Group
Texas
$476K – – –
DFG
3598
Dynamic Financial Group
Iowa
$476K +$148K +259 +51%
BFA
3599
Brown Financial Advisory
Alabama
$474K – – –
WC
3600
Whitney & Co
New York
$474K -$1.2M -2,107 -73%
142 143
144
145 146