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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HAC
3576
Harbor Advisory Corp
New Hampshire
$489K – – –
PPC
3577
Pennington Partners & Co
Maryland
$487K -$688K -1,204 -60%
CLA
3578
Carnegie Lake Advisors
New Jersey
$487K -$57.2K -100 -11%
GF
3579
Gimbal Financial
Indiana
$486K +$3.43K +6 +0.8%
TVM
3580
True Vision MN
Minnesota
$486K +$169K +295 +60%
HWA
3581
HHM Wealth Advisors
Tennessee
$485K -$6.29K -11 -1%
CCM
3582
Crew Capital Management
Ohio
$483K -$572 -1 -0.1%
WPWM
3583
Western Pacific Wealth Management
Illinois
$483K +$572 +1 +0.1%
FWM
3584
Fonville Wealth Management
Virginia
$482K – – –
PMAM
3585
Picton Mahoney Asset Management
Ontario, Canada
$482K -$25.2K -44 -5%
OAM
3586
Oak Asset Management
California
$482K +$54.3K +95 +14%
LWM
3587
Laidlaw Wealth Management
New York
$482K +$446K +780 New
TFO
3588
Tarbox Family Office
California
$481K -$21.2K -37 -5%
WAM
3589
Worth Asset Management
Texas
$480K +$150K +263 +51%
CCM
3590
Coerente Capital Management
Ontario, Canada
$479K – – –
DAC
3591
Dividend Assets Capital
South Carolina
$478K -$48.6K -85 -10%
MWM
3592
McNaughton Wealth Management
California
$477K – – –
CFG
3593
Certior Financial Group
Pennsylvania
$476K -$77.2K -135 -15%
VAG
3594
Vannoy Advisory Group
Texas
$476K – – –
DFG
3595
Dynamic Financial Group
Iowa
$476K +$148K +259 +51%
BFA
3596
Brown Financial Advisory
Alabama
$474K – – –
WC
3597
Whitney & Co
New York
$474K -$1.2M -2,107 -73%
WWG
3598
West Wealth Group
California
$474K -$224K -391 -34%
PFG
3599
Premier Financial Group
California
$474K +$422K +738 New
WFA
3600
WestHill Financial Advisors
California
$473K -$1.14K -2 -0.3%
142 143
144
145 146