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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
3776
Barton Investment Management
Pennsylvania
$546K – – –
FF
3777
Farnam Financial
Arizona
$546K – – –
BIA
3778
Beacon Investment Advisors
Maryland
$545K +$1.36K +2 +0.2%
CCMI
3779
Creative Capital Management Investments
California
$544K – – –
BSWM
3780
Boston Standard Wealth Management
Massachusetts
$542K +$1.36K +2 +0.2%
EU
3781
Emory University
Georgia
$540K +$10.2K +15 +2%
PWM
3782
Parkshore Wealth Management
California
$540K +$4.08K +6 +0.7%
ANC
3783
Ames National Corp
Iowa
$538K -$34K -50 -6%
BWM
3784
Boyd Wealth Management
California
$538K – – –
ACM
3785
Alessandra Capital Management
California
$538K – – –
DAM
3786
Directional Asset Management
Illinois
$538K – – –
AWMNH
3787
Arcadia Wealth Management (New Hampshire)
New Hampshire
$538K +$155K +228 +38%
DSAM
3788
Dock Street Asset Management
Florida
$536K -$88.4K -130 -14%
TSM
3789
Two Star Manager
Florida
$536K – – –
AWM
3790
Aviso Wealth Management
Washington
$536K +$280K +412 +100%
AIS
3791
American Investment Services
Massachusetts
$535K -$29.9K -44 -5%
PWM
3792
Parkway Wealth Management
Texas
$535K +$2.04K +3 +0.4%
Q1WB
3793
Quest 10 Wealth Builders
Virginia
$535K -$17.7K -26 -3%
WAM
3794
Worth Asset Management
Texas
$533K +$197K +290 +55%
SCA
3795
SMH Capital Advisors
Texas
$533K +$680 +1 +0.1%
FI
3796
FWG Investments
Kentucky
$532K -$27.2K -40 -5%
CRI
3797
Colonial River Investments
Virginia
$532K -$15.6K -23 -3%
GCA
3798
Gradient Capital Advisors
California
$532K -$89.1K -131 -14%
SWM
3799
StoneCrest Wealth Management
Arizona
$531K -$52.4K -77 -9%
SPWM
3800
Straight Path Wealth Management
Michigan
$528K -$79.5K -117 -13%
150 151
152
153 154