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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
3951
Arcataur Capital Management
Wisconsin
$237K – – –
BIA
3952
Biondo Investment Advisors
Pennsylvania
$237K – – –
WA
3953
WPG Advisers
Maryland
$237K +$11.8K +20 +5%
AFC
3954
Adaptive Financial Consulting
Ohio
$236K – – –
EIA
3955
Edgemoor Investment Advisors
Maryland
$236K +$46.4K +79 +23%
CWM
3956
Cadence Wealth Management
Massachusetts
$235K +$11.2K +19 +5%
BC
3957
Barnett & Company
Tennessee
$235K – – –
MCM
3958
McRae Capital Management
New Jersey
$235K – – –
TCOK
3959
Trust Company of Kansas
Kansas
$234K -$1.18K -2 -0.5%
DA
3960
Drake & Associates
Wisconsin
$234K +$246K +418 New
GCA
3961
Gallagher Capital Advisors
Texas
$234K +$3.53K +6 +1%
SA
3962
Skyline Advisors
Washington
$234K -$59.4K -101 -19%
AA
3963
Altman Advisors
Illinois
$233K -$8.63M -14,678 -97%
FPW
3964
Flywheel Private Wealth
California
$233K -$41.7K -71 -15%
HFO
3965
Heritage Family Offices
Arizona
$233K – – –
WFP
3966
Wrenne Financial Planning
Kentucky
$232K +$244K +415 New
TPWM
3967
Twelve Points Wealth Management
Massachusetts
$232K -$46.4K -79 -16%
VWM
3968
Vigilare Wealth Management
Arizona
$232K +$243K +414 New
TWPM
3969
Total Wealth Planning & Management
Florida
$231K -$6.91M -11,758 -97%
ONSWM
3970
Old North State Wealth Management
North Carolina
$230K -$8.82K -15 -4%
IIM
3971
Ipswich Investment Management
Massachusetts
$230K -$529K -900 -69%
PAM
3972
Prodigy Asset Management
Nebraska
$230K – – –
RA
3973
Rodgers & Associates
Pennsylvania
$230K +$242K +411 New
CS
3974
Capital Square
Tennessee
$229K +$241K +410 New
SCA
3975
Southern Capital Advisors
Tennessee
$229K +$588 +1 +0.2%
157 158
159
160 161