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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
4126
Tsai Capital
New York
$129K -$19.4K -34 -14%
PMIM
4127
Prudent Man Investment Management
Colorado
$125K – – –
BSC
4128
Brown Shipley & Co
United Kingdom
$125K – – –
TFG
4129
Team Financial Group
California
$125K +$115K +202 New
WAM
4130
Wolverine Asset Management
Illinois
$124K +$114K +200 New
MHR
4131
Matthew Hamilton Rosenberg
$120K – – –
IWM
4132
IMG Wealth Management
Florida
$119K +$5.14K +9 +5%
FC
4133
Family CFO
California
$119K – – –
KTC
4134
Kentucky Trust Company
Kentucky
$119K – – –
LWMI
4135
Legacy Wealth Management (Idaho)
Idaho
$116K -$16.6K -29 -13%
LIS
4136
Legacy Investment Solutions
Idaho
$116K +$107K +187 New
RF
4137
Robbins Farley
New Hampshire
$113K +$18.3K +32 +21%
SA
4138
Scarborough Advisors
Maryland
$113K +$105K +183 New
DWA
4139
Delos Wealth Advisors
Texas
$112K +$103K +181 New
NRWA
4140
North Ridge Wealth Advisors
Oregon
$111K -$119K -209 -54%
BGC
4141
Beutel, Goodman & Co
Ontario, Canada
$111K -$143K -250 -58%
EA
4142
Evolution Advisers
Virginia
$110K – – –
CNBTD
4143
Citizens National Bank Trust Department
Mississippi
$110K – – –
WA
4144
Whipplewood Advisors
Colorado
$109K +$60K +105 +146%
MIA
4145
Milestone Investment Advisors
Wisconsin
$107K – – –
LCM
4146
Logan Capital Management
Pennsylvania
$105K -$2.02M -3,525 -95%
PCTC
4147
Perkins Coie Trust Company
Washington
$104K – – –
CIAS
4148
CBIZ Investment Advisory Services
Ohio
$104K +$1.14K +2 +1%
TIAAOA
4149
Teachers Insurance & Annuity Association of America
New York
$104K -$87.5K -153 -48%
DWA
4150
Dougherty Wealth Advisers
Minnesota
$103K – – –
164 165
166
167 168