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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AFWM
4701
AMJ Financial Wealth Management
Virginia
– -$535K -784 Closed
MS
4702
Madden Securities
Texas
– -$496K -727 Closed
CP
4703
Cornerstone Planning
North Carolina
– -$492K -722 Closed
CCM
4704
Crabel Capital Management
California
– -$488K -715 Closed
PWM
4705
Partnership Wealth Management
Maryland
– -$487K -714 Closed
FA
4706
Fortis Advisors
Pennsylvania
– -$473K -694 Closed
LCGC
4707
Legacy Capital Group California
California
– -$454K -666 Closed
GCM
4708
Greenland Capital Management
New York
– -$434K -638 Closed
HCM
4709
Harvey Capital Management
Florida
– -$423K -620 Closed
HOWA
4710
Heritage Oak Wealth Advisors
Florida
– -$412K -602 Closed
BCM
4711
Bayesian Capital Management
New York
– -$396K -580 Closed
ACM
4712
Aster Capital Management
United Arab Emirates
– -$373K -547 Closed
EMC
4713
Everest Management Corp
California
– -$371K -544 Closed
PWC
4714
PYA Waltman Capital
Tennessee
– -$365K -535 Closed
IPGDR
4715
Investidor Profissional Gestao de Recursos
Brazil
– -$355K -522 Closed
DIP
4716
Davis Investment Partners
North Carolina
– -$347K -509 Closed
MW
4717
Marrick Wealth
California
– -$345K -506 Closed
GIPW
4718
Granite Islands Private Wealth
Connecticut
– -$341K -500 Closed
WA
4719
Waystone Advisors
Washington
– -$331K -485 Closed
DAM
4720
DLD Asset Management
New York
– -$318K -466 Closed
DCM
4721
Driehaus Capital Management
Illinois
– -$316K -464 Closed
CFGW
4722
Chancellor Financial Group WB
Pennsylvania
– -$308K -451 Closed
EPP
4723
ETF Portfolio Partners
Kansas
– -$308K -451 Closed
OCFG
4724
O'Connor Financial Group
Illinois
– -$277K -401 Closed
B
4725
Bellecapital
Switzerland
– -$270K -396 Closed
187 188
189
190 191