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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
NFA
926
Northern Financial Advisors
Michigan
$11.6M -$1.01M -2,265 -8%
NS
927
NBC Securities
Alabama
$11.6M +$12M +27,043 New
NCM
928
Neumann Capital Management
California
$11.6M -$345K -776 -3%
MFS
929
Monetta Financial Services
Illinois
$11.5M – – –
AIM
930
Aspen Investment Management
Michigan
$11.5M +$1.13M +2,533 +10%
OL
931
Optas LLC
Texas
$11.5M – – –
TCOO
932
Trust Company of Oklahoma
Oklahoma
$11.5M -$197K -442 -2%
BLC
933
Brown, Lisle/Cummings
Rhode Island
$11.4M -$11.1K -25 -0.1%
BC
934
Belmont Capital
California
$11.4M +$346K +777 +3%
IWP
935
Icon Wealth Partners
Texas
$11.4M -$62.3K -140 -0.5%
TCM
936
Towercrest Capital Management
Pennsylvania
$11.4M -$371K -834 -3%
FTWA
937
Fifth Third Wealth Advisors
Ohio
$11.4M +$1.41M +3,178 +14%
CFAM
938
Coury Firm Asset Management
Pennsylvania
$11.4M -$117K -262 -1%
WA
939
WestEnd Advisors
North Carolina
$11.4M +$1.73M +3,887 +17%
EWA
940
Exencial Wealth Advisors
Oklahoma
$11.4M -$3.9M -8,776 -25%
PWM
941
Peterson Wealth Management
Nevada
$11.3M +$1.17M +2,640 +11%
FCP
942
Fidelis Capital Partners
Florida
$11.3M – – –
AP
943
Appleton Partners
Massachusetts
$11.3M -$362K -813 -3%
SIC
944
Salem Investment Counselors
North Carolina
$11.3M +$198K +446 +2%
FCMC
945
Founders Capital Management (Connecticut)
Connecticut
$11.3M – – –
BMCM
946
Bryn Mawr Capital Management
Pennsylvania
$11.3M -$290K -652 -2%
PE
947
Point72 Europe
United Kingdom
$11.3M +$11.7M +26,371 New
GAM
948
GEM Asset Management
Michigan
$11.2M +$40.5K +91 +0.3%
PA
949
PFG Advisors
Arizona
$11.2M -$1.23M -2,773 -10%
MWM
950
Mission Wealth Management
California
$11.2M +$42.7K +96 +0.4%
36 37
38
39 40