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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
1001
Luken Investment Analytics
Tennessee
$13.6M -$860K -1,727 -6%
CHJWM
1002
Carlton Hofferkamp & Jenks Wealth Management
Texas
$13.6M -$253K -509 -2%
BMCM
1003
Bryn Mawr Capital Management
Pennsylvania
$13.6M -$429K -861 -3%
IAIM
1004
International Assets Investment Management
Florida
$13.5M +$973K +1,955 +8%
TA
1005
TKG Advisors
Indiana
$13.5M -$1.32M -2,651 -9%
IF
1006
Integrity Financial
Wyoming
$13.5M +$558K +1,121 +5%
FCMC
1007
Founders Capital Management (Connecticut)
Connecticut
$13.4M – – –
PFA
1008
Pathway Financial Advisors
Vermont
$13.4M -$7.97K -16 -0.1%
AM
1009
AGF Management
Ontario, Canada
$13.3M -$94.6K -190 -0.7%
BIA
1010
Bigelow Investment Advisors
Maine
$13.3M -$290K -582 -2%
WSTAM
1011
Wilbanks Smith & Thomas Asset Management
Virginia
$13.2M +$148K +297 +1%
CAM
1012
Cacti Asset Management
Georgia
$13.1M – – –
MC
1013
Moors & Cabot
Massachusetts
$13.1M +$1.09M +2,185 +10%
FLC
1014
Fifth Lane Capital
Texas
$13.1M -$24.9M -50,000 -67%
PCG
1015
Prosperity Consulting Group
Maryland
$13.1M +$242K +486 +2%
CFO
1016
Custos Family Office
Texas
$13M -$127K -256 -1%
ANBTV
1017
American National Bank & Trust (Virginia)
Virginia
$13M +$12.4M +24,907 New
FFA
1018
First Foundation Advisors
California
$13M +$116K +232 +0.9%
DJSG
1019
D.J. St. Germain
Massachusetts
$13M -$505K -1,015 -4%
SC
1020
Solstein Capital
California
$13M +$734K +1,475 +6%
SC
1021
SouthState Corp
Florida
$12.9M +$330K +663 +3%
TFCP
1022
Twin Focus Capital Partners
Massachusetts
$12.9M +$458K +919 +4%
KWM
1023
Kingsview Wealth Management
Oregon
$12.9M +$708K +1,423 +6%
SCM
1024
Schnieders Capital Management
California
$12.8M -$87.6K -176 -0.7%
AP
1025
Appleton Partners
Massachusetts
$12.8M -$422K -847 -3%
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