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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1051
Torch Wealth Management
Ohio
$777K +$238K +1,130 +43%
MC
1052
MSF Capital
New York
$776K +$12.8K +61 +2%
BCFS
1053
Butensky & Cohen Financial Security
Florida
$764K +$32K +152 +4%
IPC
1054
Independent Portfolio Consultants
Florida
$760K +$21K +100 +3%
SFI
1055
SPC Financial Inc
Maryland
$755K – – –
CA
1056
Corrado Advisors
New Jersey
$754K +$1.89K +9 +0.2%
EGA
1057
E&G Advisors
Texas
$753K -$31.1K -148 -4%
PP
1058
Palladium Partners
Virginia
$753K +$163K +777 +27%
JWA
1059
JFS Wealth Advisors
Pennsylvania
$752K -$86.4K -411 -10%
SFS
1060
Summit Financial Strategies
Ohio
$748K -$316K -1,502 -29%
MDSL
1061
M.D. Sass LLC
New York
$738K – – –
FMWA
1062
Forvis Mazars Wealth Advisors
Missouri
$735K -$6.73K -32 -0.9%
EGM
1063
Engineers Gate Manager
New York
$729K -$1.88M -8,957 -72%
MC
1064
Martin & Co
Tennessee
$724K +$740K +3,518 New
GF
1065
Gerstein Fisher
New York
$723K +$3.57K +17 +0.5%
CW
1066
Cabot-Wellington
Massachusetts
$722K +$341K +1,622 +86%
MJRIC
1067
Mogy Joel R Investment Counsel
California
$721K +$3.15K +15 +0.4%
EP
1068
Edgestream Partners
New Jersey
$709K +$329K +1,564 +83%
SFPM
1069
Sensible Financial Planning & Management
Massachusetts
$702K +$5.26K +25 +0.7%
NI
1070
Numeric Investors
Massachusetts
$700K -$63.1K -300 -8%
AI
1071
Accredited Investors
Minnesota
$698K +$13K +62 +2%
IB
1072
Intrust Bank
Kansas
$690K +$705K +3,352 New
OA
1073
Outfitter Advisors
Virginia
$688K -$28.4K -135 -4%
CPO
1074
Cerity Partners OCIO
New York
$688K +$1.68K +8 +0.2%
ECM
1075
Ensemble Capital Management
California
$684K +$699K +3,325 New
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