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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
1476
Harbor Investment Advisory
Maryland
$9.64M +$54.4K +75 +0.6%
CW
1477
Channel Wealth
California
$9.63M -$640K -883 -6%
KNFPWM
1478
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$9.63M +$143K +197 +2%
NRG
1479
Nemes Rush Group
Michigan
$9.62M +$117K +161 +1%
ORAM
1480
One River Asset Management
Connecticut
$9.6M +$9.32M +12,856 New
WA
1481
WBH Advisory
Maryland
$9.58M -$102K -141 -1%
FL
1482
FreeGulliver LLC
Louisiana
$9.55M +$2.58M +3,564 +39%
CAC
1483
Certified Advisory Corp
Florida
$9.52M -$212K -292 -2%
HPA
1484
High Probability Advisors
New York
$9.5M – – –
LWM
1485
Latko Wealth Management
Illinois
$9.5M -$88.5K -122 -1%
FCCM
1486
First City Capital Management
Georgia
$9.49M -$137K -189 -1%
FMII
1487
Farmers & Merchants Investments Inc
Nebraska
$9.48M +$114K +157 +1%
CAM
1488
Covenant Asset Management
New Jersey
$9.48M +$156K +215 +2%
WB
1489
West Bancorporation
Iowa
$9.47M – – –
MF
1490
Montis Financial
Massachusetts
$9.46M -$178K -245 -2%
LA
1491
LexAurum Advisors
Kansas
$9.46M +$7.22M +9,957 +368%
PFW
1492
Petros Family Wealth
Minnesota
$9.46M +$182K +251 +2%
AAS
1493
Annex Advisory Services
Wisconsin
$9.45M +$384K +530 +4%
LOWM
1494
Laurel Oak Wealth Management
New Jersey
$9.43M -$241K -332 -3%
ZIC
1495
ZWJ Investment Counsel
Georgia
$9.43M -$212K -293 -2%
BA
1496
Brightwater Advisory
Florida
$9.42M -$41.3K -57 -0.5%
GCA
1497
Genesee Capital Advisors
New York
$9.41M +$1.89M +2,607 +26%
FMI
1498
F/M Investments
District of Columbia
$9.39M +$429K +592 +5%
AT
1499
American Trust
Kentucky
$9.37M +$407K +561 +5%
ODIJL
1500
One Day In July LLC
Vermont
$9.37M +$23.2K +32 +0.3%
58 59
60
61 62