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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1576
HM Capital Management
Missouri
$934K -$56.6K -210 -5%
OAM
1577
Oberweis Asset Management
Illinois
$933K +$9.44K +35 +0.9%
LTI
1578
Laffer Tengler Investments
Tennessee
$931K +$53.9K +200 +6%
SI
1579
Shaker Investments
Ohio
$930K -$123K -456 -11%
SGA
1580
Sustainable Growth Advisers
Connecticut
$927K +$1M +3,711 New
WAM
1581
Weatherly Asset Management
California
$921K -$20.2K -75 -2%
OA
1582
Oxbow Advisors
Texas
$918K -$380K -1,411 -28%
SG
1583
StoneX Group
New York
$918K +$53.7K +199 +6%
BO
1584
Bank OZK
Arkansas
$916K +$430K +1,595 +77%
SSWM
1585
Sheets Smith Wealth Management
North Carolina
$915K – – –
BWM
1586
BerganKDV Wealth Management
Minnesota
$910K +$73.9K +274 +8%
LC
1587
Lourd Capital
California
$908K – – –
SFPM
1588
Sensible Financial Planning & Management
Massachusetts
$908K – – –
GAM
1589
Gemmer Asset Management
California
$906K +$49.9K +185 +5%
RC
1590
Randolph Company
Ohio
$905K -$17K -63 -2%
MWA
1591
Meridian Wealth Advisors
Texas
$905K +$976K +3,620 New
EWM
1592
Elite Wealth Management
Washington
$903K -$27.2K -101 -3%
TCM
1593
Traynor Capital Management
Pennsylvania
$902K +$332K +1,230 +52%
RWA
1594
River Wealth Advisors
Pennsylvania
$901K -$133K -493 -12%
ACA
1595
Ackerman Capital Advisors
Texas
$897K -$570K -2,112 -37%
AEPG
1596
American Economic Planning Group
New Jersey
$897K -$36.1K -134 -4%
EWM
1597
Edge Wealth Management
New York
$895K +$60.4K +224 +7%
HC
1598
Hourglass Capital
Texas
$892K +$43.1K +160 +5%
LHC
1599
Little House Capital
Massachusetts
$889K +$954K +3,537 New
GP
1600
Geneva Partners
Wisconsin
$888K -$18.9K -70 -2%
62 63
64
65 66