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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MSAGDF
1751
Moneda SA Administradora General de Fondos
Chile
$4.01M -$882K -1,685 -19%
CBA
1752
Coastal Bridge Advisors
Connecticut
$4.01M +$2.71M +5,185 +237%
WC
1753
Woodstock Corp
Massachusetts
$4.01M +$172K +328 +5%
RWS
1754
Resolute Wealth Strategies
Mississippi
$4M +$9.42K +18 +0.2%
ADL
1755
Asset Dedication LLC
California
$3.99M +$111K +213 +3%
PSIWM
1756
Paradigm Strategies in Wealth Management
Minnesota
$3.98M -$27.7K -53 -0.7%
HPIA
1757
Hamilton Point Investment Advisors
North Carolina
$3.98M – – –
AAS
1758
Asset Allocation Strategies
Michigan
$3.96M -$86.4K -165 -2%
AF
1759
Arrow Financial
New York
$3.96M -$2.86M -5,464 -43%
MCM
1760
Mengis Capital Management
Oregon
$3.95M -$62.8K -120 -2%
CA
1761
Cornerstone Advisory
Maryland
$3.95M +$1.14M +2,181 +43%
ZB
1762
Zions Bancorporation
Utah
$3.94M -$964K -1,842 -20%
EA
1763
Evergreen Advisors
Tennessee
$3.94M -$12K -23 -0.3%
UWM
1764
USAdvisors Wealth Management
Minnesota
$3.93M +$266K +509 +8%
ACM
1765
AlphaStar Capital Management
North Carolina
$3.92M +$19.9K +38 +0.5%
SA
1766
Sunesis Advisors
Kansas
$3.92M +$184K +351 +5%
APW
1767
Austin Private Wealth
Texas
$3.92M -$783K -1,496 -17%
BTW
1768
Boston Trust Walden
Massachusetts
$3.91M -$12.6K -24 -0.3%
BCA
1769
Bray Capital Advisors
Florida
$3.91M +$65.4K +125 +2%
FAT
1770
First American Trust
California
$3.9M -$904K -1,728 -19%
PIM
1771
Parker Investment Management
California
$3.89M -$32.5M -62,025 -90%
SCM
1772
Sterneck Capital Management
Missouri
$3.89M +$38.2K +73 +1%
BIM
1773
Baldwin Investment Management
Pennsylvania
$3.88M -$52.3K -100 -1%
AWM
1774
Accurate Wealth Management
Florida
$3.88M +$114K +217 +3%
BRM
1775
Boston Research & Management
Massachusetts
$3.88M +$63.3K +121 +2%
69 70
71
72 73