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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
NPF
1776
Norris Perne & French
Michigan
$239K -$16.6K -64 -7%
OIWM
1777
OptiFour Integrated Wealth Management
Virginia
$238K +$231K +890 New
EU
1778
Emory University
Georgia
$237K +$231K +889 New
TC
1779
TradeLink Capital
Illinois
$237K +$360K +1,384 New
BI
1780
Ballast Inc
Kentucky
$235K +$228K +876 New
KB
1781
Kimelman & Baird
New York
$234K – – –
UWPG
1782
Ullmann Wealth Partners Group
Florida
$234K +$228K +877 New
OCG
1783
Opus Capital Group
Ohio
$233K – – –
DC
1784
DeDora Capital
California
$233K +$227K +874 New
CFD
1785
Creative Financial Designs
Indiana
$232K -$179K -688 -43%
FLA
1786
Financial Life Advisors
Texas
$232K +$226K +869 New
AHC
1787
Adell Harriman & Carpenter
Texas
$230K +$224K +861 New
RWG
1788
Regal Wealth Group
California
$229K +$1.04K +4 +0.5%
AB
1789
Atlas Brown
Kentucky
$228K -$69.4K -267 -25%
VWM
1790
Valley Wealth Managers
New Jersey
$228K -$57.2K -220 -20%
PCA
1791
Peddock Capital Advisors
Massachusetts
$228K – – –
BIP
1792
Brandes Investment Partners
California
$228K +$223K +856 New
CCM
1793
Cribstone Capital Management
Maine
$227K – – –
TU
1794
TDAM USA
Ontario, Canada
$226K – – –
GD
1795
Grandfield & Dodd
New York
$226K +$220K +846 New
GF
1796
Goodman Financial
Texas
$224K – – –
SWA
1797
Sutton Wealth Advisors
Florida
$223K – – –
FMTCOCP
1798
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$221K – – –
KWA
1799
KCS Wealth Advisory
California
$220K +$214K +823 New
DLCIG
1800
D.L. Carlson Investment Group
New Hampshire
$219K +$520 +2 +0.2%
70 71
72
73 74