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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
1776
Almanack Investment Partners
Pennsylvania
$3.5M -$18.7K -42 -0.6%
PSIWM
1777
Paradigm Strategies in Wealth Management
Minnesota
$3.5M -$82.4K -185 -2%
BC
1778
Burney Company
Virginia
$3.5M +$331K +744 +11%
MCM
1779
Mengis Capital Management
Oregon
$3.5M -$33.4K -75 -1%
FUBT
1780
First United Bank & Trust
Maryland
$3.48M -$24.9K -56 -0.8%
CP
1781
Castleview Partners
Texas
$3.48M -$504K -1,132 -13%
AFAS
1782
Acorn Financial Advisory Services
Virginia
$3.48M -$508K -1,141 -13%
RWS
1783
Resolute Wealth Strategies
Mississippi
$3.48M -$5.34K -12 -0.2%
WCP
1784
Wick Capital Partners
Pennsylvania
$3.47M +$1.34M +3,001 +70%
AFO
1785
Arrowroot Family Office
California
$3.46M -$48.1K -108 -1%
HWM
1786
Hassell Wealth Management
Louisiana
$3.45M – – –
KFS
1787
Kelly Financial Services
Massachusetts
$3.45M -$88.6K -199 -3%
BCA
1788
Bray Capital Advisors
Florida
$3.44M +$32.5K +73 +1%
NB
1789
Northwest Bancshares
Pennsylvania
$3.44M -$125K -280 -4%
BIM
1790
Baldwin Investment Management
Pennsylvania
$3.44M -$44.5K -100 -1%
CIP
1791
Capital Insight Partners
Arizona
$3.43M -$134K -301 -4%
OWA
1792
Opal Wealth Advisors
New York
$3.42M +$1.57M +3,520 +96%
GAA
1793
Guardian Asset Advisors
Pennsylvania
$3.42M +$3.2M +7,192 New
DFA
1794
DHJJ Financial Advisors
Illinois
$3.42M -$30.3K -68 -0.9%
ECG
1795
EPIQ Capital Group
California
$3.42M +$72.2K +162 +2%
RMCM
1796
Reynders McVeigh Capital Management
Massachusetts
$3.41M +$140K +315 +5%
WC
1797
Woodstock Corp
Massachusetts
$3.41M -$7.57K -17 -0.2%
TSWM
1798
Tyler-Stone Wealth Management
Ohio
$3.41M +$239K +536 +8%
PFM
1799
Phillips Financial Management
Indiana
$3.41M +$13.4K +30 +0.4%
CC
1800
Callan Capital
California
$3.4M -$1.09M -2,449 -26%
70 71
72
73 74