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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SJGA
1776
Stephen J. Garry & Associates
New York
$6.23M -$291K -431 -5%
CAAS
1777
Capital Asset Advisory Services
Michigan
$6.23M -$160K -237 -3%
PIM
1778
Parker Investment Management
California
$6.23M +$149K +221 +2%
DIM
1779
Delta Investment Management
California
$6.22M +$1.44M +2,128 +30%
WCFA
1780
Walkner Condon Financial Advisors
Wisconsin
$6.21M -$66.9K -99 -1%
LWM
1781
LJI Wealth Management
Indiana
$6.21M +$428K +633 +7%
OFS
1782
OneAscent Financial Services
Alabama
$6.2M -$841K -1,244 -12%
OGF
1783
Orin Green Financial
California
$6.18M -$87.9K -130 -1%
EAN
1784
Excelsior Advisor Network
Colorado
$6.18M +$6.12M +9,056 New
LCS
1785
Levin Capital Strategies
New York
$6.17M -$2.19M -3,246 -26%
FL
1786
FreeGulliver LLC
Louisiana
$6.16M -$680K -1,006 -10%
RCIM
1787
Red Cedar Investment Management
Michigan
$6.15M – – –
TF
1788
Tompkins Financial
New York
$6.15M +$324K +479 +6%
TCM
1789
Traynor Capital Management
Pennsylvania
$6.15M -$51.4K -76 -0.8%
AIM
1790
Acropolis Investment Management
Missouri
$6.15M +$220K +326 +4%
FCM
1791
Fogel Capital Management
Florida
$6.14M +$14.2K +21 +0.2%
SLP
1792
Storen Legacy Partners
Indiana
$6.12M +$6.07M +8,977 New
AAM
1793
Aureus Asset Management
Massachusetts
$6.11M -$17.6K -26 -0.3%
QP
1794
Quartz Partners
New York
$6.11M +$1.23M +1,813 +25%
NA
1795
Novus Advisors
South Carolina
$6.1M -$145K -215 -2%
MWM
1796
Marietta Wealth Management
Georgia
$6.09M -$81.8K -121 -1%
VR
1797
Vision Retirement
New Jersey
$6.09M +$6.04M +8,937 New
SAM
1798
S.A. Mason
Michigan
$6.08M -$151K -224 -2%
LFG
1799
Leverty Financial Group
Wisconsin
$6.08M -$21.6K -32 -0.4%
AB
1800
Atlas Brown
Kentucky
$6.07M -$4.05K -6 -0.1%
70 71
72
73 74