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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1801
Summit Financial Strategies
Ohio
$1.76M -$69.1K -174 -3%
JPLA
1802
Joseph P. Lucia & Associates
New York
$1.76M -$33.8K -85 -2%
BIA
1803
BHK Investment Advisors
Alabama
$1.76M – – –
AWP
1804
Abacus Wealth Partners
California
$1.76M -$120K -302 -6%
HWA
1805
HCR Wealth Advisors
California
$1.76M -$17.9K -45 -0.9%
CCT
1806
Capital City Trust
Florida
$1.75M -$57.6K -145 -3%
TAM
1807
Trillium Asset Management
Massachusetts
$1.75M -$9.53K -24 -0.5%
ICP
1808
Interchange Capital Partners
Pennsylvania
$1.75M +$1.28M +3,232 +194%
TI
1809
Tidal Investments
Wisconsin
$1.75M -$314K -790 -14%
ACM
1810
Alta Capital Management
Utah
$1.74M -$431K -1,085 -18%
PMAM
1811
Picton Mahoney Asset Management
Ontario, Canada
$1.74M -$484K -1,220 -20%
BS
1812
Boenning & Scattergood
Pennsylvania
$1.74M -$316K -796 -14%
IWMA
1813
Ironwood Wealth Management (Arizona)
Arizona
$1.74M – – –
WKSWA
1814
White Knight Strategic Wealth Advisors
New Jersey
$1.74M -$164K -414 -8%
TWM
1815
Triton Wealth Management
Arizona
$1.74M -$51.2K -129 -3%
BWS
1816
BCR Wealth Strategies
Alabama
$1.73M – – –
HR
1817
Hardy Reed
Mississippi
$1.73M – – –
BC
1818
Barrett & Company
Rhode Island
$1.73M +$1.79M +4,511 New
FA
1819
FDx Advisors
Illinois
$1.72M +$804K +2,024 +72%
ECG
1820
EPIQ Capital Group
California
$1.72M +$44.9K +113 +2%
LWA
1821
LWS Wealth Advisors
New Jersey
$1.72M -$540K -1,359 -22%
BWL
1822
Beacon Wealthcare LLC
North Carolina
$1.72M +$1.34M +3,373 +235%
MMPW
1823
Mitchell McLeod Pugh & Williams
Alabama
$1.72M +$456K +1,147 +31%
W
1824
Wealthquest
Ohio
$1.71M -$109K -275 -5%
WLIM
1825
White Lighthouse Investment Management
Massachusetts
$1.71M +$109K +275 +6%
71 72
73
74 75