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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1851
Campbell Wealth Management
Virginia
$813K +$778K +2,526 New
CWM
1852
Concentric Wealth Management
California
$812K +$32.3K +105 +4%
BL
1853
BFSG LLC
California
$806K +$616 +2 +0.1%
PIA
1854
Powell Investment Advisors
Florida
$805K +$766K +2,489 New
LC
1855
Landaas & Company
Wisconsin
$802K – – –
PL
1856
Parthenon LLC
Kentucky
$801K – – –
WIC
1857
Woodmont Investment Counsel
Tennessee
$796K – – –
BCA
1858
Biltmore Capital Advisors
New Jersey
$792K -$46.8K -152 -6%
ATIA
1859
American Trust Investment Advisors
New Hampshire
$792K – – –
BCM
1860
Bienville Capital Management
New York
$790K -$29.3K -95 -4%
BWCS
1861
Beirne Wealth Consulting Services
Connecticut
$788K -$473K -1,535 -39%
TCM
1862
Telos Capital Management
California
$783K +$52.7K +171 +8%
W
1863
WealthOne
New York
$779K -$16.3K -53 -2%
FWP
1864
FAS Wealth Partners
Kansas
$777K +$308 +1 +0%
HFA
1865
Huber Financial Advisors
Illinois
$777K +$338K +1,097 +83%
RWB
1866
RMR Wealth Builders
New Jersey
$772K +$739K +2,400 New
PTC
1867
Provident Trust Company
Wisconsin
$771K +$738K +2,396 New
NCM
1868
Northwest Capital Management
Oregon
$770K +$924 +3 +0.1%
CAM
1869
Claret Asset Management
Quebec, Canada
$769K -$66.5K -216 -8%
ETS
1870
ESL Trust Services
New York
$769K +$736K +2,389 New
ZCI
1871
Zevenbergen Capital Investments
Washington
$768K +$35.4K +115 +5%
SIAS
1872
Shine Investment Advisory Services
Colorado
$764K – – –
GPA
1873
Garrison Point Advisors
California
$763K +$8.01K +26 +1%
GC
1874
Gibson Capital
Pennsylvania
$761K – – –
DCM
1875
Driehaus Capital Management
Illinois
$760K -$14.8K -48 -2%
73 74
75
76 77