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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1876
Austin Asset Management
Texas
$5.38M -$55.1K -76 -1%
BAM
1877
Bosun Asset Management
Illinois
$5.38M -$186K -256 -3%
HWM
1878
Heirloom Wealth Management
Colorado
$5.37M -$332K -458 -6%
FLI
1879
Family Legacy Inc
South Carolina
$5.37M -$22.5K -31 -0.4%
CHIA
1880
Copper Harbor Investment Advisors
Wisconsin
$5.37M +$5.22M +7,196 New
CCM
1881
Courage Capital Management
Tennessee
$5.36M – – –
BF
1882
Blankinship & Foster
California
$5.35M -$66.7K -92 -1%
MCM
1883
M1 Capital Management
Michigan
$5.34M +$35.5K +49 +0.7%
RWP
1884
Revolve Wealth Partners
New Jersey
$5.34M +$581K +802 +13%
TC
1885
TownSquare Capital
Utah
$5.32M +$272K +375 +6%
HPIA
1886
Hamilton Point Investment Advisors
North Carolina
$5.32M – – –
IC
1887
Iconiq Capital
California
$5.32M – – –
RSVP
1888
Ramsay Stattman Vela & Price
Colorado
$5.31M +$16.7K +23 +0.3%
CPW
1889
Catalyst Private Wealth
California
$5.31M -$95K -131 -2%
OC
1890
Optima Capital
Oregon
$5.3M +$1.28M +1,761 +33%
SC
1891
Steph & Co
Wisconsin
$5.3M +$165K +228 +3%
MCA
1892
McGuire Capital Advisors
Oklahoma
$5.29M +$1.65M +2,275 +47%
TLCM
1893
Twin Lakes Capital Management
California
$5.29M -$179K -247 -3%
HWMG
1894
Harbour Wealth Management Group
South Carolina
$5.29M -$71.8K -99 -1%
APG
1895
Abacus Planning Group
South Carolina
$5.28M -$28.3K -39 -0.5%
SBWIC
1896
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.28M -$21K -29 -0.4%
DFA
1897
DHJJ Financial Advisors
Illinois
$5.27M -$68.9K -95 -1%
HCP
1898
Holt Capital Partners
Texas
$5.27M +$226K +312 +5%
HP
1899
Holistic Planning
Texas
$5.27M +$247K +341 +5%
JBW
1900
Journey Beyond Wealth
Georgia
$5.24M -$154K -212 -3%
74 75
76
77 78