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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AIMC
1876
Alley Investment Management Company
Illinois
$4.36M +$13K +22 +0.3%
AF
1877
AtlasMark Financial
Texas
$4.35M -$58.9K -100 -1%
CCG
1878
Coastwise Capital Group
California
$4.35M +$181K +308 +4%
JBW
1879
Journey Beyond Wealth
Georgia
$4.35M +$4.37M +7,420 New
TLCM
1880
Twin Lakes Capital Management
California
$4.34M -$37.1K -63 -0.8%
SHFP
1881
Second Half Financial Partners
Florida
$4.34M +$167K +284 +4%
HPIA
1882
Hamilton Point Investment Advisors
North Carolina
$4.33M +$47.1K +80 +1%
AF
1883
Arrow Financial
New York
$4.31M -$2.36K -4 -0.1%
RWS
1884
Resolute Wealth Strategies
Mississippi
$4.31M -$1.18K -2 -0%
SC
1885
Steph & Co
Wisconsin
$4.31M -$630K -1,069 -13%
PPW
1886
Pasadena Private Wealth
California
$4.3M +$77.8K +132 +2%
PWP
1887
Pursue Wealth Partners
California
$4.3M -$115K -196 -3%
BC
1888
Barrett & Company
Rhode Island
$4.29M +$62.5K +106 +1%
RWM
1889
Raffa Wealth Management
District of Columbia
$4.28M -$22.4K -38 -0.5%
SIM
1890
Strategic Investment Management
Virginia
$4.28M – – –
1CP
1891
1607 Capital Partners
Virginia
$4.26M -$5.91M -10,035 -58%
AAP
1892
Arax Advisory Partners
Colorado
$4.25M +$947K +1,607 +28%
CF
1893
Canoe Financial
Alberta, Canada
$4.25M +$1.38M +2,345 New
SA
1894
Sunesis Advisors
Kansas
$4.22M – – –
BFA
1895
Beacon Financial Advisory
Ohio
$4.22M +$23K +39 +0.5%
KMC
1896
Kirr Marbach & Co
Indiana
$4.22M +$4.23M +7,173 New
DLCIG
1897
D.L. Carlson Investment Group
New Hampshire
$4.21M +$115K +196 +3%
SCM
1898
SOL Capital Management
Maryland
$4.21M +$386K +655 +10%
DFA
1899
DHJJ Financial Advisors
Illinois
$4.21M -$186K -315 -4%
AF
1900
Aldebaran Financial
$4.21M -$740K -1,256 -15%
74 75
76
77 78