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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HPIA
1901
Hamilton Point Investment Advisors
North Carolina
$4.64M – – –
IC
1902
Iconiq Capital
California
$4.63M – – –
APG
1903
Abacus Planning Group
South Carolina
$4.63M +$4.76K +7 +0.1%
MCM
1904
M1 Capital Management
Michigan
$4.62M -$236K -347 -5%
RA
1905
Rockingstone Advisors
Massachusetts
$4.62M -$99.3K -146 -2%
SBWIC
1906
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.61M -$68.7K -101 -1%
RSVP
1907
Ramsay Stattman Vela & Price
Colorado
$4.61M +$67.3K +99 +1%
BHWM
1908
Beaird Harris Wealth Management
Texas
$4.61M -$863K -1,269 -15%
PNAA
1909
Pictet North America Advisors
Switzerland
$4.61M -$179K -263 -4%
AIP
1910
Almanack Investment Partners
Pennsylvania
$4.61M -$436K -642 -8%
FWA
1911
FSM Wealth Advisors
Ohio
$4.6M -$349K -514 -7%
CP
1912
Clarendon Private
Massachusetts
$4.6M +$136K +200 +3%
JIP
1913
Jaffetilchin Investment Partners
Florida
$4.59M -$44.9K -66 -0.9%
LNB
1914
Ledyard National Bank
$4.58M -$74.1K -109 -2%
BRM
1915
Boston Research & Management
Massachusetts
$4.56M -$27.2K -40 -0.6%
SWP
1916
Sagespring Wealth Partners
Tennessee
$4.55M -$92.6M -136,163 -95%
KWM
1917
Keebeck Wealth Management
Illinois
$4.54M +$224K +330 +5%
OCM
1918
Objective Capital Management
Ohio
$4.54M -$256K -377 -5%
SWMP
1919
Signature Wealth Management Partners
New Jersey
$4.54M -$27.9K -41 -0.6%
ML
1920
McAdam LLC
Pennsylvania
$4.53M -$139K -204 -3%
NG
1921
Novem Group
New York
$4.53M +$1.03M +1,513 +28%
PP
1922
PDS Planning
Ohio
$4.52M +$632K +930 +15%
BWA
1923
BlueSky Wealth Advisors
North Carolina
$4.52M -$347K -510 -7%
GCM
1924
Generation Capital Management
New York
$4.52M -$144K -212 -3%
FFA
1925
Fragasso Financial Advisors
Pennsylvania
$4.5M +$256K +376 +6%
75 76
77
78 79