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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1926
Cahaba Wealth Management
Georgia
$1.29M +$402K +911 +44%
MWM
1927
Maltin Wealth Management
New Jersey
$1.28M -$2.21K -5 -0.2%
MSCM
1928
McElhenny Sheffield Capital Management
Texas
$1.28M +$1.31M +2,980 New
BCFS
1929
Butensky & Cohen Financial Security
Florida
$1.27M -$33.1K -75 -2%
VC
1930
Vicus Capital
Pennsylvania
$1.27M -$6.81M -15,428 -49%
RFO
1931
RiverGlades Family Offices
Florida
$1.27M -$11K -25 -0.8%
CSA
1932
Cottage Street Advisors
Massachusetts
$1.27M +$132K +300 +11%
OAP
1933
One Advisory Partners
Kansas
$1.26M -$4.41K -10 -0.3%
AWA
1934
AmeriServ Wealth Advisors
Pennsylvania
$1.25M -$52.1K -118 -4%
SAM
1935
Summit Asset Management
Tennessee
$1.25M -$220K -498 -15%
ECM
1936
Exchange Capital Management
Michigan
$1.24M -$53.4K -121 -4%
WBG
1937
Wharton Business Group
Pennsylvania
$1.24M -$67.9K -154 -5%
MLIC
1938
Mandatum Life Insurance Company
Finland
$1.24M – – –
SAM
1939
SignalPoint Asset Management
Missouri
$1.24M +$56.9K +129 +5%
LK
1940
Lumbard & Kellner
New Hampshire
$1.23M – – –
CDIA
1941
Capital Directions Investment Advisors
Georgia
$1.23M +$43.7K +99 +4%
JIP
1942
JBJ Investment Partners
South Carolina
$1.23M – – –
CB
1943
Cadence Bank
Mississippi
$1.23M +$13.2K +30 +1%
LWA
1944
LWS Wealth Advisors
New Jersey
$1.22M -$11.9K -27 -0.9%
RFA
1945
Reilly Financial Advisors
California
$1.22M +$1.76K +4 +0.1%
LPT
1946
Legacy Private Trust
Wisconsin
$1.21M +$119K +269 +11%
EWM
1947
Executive Wealth Management
Michigan
$1.21M -$221K -500 -15%
BFG
1948
Beacon Financial Group
Texas
$1.2M +$90.9K +206 +8%
VIA
1949
Vickerman Investment Advisors
Washington
$1.19M +$1.22M +2,777 New
AWA
1950
Artemis Wealth Advisors
New York
$1.19M +$882 +2 +0.1%
76 77
78
79 80