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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RMA
1951
Roffman Miller Associates
Pennsylvania
$1.83M +$225K +586 +14%
NI
1952
Noked Israel
Israel
$1.83M -$621K -1,615 -25%
GC
1953
Giverny Capital
Quebec, Canada
$1.82M – – –
SWP
1954
Strategic Wealth Partners
Ohio
$1.82M -$11.8M -30,741 -87%
NAG
1955
Northstar Advisory Group
New Jersey
$1.8M +$1.19M +3,087 +190%
AAS
1956
Asset Allocation Strategies
Michigan
$1.8M +$1.81M +4,713 New
MA
1957
Modus Advisors
Minnesota
$1.8M -$2.99M -7,784 -62%
HIS
1958
Horizon Investment Services
Indiana
$1.8M -$9.99K -26 -0.6%
GWA
1959
Geometric Wealth Advisors
District of Columbia
$1.8M +$754K +1,962 +72%
BSSFA
1960
Baron Silver Stevens Financial Advisors
Florida
$1.79M +$1.8M +4,683 New
CCT
1961
Capital City Trust
Florida
$1.79M -$87.6K -228 -5%
BSA
1962
Bull Street Advisors
Georgia
$1.79M – – –
SWM
1963
Southern Wealth Management
Texas
$1.78M -$17.7K -46 -1%
SIA
1964
SeaBridge Investment Advisors
New Jersey
$1.78M – – –
VAM
1965
Verity Asset Management
North Carolina
$1.78M +$63K +164 +4%
SCM
1966
Spring Capital Management
Texas
$1.78M +$330K +858 +23%
MAWA
1967
Moss Adams Wealth Advisors
Washington
$1.78M +$1.78M +4,622 New
FWI
1968
Facet Wealth Inc
Maryland
$1.78M +$509K +1,325 +44%
SAM
1969
Sompo Asset Management
Japan
$1.77M +$1.13M +2,940 +173%
NCM
1970
Northside Capital Management
Oregon
$1.77M +$314K +816 +21%
PWAG
1971
Polaris Wealth Advisory Group
California
$1.77M -$12.3K -32 -0.7%
CTB
1972
Country Trust Bank
Illinois
$1.77M +$38.4K +100 +2%
AWP
1973
Abacus Wealth Partners
California
$1.77M -$113K -295 -6%
AB
1974
Atlas Brown
Kentucky
$1.76M +$202K +526 +13%
ACM
1975
AlphaStar Capital Management
North Carolina
$1.76M +$393K +1,022 +29%
77 78
79
80 81