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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1951
Capital Performance Advisors
California
$3.53M +$3.03M +5,157 +444%
SC
1952
Stephenson & Company
California
$3.53M +$1.18K +2 +0%
GLLW
1953
Graves Light Lenhart Wealth
Virginia
$3.52M -$118K -200 -3%
RPC
1954
Rossmore Private Capital
Connecticut
$3.52M -$186K -316 -5%
KAS
1955
KPP Advisory Services
Kentucky
$3.52M +$2.6M +4,426 +238%
MWA
1956
Midland Wealth Advisors
Illinois
$3.52M -$2.15M -3,657 -37%
WIC
1957
Woodmont Investment Counsel
Tennessee
$3.51M +$240K +409 +7%
NCM
1958
Northside Capital Management
Oregon
$3.51M +$133K +226 +4%
OFP
1959
OFC Financial Planning
New Jersey
$3.5M -$26.4K -45 -0.7%
TWM
1960
Tradition Wealth Management
Minnesota
$3.49M +$384K +653 +12%
CAM
1961
Councilmark Asset Management
Tennessee
$3.49M – – –
FVCM
1962
F&V Capital Management
Florida
$3.48M – – –
KWM
1963
Keebeck Wealth Management
Illinois
$3.48M +$270K +460 +8%
CT
1964
Colonial Trust
South Carolina
$3.48M -$28.2K -48 -0.8%
AF
1965
Affiance Financial
Minnesota
$3.47M -$136K -231 -4%
CFG
1966
Cooper Financial Group
California
$3.47M -$60.5K -103 -2%
SFS
1967
Security Financial Services
Indiana
$3.47M -$21.2K -36 -0.6%
TLA
1968
Tanglewood Legacy Advisors
Texas
$3.46M -$758K -1,289 -17%
FA
1969
Flagstar Advisors
New York
$3.46M +$83.5K +142 +2%
CHC
1970
City Holding Co
West Virginia
$3.46M +$319K +542 +10%
VWM
1971
Valley Wealth Managers
New Jersey
$3.46M -$148K -251 -4%
FWM
1972
Forza Wealth Management
Florida
$3.45M – – –
PIM
1973
Pullen Investment Management
Florida
$3.45M -$19.4K -33 -0.5%
BA
1974
BCM Advisors
Louisiana
$3.44M – – –
MAV
1975
Mason & Associates (Virginia)
Virginia
$3.44M -$13.5K -23 -0.4%
77 78
79
80 81