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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BG
2026
Bollard Group
Massachusetts
$226K – – –
TF
2027
Tompkins Financial
New York
$226K +$35.6K +131 +20%
GD
2028
Grandfield & Dodd
New York
$226K +$217K +800 New
MCG
2029
MACRO Consulting Group
New Jersey
$225K – – –
LB
2030
Legacy Bridge
Iowa
$225K +$10.1K +37 +5%
SNB
2031
Security National Bank
Nebraska
$223K +$215K +790 New
JWM
2032
JGP Wealth Management
Oregon
$221K -$9.78K -36 -4%
AIA
2033
AIMZ Investment Advisors
California
$221K +$212K +782 New
FMTCOCP
2034
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$220K – – –
CL
2035
Cabana LLC
Arkansas
$218K -$694K -2,555 -77%
SCA
2036
Stillwater Capital Advisors
Pennsylvania
$218K -$573K -2,110 -73%
KCM
2037
Karp Capital Management
California
$218K – – –
OCG
2038
Opus Capital Group
Ohio
$217K +$209K +769 New
SLG
2039
Stanley-Laman Group
Pennsylvania
$216K -$835K -3,074 -80%
AFA
2040
American Financial Advisors
Georgia
$216K +$209K +768 New
CNAM
2041
Campbell Newman Asset Management
Wisconsin
$215K -$882K -3,248 -81%
WCM
2042
Wealthcare Capital Management
Virginia
$215K -$517K -1,904 -71%
CF
2043
Corrigan Financial
Rhode Island
$215K – – –
SKK
2044
Shepherd Kaplan Krochuk
Massachusetts
$214K +$543 +2 +0.3%
CAM
2045
Chesapeake Asset Management
New York
$213K +$205K +753 New
OCM
2046
Orser Capital Management
Texas
$212K -$65.2K -240 -24%
1WA
2047
180 Wealth Advisors
Washington
$212K +$200K +736 New
LK
2048
Lumbard & Kellner
New Hampshire
$212K +$204K +750 New
LCH
2049
Lee Capital Holdings
New York
$208K +$200K +738 New
SFC
2050
SYM Financial Corp
Indiana
$206K -$58.4K -215 -23%
80 81
82
83 84