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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LB
2026
Legacy Bridge
Iowa
$236K +$2.88K +10 +1%
BG
2027
Bollard Group
Massachusetts
$234K – – –
GD
2028
Grandfield & Dodd
New York
$234K – – –
TF
2029
Tompkins Financial
New York
$234K – – –
AIA
2030
AIMZ Investment Advisors
California
$229K +$288 +1 +0.1%
JDR
2031
Jay D. Rosenbaum
$227K +$222K +770 New
KCM
2032
Karp Capital Management
California
$226K – – –
BA
2033
Baugh & Associates
Georgia
$225K -$30.8K -107 -12%
UCMOK
2034
United Capital Management of KS
Kansas
$225K +$219K +761 New
SLG
2035
Stanley-Laman Group
Pennsylvania
$224K +$576 +2 +0.3%
WCM
2036
Wealthcare Capital Management
Virginia
$223K – – –
CF
2037
Corrigan Financial
Rhode Island
$223K – – –
TC
2038
Trilogy Capital
California
$222K +$214K +743 New
MWC
2039
MKD Wealth Coaches
Michigan
$222K +$4.95M +17,181 New
IA
2040
Independence Advisors
Pennsylvania
$221K +$217K +755 New
OCM
2041
Orser Capital Management
Texas
$220K -$5.76K -20 -3%
LK
2042
Lumbard & Kellner
New Hampshire
$220K – – –
PWMG
2043
Prestige Wealth Management Group
New Jersey
$220K +$53.8K +187 +33%
WIM
2044
Westside Investment Management
California
$220K +$216K +751 New
1WA
2045
180 Wealth Advisors
Washington
$215K -$1.44K -5 -0.7%
FA
2046
FC Advisory
Pennsylvania
$215K +$288 +1 +0.1%
SFC
2047
SYM Financial Corp
Indiana
$214K – – –
GF
2048
Goodman Financial
Texas
$214K +$210K +731 New
CL
2049
Cabana LLC
Arkansas
$213K -$8.93K -31 -4%
AIA
2050
Arbor Investment Advisors
North Carolina
$212K – – –
80 81
82
83 84