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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
2026
Independence Advisors
Pennsylvania
$221K +$217K +755 New
OCM
2027
Orser Capital Management
Texas
$220K -$5.76K -20 -3%
LK
2028
Lumbard & Kellner
New Hampshire
$220K – – –
PWMG
2029
Prestige Wealth Management Group
New Jersey
$220K +$53.8K +187 +33%
1WA
2030
180 Wealth Advisors
Washington
$215K -$1.44K -5 -0.7%
FA
2031
FC Advisory
Pennsylvania
$215K +$288 +1 +0.1%
SFC
2032
SYM Financial Corp
Indiana
$214K – – –
GF
2033
Goodman Financial
Texas
$214K +$210K +731 New
CL
2034
Cabana LLC
Arkansas
$213K -$8.93K -31 -4%
AIA
2035
Arbor Investment Advisors
North Carolina
$212K – – –
BBWA
2036
Bell & Brown Wealth Advisors
California
$212K – – –
WMA
2037
Wealth Management Associates
New Jersey
$210K -$307K -1,067 -60%
YAM
2038
Yacktman Asset Management
Texas
$209K – – –
MSR
2039
Main Street Research
Connecticut
$208K -$144K -500 -41%
GWM
2040
GSB Wealth Management
Connecticut
$208K +$864 +3 +0.4%
TA
2041
TCG Advisors
Texas
$207K +$119K +413 +144%
CIA
2042
CCM Investment Advisers
South Carolina
$206K -$44.9K -156 -18%
MCM
2043
Monarch Capital Management
Indiana
$206K -$5.18K -18 -2%
WA
2044
WESPAC Advisors
California
$206K +$203K +704 New
B
2045
Brightworth
Georgia
$205K +$201K +699 New
TA
2046
TMD & Associates
Arizona
$205K +$202K +700 New
AIP
2047
Ahrens Investment Partners
Louisiana
$204K +$201K +697 New
FMTCOCP
2048
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$202K -$25.9K -90 -12%
PIA
2049
Phoenix Investment Adviser
New York
$202K – – –
VFP
2050
Verus Financial Partners
Virginia
$202K +$198K +688 New
80 81
82
83 84