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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
2026
Peddock Capital Advisors
Massachusetts
$254K – – –
BCM
2027
Brookmont Capital Management
Texas
$253K +$1.18K +4 +0.5%
FSA
2028
Financial Sense Advisors
California
$253K +$1.18K +4 +0.5%
AP
2029
Advisors Preferred
Maryland
$252K +$251K +850 New
PT
2030
Plimoth Trust
Massachusetts
$251K -$59.7K -202 -19%
BAM
2031
Brave Asset Management
New Jersey
$250K -$459K -1,552 -65%
ACM
2032
Academy Capital Management
Texas
$248K – – –
SWMG
2033
Sanchez Wealth Management Group
Florida
$244K +$1.18K +4 +0.5%
OIWM
2034
OptiFour Integrated Wealth Management
Virginia
$242K – – –
LB
2035
Legacy Bridge
Iowa
$239K – – –
BG
2036
Bollard Group
Massachusetts
$237K – – –
GD
2037
Grandfield & Dodd
New York
$237K – – –
MSR
2038
Main Street Research
Connecticut
$237K +$26K +88 +12%
CAAS
2039
Capital Asset Advisory Services
Michigan
$235K -$49K -166 -17%
CASB
2040
Cape Ann Savings Bank
Massachusetts
$234K -$32.5K -110 -12%
FM
2041
Foster & Motley
Ohio
$234K -$25.1K -85 -10%
GCM
2042
Gibraltar Capital Management
Oklahoma
$234K +$233K +789 New
AIA
2043
AIMZ Investment Advisors
California
$233K +$295 +1 +0.1%
PCMC
2044
Private Capital Management (Colorado)
Colorado
$231K -$54.4K -184 -19%
AA
2045
Advisory Alpha
Michigan
$231K +$234K +792 New
BA
2046
Baugh & Associates
Georgia
$230K +$2.07K +7 +0.9%
KCM
2047
Karp Capital Management
California
$229K – – –
SWM
2048
Shakespeare Wealth Management
Wisconsin
$228K +$227K +769 New
MMM
2049
Mendel Money Management
Illinois
$227K -$43.4K -147 -16%
ATPW
2050
Ashton Thomas Private Wealth
Arizona
$225K -$221K -747 -50%
80 81
82
83 84