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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
2026
Kathmere Capital Management
Pennsylvania
$530K +$507K +1,647 New
CP
2027
Corbenic Partners
Pennsylvania
$525K +$500K +1,623 New
MC
2028
Montag & Caldwell
Georgia
$525K +$503K +1,632 New
JPLA
2029
Joseph P. Lucia & Associates
New York
$523K -$12.3K -40 -2%
PAM
2030
PVG Asset Management
Colorado
$518K -$7.68M -24,948 -94%
DR
2031
Davis Rea
Ontario, Canada
$517K +$23.1K +75 +5%
LWM
2032
Liberty Wealth Management
California
$517K +$33.9K +110 +7%
UWPG
2033
Ullmann Wealth Partners Group
Florida
$516K -$5.24K -17 -1%
CFO
2034
CVA Family Office
Colorado
$516K +$494K +1,603 New
PEA
2035
Pacific Edge Advisors
California
$514K – – –
RGIA
2036
Rainier Group Investment Advisory
Washington
$513K – – –
CH
2037
Canton Hathaway
Rhode Island
$510K -$21.6K -70 -4%
FNBOSM
2038
First National Bank of South Miami
Florida
$510K -$9.85K -32 -2%
CT
2039
Columbia Trust
Oregon
$508K +$486K +1,579 New
HSWM
2040
Hubbell Strickland Wealth Management
Louisiana
$505K +$1.54K +5 +0.3%
KFA
2041
Kelleher Financial Advisors
New York
$504K -$28.6K -93 -6%
WEPOG
2042
Wealth Enhancement & Preservation of GA
Georgia
$504K +$483K +1,568 New
BIA
2043
Biondo Investment Advisors
Pennsylvania
$503K – – –
PAG
2044
Private Advisory Group
Washington
$502K +$110K +357 +23%
AOWM
2045
Alpha Omega Wealth Management
Virginia
$501K – – –
TA
2046
TFG Advisers
Michigan
$501K +$23.1K +75 +5%
AAA
2047
Adams Asset Advisors
Texas
$501K +$480K +1,558 New
GBBWRPM
2048
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$500K – – –
AIM
2049
Astor Investment Management
Illinois
$499K +$478K +1,551 New
TC
2050
Truvestments Capital
Florida
$498K -$20.9K -68 -4%
80 81
82
83 84