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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
2026
Arjuna Capital
North Carolina
$529K +$1.99K +6 +0.4%
IAA
2027
Independent Advisor Alliance
North Carolina
$528K -$7.85M -23,688 -94%
FMP
2028
Financial Management Professionals
Texas
$528K – – –
DHFB
2029
Dixon Hubard Feinour & Brown
Virginia
$528K +$2.65K +8 +0.5%
AFS
2030
Aft Forsyth & Sober
Florida
$527K – – –
CFO
2031
CVA Family Office
Colorado
$525K – – –
FPIS
2032
Financial Planning & Information Services
Wisconsin
$524K -$34.8K -105 -6%
AWM
2033
Aberdeen Wealth Management
Illinois
$524K +$518K +1,564 New
LM
2034
Luminus Management
Texas
$521K -$14.8M -44,526 -97%
PPWM
2035
PFG Private Wealth Management
Florida
$519K – – –
ECM
2036
EagleClaw Capital Management
Massachusetts
$517K -$116K -350 -18%
PA
2037
PSI Advisors
Florida
$517K -$46.4K -140 -8%
TA
2038
TFG Advisers
Michigan
$517K +$3.98K +12 +0.8%
LAIC
2039
Lederer & Associates Investment Counsel
California
$511K – – –
SPA
2040
Sentinel Pension Advisors
Massachusetts
$510K +$87.2K +263 +21%
WR
2041
Watson Rebecca
$509K -$4.64K -14 -0.9%
DAM
2042
Delta Asset Management
Tennessee
$507K – – –
RPGK
2043
Retirement Planning Group (Kansas)
Kansas
$503K -$94.1K -284 -16%
LFG
2044
LifePlan Financial Group
Ohio
$503K +$134K +404 +37%
PFG
2045
PAX Financial Group
Texas
$502K – – –
BCM
2046
BlueCrest Capital Management
Jersey
$502K +$232K +700 +88%
LWM
2047
Liberty Wealth Management
California
$498K +$33.5K +101 +7%
ML
2048
McAdam LLC
Pennsylvania
$497K +$8.29K +25 +2%
CFG
2049
Cooper Financial Group
California
$496K -$25.5K -77 -5%
FAM
2050
Fenimore Asset Management
New York
$495K – – –
80 81
82
83 84