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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2026
Concentric Wealth Management
California
$903K – – –
PL
2027
Parthenon LLC
Kentucky
$900K -$84.1K -218 -9%
ETS
2028
ESL Trust Services
New York
$899K -$8.1K -21 -0.9%
4WM
2029
4J Wealth Management
Virginia
$899K – – –
FWI
2030
Facet Wealth Inc
Maryland
$891K +$89.5K +232 +12%
VCM
2031
Versant Capital Management
Arizona
$890K – – –
BWM
2032
BerganKDV Wealth Management
Minnesota
$890K +$3.86K +10 +0.4%
ACM
2033
Alamar Capital Management
California
$890K +$651K +1,689 +303%
JWM
2034
JFG Wealth Management
Colorado
$887K -$72.9K -189 -8%
SG
2035
Strid Group
Pennsylvania
$887K – – –
AFA
2036
Arlington Financial Advisors
California
$885K – – –
DWM
2037
Darwin Wealth Management
Florida
$884K +$190K +492 +28%
IAP
2038
Indie Asset Partners
Indiana
$880K -$454K -1,178 -35%
WTFG
2039
Wells Trecaso Financial Group
Ohio
$876K -$135K -350 -14%
CFP
2040
Curran Financial Partners
South Carolina
$875K +$148K +384 +21%
NIM
2041
Northeast Investment Management
Massachusetts
$872K -$6.17K -16 -0.7%
MCM
2042
MV Capital Management
Maryland
$870K -$17.7K -46 -2%
PA
2043
Paracle Advisors
Washington
$870K +$25.8K +67 +3%
HNW
2044
High Note Wealth
Minnesota
$869K – – –
MPIA
2045
Mountain Pacific Investment Advisers
Idaho
$867K – – –
BCM
2046
Bourgeon Capital Management
Connecticut
$866K -$162K -419 -16%
SF
2047
Summit Financial
New Jersey
$864K +$22.4K +58 +3%
FB
2048
First Bancorp
Maine
$864K +$841K +2,180 New
FCT
2049
Family Capital Trust
Massachusetts
$862K -$13.5K -35 -2%
NPF
2050
Norris Perne & French
Michigan
$861K +$771 +2 +0.1%
80 81
82
83 84