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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TP
2026
Tranquility Partners
Tennessee
$1.02M +$133K +301 +14%
ACP
2027
Ashfield Capital Partners
California
$1.01M -$143K -325 -12%
SGK
2028
Steigerwald Gordon & Koch
Virginia
$1.01M +$7.06K +16 +0.7%
CCM
2029
Chickasaw Capital Management
Tennessee
$1.01M – – –
TAM
2030
Townsend Asset Management
North Carolina
$1.01M +$882 +2 +0.1%
CCG
2031
Capital CS Group
California
$1.01M -$882 -2 -0.1%
JIP
2032
Jaffetilchin Investment Partners
Florida
$1M -$432K -979 -30%
ZCI
2033
Zevenbergen Capital Investments
Washington
$1M +$14.6K +33 +1%
AFA
2034
American Financial Advisors
Georgia
$1M +$223K +506 +28%
PA
2035
Parkside Advisors
California
$997K – – –
MIG
2036
McGuire Investment Group
Rhode Island
$991K – – –
UF
2037
Univest Financial
Pennsylvania
$990K – – –
CH
2038
Canton Hathaway
Rhode Island
$989K +$805K +1,825 +380%
AP
2039
Arlington Partners
Alabama
$988K – – –
RA
2040
Riverstone Advisors
Texas
$987K – – –
HHAA
2041
Henry H. Armstrong Associates
Pennsylvania
$987K +$582K +1,320 +135%
RE
2042
RBC Europe
United Kingdom
$983K – – –
VFP
2043
Verus Financial Partners
Virginia
$982K +$882 +2 +0.1%
RWA
2044
RGT Wealth Advisors
Texas
$981K -$3.53K -8 -0.3%
SIS
2045
Sound Income Strategies
Florida
$980K -$21.6K -49 -2%
CBA
2046
Coastal Bridge Advisors
Connecticut
$980K +$70.6K +160 +8%
PCM
2047
Princeton Capital Management
New Jersey
$980K +$1.01M +2,284 New
CWM
2048
Concentric Wealth Management
California
$978K – – –
AAP
2049
Arax Advisory Partners
Colorado
$976K -$116K -264 -10%
PL
2050
Parthenon LLC
Kentucky
$975K – – –
80 81
82
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