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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
2051
AFT Forsyth & Company
Florida
$495K +$29.2K +88 +6%
CTA
2052
Colonial Trust Advisors
South Carolina
$494K – – –
TC
2053
Trust Company
Kansas
$492K +$15.2K +46 +3%
CAM
2054
Concorde Asset Management
Michigan
$489K -$237K -715 -33%
DP
2055
DDD Partners
Washington
$489K -$142K -428 -23%
SCA
2056
Stonebridge Capital Advisors
Minnesota
$489K +$11.3K +34 +2%
TF
2057
TimeScale Financial
Massachusetts
$488K -$13.3K -40 -3%
SRC
2058
Shufro Rose & Co
New York
$487K -$21.9K -66 -4%
WFM
2059
Wolff Financial Management
Michigan
$487K – – –
CC
2060
Cornerstone Capital
California
$486K -$12.9K -39 -3%
CA
2061
Capital Advantage
California
$484K +$20.2K +61 +4%
APW
2062
Austin Private Wealth
Texas
$481K – – –
TFM
2063
TFC Financial Management
Massachusetts
$480K +$475K +1,433 New
DSN
2064
D. Scott Neal
Kentucky
$479K -$349K -1,054 -42%
FIM
2065
Fernwood Investment Management
Massachusetts
$473K +$663 +2 +0.1%
HPC
2066
Hobart Private Capital
North Carolina
$473K +$468K +1,411 New
HFA
2067
HC Financial Advisors
California
$471K – – –
TFF
2068
The Family Firm
Maryland
$471K +$994 +3 +0.2%
EL
2069
Envoi LLC
Minnesota
$471K – – –
PCM
2070
Pointe Capital Management
Michigan
$469K -$9.94K -30 -2%
PRWA
2071
Platte River Wealth Advisors
Colorado
$469K +$1.33K +4 +0.3%
NEWAS
2072
N.E.W. Advisory Services
Wisconsin
$466K -$4.31K -13 -0.9%
RPG
2073
Resource Planning Group
Georgia
$466K – – –
BCM
2074
Buckhead Capital Management
Georgia
$465K – – –
JAM
2075
JCIC Asset Management
Ontario, Canada
$465K – – –
81 82
83
84 85