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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
P
2051
&Partners
Tennessee
$917K – – –
CWM
2052
Cahaba Wealth Management
Georgia
$916K -$1.13M -2,707 -56%
FWI
2053
Facet Wealth Inc
Maryland
$915K -$46.7K -112 -5%
IP
2054
Isthmus Partners
Wisconsin
$915K – – –
FNBSF
2055
First National Bank Sioux Falls
South Dakota
$914K – – –
VLC
2056
Van Leeuwen & Company
New Jersey
$914K +$282K +675 +47%
KCA
2057
Karn Couzens & Associates
Connecticut
$913K -$4.17K -10 -0.5%
CMP
2058
Courage Miller Partners
Virginia
$913K – – –
MSS
2059
Mitchell Sinkler & Starr
Pennsylvania
$912K +$50.1K +120 +6%
TWM
2060
TriaGen Wealth Management
California
$912K +$59.7K +143 +7%
RVPG
2061
Relative Value Partners Group
$910K -$379K -907 -30%
CBA
2062
Coastal Bridge Advisors
Connecticut
$909K – – –
SFS
2063
Shaker Financial Services
Virginia
$907K -$9.64M -23,106 -92%
PFC
2064
Poplar Forest Capital
California
$904K -$77.2K -185 -8%
WFA
2065
Websterrogers Financial Advisors
South Carolina
$904K +$5.01K +12 +0.6%
WIC
2066
Whitegate Investment Counselors
New Hampshire
$901K -$27.1K -65 -3%
UB
2067
UMB Bank
Missouri
$901K – – –
FB
2068
Fulton Bank
Pennsylvania
$898K +$353K +846 +68%
RCM
2069
Rain Capital Management
Oregon
$896K +$118K +282 +16%
LF
2070
Lantz Financial
Illinois
$895K – – –
TP
2071
Tranquility Partners
Tennessee
$892K -$253K -606 -23%
MCG
2072
MACRO Consulting Group
New Jersey
$892K – – –
SFS
2073
Strategic Financial Services
New York
$891K – – –
BBNB
2074
Baker Boyer National Bank
Washington
$889K +$984K +2,357 New
PIA
2075
Powell Investment Advisors
Florida
$882K +$835 +2 +0.1%
81 82
83
84 85