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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WDC
2126
Woodward Diversified Capital
California
$789K -$33K -79 -4%
SCA
2127
Stonebridge Capital Advisors
Minnesota
$788K +$12.1K +29 +2%
LRPA
2128
L. Roy Papp & Associates
Arizona
$786K – – –
AA
2129
Aufman Associates
Pennsylvania
$784K -$8.35K -20 -1%
CGH
2130
Crossmark Global Holdings
Texas
$782K -$2.92K -7 -0.4%
HCM
2131
Hutchinson Capital Management
California
$782K – – –
AFA
2132
American Financial Advisors
Georgia
$782K +$34.6K +83 +5%
LWMG
2133
Levy Wealth Management Group
Pennsylvania
$781K +$1.25K +3 +0.2%
CA
2134
Continuum Advisory
Idaho
$779K +$27.1K +65 +4%
SFG
2135
Sather Financial Group
Texas
$777K – – –
CST
2136
Charles Schwab Trust
Nevada
$776K +$114K +274 +18%
AWMT
2137
AAFMAA Wealth Management & Trust
North Carolina
$774K -$24.6K -59 -3%
CYG
2138
Clean Yield Group
Vermont
$771K – – –
NL
2139
NKCFO LLC
Illinois
$771K – – –
CPSC
2140
Carl P. Sherr & Co
Massachusetts
$768K – – –
TF
2141
TimeScale Financial
Massachusetts
$768K +$115K +275 +18%
QT
2142
Quantbot Technologies
New York
$767K -$2.66M -6,378 -78%
TP
2143
Truvvo Partners
New York
$764K +$431K +1,032 +137%
HTHT
2144
Hemenway Trust Hemenway Trust
New Hampshire
$762K -$54.3K -130 -7%
T2I
2145
Turim 21 Investimentos
Brazil
$760K +$741K +1,776 New
PA
2146
Probity Advisors
Texas
$759K -$117K -280 -14%
LWP
2147
Legacy Wealth Planning
Nevada
$757K +$88.5K +212 +14%
RPGK
2148
Retirement Planning Group (Kansas)
Kansas
$752K +$106K +255 +17%
BFP
2149
Briaud Financial Planning
Texas
$751K – – –
EWF
2150
Epstein & White Financial
California
$748K -$1.67K -4 -0.2%
84 85
86
87 88