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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
2126
Andesa Financial Management
Pennsylvania
$842K +$590K +1,337 +214%
TNB
2127
Thomasville National Bank
Georgia
$840K -$7.5K -17 -0.9%
AOWM
2128
Alpha Omega Wealth Management
Virginia
$840K +$2.65K +6 +0.3%
CCC
2129
Crescent Capital Consulting
Louisiana
$840K +$32.2K +73 +4%
LF
2130
Lantz Financial
Illinois
$838K -$60.9K -138 -7%
AWM
2131
Altus Wealth Management
Kentucky
$838K +$441 +1 +0.1%
CST
2132
Charles Schwab Trust
Nevada
$836K +$59.5K +135 +7%
SFG
2133
SevenBridge Financial Group
Pennsylvania
$835K +$260K +590 +44%
RCM
2134
Rain Capital Management
Oregon
$832K -$67.9K -154 -7%
RSS
2135
Rosenblum Silverman Sutton
California
$823K -$24.7K -56 -3%
FCB
2136
First Command Bank
Texas
$822K – – –
FCFS
2137
First Command Financial Services
Texas
$822K – – –
LFG
2138
Larson Financial Group
Missouri
$822K +$275K +624 +48%
TFO
2139
Tarbox Family Office
California
$821K -$391K -887 -32%
PIP
2140
Peachtree Investment Partners
Florida
$820K -$121K -275 -13%
FFG
2141
Frisch Financial Group
New York
$819K -$240K -544 -22%
CA
2142
Continuum Advisory
Idaho
$818K +$632K +1,432 +79%
WFA
2143
Websterrogers Financial Advisors
South Carolina
$815K -$101K -228 -11%
GWCM
2144
Godshalk Welsh Capital Management
Pennsylvania
$815K – – –
LWMG
2145
Levy Wealth Management Group
Pennsylvania
$815K +$33.1K +75 +4%
CIM
2146
Chapman Investment Management
California
$815K +$838K +1,900 New
IAS
2147
IMA Advisory Services
Colorado
$812K – – –
SCA
2148
Stonebridge Capital Advisors
Minnesota
$812K +$22.1K +50 +3%
SNB
2149
Security National Bank
Nebraska
$811K – – –
HWMA
2150
Heritage Wealth Management (Arizona)
Arizona
$807K -$30.9K -70 -4%
84 85
86
87 88