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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2176
Meeder Asset Management
Ohio
$310K +$263K +861 +251%
DE
2177
Day & Ennis
Georgia
$309K -$98.8K -324 -21%
CCM
2178
Courage Capital Management
Tennessee
$309K – – –
LWP
2179
Legacy Wealth Planning
Nevada
$306K -$11.3K -37 -3%
BIM
2180
Bridges Investment Management
Nebraska
$306K – – –
CWA
2181
Clarity Wealth Advisors
California
$306K +$103K +337 +40%
NAM
2182
NorthCoast Asset Management
Connecticut
$305K +$361K +1,184 New
TC
2183
TAP Consulting
Missouri
$304K +$915 +3 +0.3%
ACM
2184
Ategra Capital Management
Virginia
$298K +$34.2K +112 +11%
ACM
2185
Academy Capital Management
Texas
$296K +$101K +332 +40%
JAM
2186
JCIC Asset Management
Ontario, Canada
$295K +$253K +830 +263%
PFM
2187
Peak Financial Management
Massachusetts
$292K -$123K -402 -26%
IF
2188
Ironwood Financial
Arizona
$291K -$3.05M -9,986 -90%
FNFDCM
2189
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$291K – – –
EWM
2190
Elmwood Wealth Management
California
$290K +$92.4K +303 +38%
SVWAG
2191
Sound View Wealth Advisors Group
Georgia
$290K -$37.2K -122 -10%
SNB
2192
Security National Bank
Nebraska
$289K – – –
CPA
2193
Court Place Advisors
Maryland
$288K -$7.32K -24 -2%
PIM
2194
Parker Investment Management
California
$287K -$18.3K -60 -5%
AFM
2195
Abbot Financial Management
Massachusetts
$285K +$30.5K +100 +10%
SPA
2196
Sentinel Pension Advisors
Massachusetts
$285K +$63.4K +208 +23%
MCP
2197
Mirador Capital Partners
California
$284K -$204K -670 -40%
AJ
2198
Ashburton (Jersey)
Jersey
$284K – – –
CNFG
2199
Creegan & Nassoura Financial Group
New Hampshire
$284K – – –
HHAA
2200
Henry H. Armstrong Associates
Pennsylvania
$284K – – –
86 87
88
89 90