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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
2176
DLK Investment Management
California
$1.99M +$1.86M +4,180 New
BSB
2177
Bangor Savings Bank
Maine
$1.98M -$5.79K -13 -0.3%
AWP
2178
Abacus Wealth Partners
California
$1.98M +$123K +275 +7%
O3W
2179
Omni 360 Wealth
New Jersey
$1.98M +$1.85M +4,158 New
SGI
2180
Summit Global Investments
Utah
$1.98M +$256K +575 +16%
AR
2181
Advisory Research
Illinois
$1.98M +$1.6M +3,598 +645%
MFGM
2182
Marshall Financial Group (Maryland)
Maryland
$1.97M +$429K +962 +30%
JWM
2183
Jackson Wealth Management
Florida
$1.96M -$14.6M -32,808 -89%
FAM
2184
Formidable Asset Management
Ohio
$1.96M -$166K -372 -8%
AGWCA
2185
Annis Gardner Whiting Capital Advisors
Florida
$1.96M – – –
TWM
2186
TMD Wealth Management
Arizona
$1.95M -$105K -235 -5%
ERIC
2187
Eagle Rock Investment Company
Georgia
$1.95M -$36.1K -81 -2%
VLC
2188
Van Leeuwen & Company
New Jersey
$1.95M -$6.49M -14,566 -78%
SHJ
2189
Sharkey, Howes & Javer
Colorado
$1.95M +$1.78K +4 +0.1%
MAWA
2190
Moss Adams Wealth Advisors
Washington
$1.95M -$183K -410 -9%
TCM
2191
Tufton Capital Management
Maryland
$1.94M -$20.5K -46 -1%
CWS
2192
Confluence Wealth Services
Pennsylvania
$1.94M +$426K +956 +31%
NG
2193
Northstar Group
New York
$1.93M -$20.5K -46 -1%
CSB
2194
City State Bank
Iowa
$1.93M +$97.1K +218 +6%
WP
2195
WealthPLAN Partners
Nebraska
$1.93M +$110K +247 +6%
KCM
2196
Kornitzer Capital Management
Kansas
$1.93M – – –
DTC
2197
Davidson Trust Company
Washington
$1.92M +$1.52M +3,412 +536%
ISL
2198
Ingalls & Snyder LLC
New York
$1.92M +$245K +550 +16%
CA
2199
Cornerstone Advisory
Maryland
$1.92M -$83.7K -188 -4%
RFA
2200
RTD Financial Advisors
Pennsylvania
$1.91M -$5.79K -13 -0.3%
86 87
88
89 90