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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2201
Wallington Asset Management
Indiana
$3.09M -$644K -1,005 -18%
EPAM
2202
Evelyn Partners Asset Management
$3.09M -$490K -764 -14%
MIM
2203
Merrion Investment Management
New Jersey
$3.07M -$1.28K -2 -0%
EGWAG
2204
Elwood & Goetz Wealth Advisory Group
Georgia
$3.07M +$119K +186 +4%
LTI
2205
Laffer Tengler Investments
Tennessee
$3.07M +$1.74M +2,712 +143%
EFN
2206
Equita Financial Network
Pennsylvania
$3.06M -$5.13K -8 -0.2%
CCG
2207
Ceeto Capital Group
Florida
$3.06M -$321K -500 -10%
PWS
2208
Peterson Wealth Services
Utah
$3.06M -$2.01M -3,139 -71%
NDSI
2209
Newman Dignan & Sheerar Inc
Rhode Island
$3.06M -$50.6K -79 -2%
TCOT
2210
Trust Company of Toledo
Ohio
$3.05M +$208K +325 +8%
CWM
2211
Cahaba Wealth Management
Georgia
$3.04M -$57.1K -89 -2%
AIA
2212
AssuredPartners Investment Advisors
Florida
$3.04M +$967K +1,508 +49%
ACA
2213
Affinity Capital Advisors
California
$3.04M -$4.49K -7 -0.2%
CC
2214
Cadinha & Co
Hawaii
$3.03M +$5.13K +8 +0.2%
PAG
2215
Private Advisory Group
Washington
$3.03M -$18.7M -29,165 -87%
MCM
2216
MV Capital Management
Maryland
$3.03M -$31.4K -49 -1%
CST
2217
Charles Schwab Trust
Nevada
$3.03M +$476K +742 +20%
LFA
2218
Longview Financial Advisors
Alabama
$3.03M +$641 +1 +0%
SFO
2219
Stenger Family Office
Illinois
$3.03M +$124K +193 +5%
FPL
2220
Fortress Private Ledger
North Carolina
$3.02M -$179K -279 -6%
1NWS
2221
1 North Wealth Services
Maryland
$3.02M -$28.8K -45 -1%
IIA
2222
Integral Investment Advisors
California
$3.01M +$42.9K +67 +2%
TCM
2223
Tufton Capital Management
Maryland
$3.01M +$9.62K +15 +0.3%
CTA
2224
Colonial Trust Advisors
South Carolina
$3M +$1.16M +1,803 +67%
AWA
2225
Acorn Wealth Advisors
Michigan
$3M +$1.67M +2,599 +137%
87 88
89
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