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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
2226
Colonial Trust Advisors
South Carolina
$542K -$8.52K -24 -2%
CC
2227
Cornerstone Capital
California
$542K – – –
GA
2228
Greytown Advisors
Florida
$542K +$96.5K +272 +23%
PA
2229
PSI Advisors
Florida
$540K -$35.1K -99 -6%
DP
2230
DDD Partners
Washington
$540K -$6.03K -17 -1%
WTB
2231
Washington Trust Bank
Washington
$539K +$45.4K +128 +10%
PMG
2232
Private Management Group
California
$539K +$297K +837 +138%
PWM
2233
PRW Wealth Management
Massachusetts
$538K -$63.9K -180 -11%
LWM
2234
Liberty Wealth Management
California
$538K -$19.9K -56 -4%
PRWA
2235
Platte River Wealth Advisors
Colorado
$538K – – –
BCM
2236
Buckhead Capital Management
Georgia
$535K +$14.9K +42 +3%
APSP
2237
Asset Planning Services (Pennsylvania)
Pennsylvania
$529K -$1.97M -5,566 -80%
NC
2238
NovaPoint Capital
Georgia
$529K -$97.9K -276 -16%
TFF
2239
The Family Firm
Maryland
$529K +$1.06K +3 +0.2%
DHFB
2240
Dixon Hubard Feinour & Brown
Virginia
$528K – – –
FIM
2241
Fernwood Investment Management
Massachusetts
$528K +$355 +1 +0.1%
JAM
2242
JCIC Asset Management
Ontario, Canada
$527K +$7.09K +20 +1%
HFA
2243
HC Financial Advisors
California
$526K – – –
EL
2244
Envoi LLC
Minnesota
$526K – – –
SC
2245
Scholtz & Company
Connecticut
$525K +$55.7K +157 +13%
PCM
2246
Pointe Capital Management
Michigan
$524K – – –
QCIG
2247
Quad-Cities Investment Group
Iowa
$523K +$496K +1,399 New
HS
2248
Haafor (Singapore)
Singapore
$523K +$497K +1,400 New
RPG
2249
Resource Planning Group
Georgia
$520K – – –
GGS
2250
Galvin Gaustad & Stein
Arizona
$520K +$493K +1,391 New
88 89
90
91 92