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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
$575K – – –
NAS
2227
Nicolet Advisory Services
Wisconsin
$574K -$1.02M -2,636 -65%
FIM
2228
Fernwood Investment Management
Massachusetts
$574K +$14.3K +37 +3%
VLC
2229
Van Leeuwen & Company
New Jersey
$574K +$93.7K +243 +20%
HG
2230
Harbor Group
New Hampshire
$572K -$40.9K -106 -7%
PRWA
2231
Platte River Wealth Advisors
Colorado
$572K – – –
IFA
2232
Interactive Financial Advisors
Illinois
$570K -$6.29M -16,304 -92%
BCM
2233
Buckhead Capital Management
Georgia
$568K – – –
SVWAG
2234
Sound View Wealth Advisors Group
Georgia
$566K +$47K +122 +9%
TFF
2235
The Family Firm
Maryland
$560K +$1.16K +3 +0.2%
SFG
2236
StrategIQ Financial Group
Indiana
$560K +$34.7K +90 +7%
HFA
2237
HC Financial Advisors
California
$558K – – –
SC
2238
Scholtz & Company
Connecticut
$556K +$386 +1 +0.1%
PCM
2239
Pointe Capital Management
Michigan
$555K – – –
NEWAS
2240
N.E.W. Advisory Services
Wisconsin
$552K +$771 +2 +0.1%
PIP
2241
Peachtree Investment Partners
Florida
$549K -$250K -647 -32%
DR
2242
Davis Rea
Ontario, Canada
$549K -$89.9K -233 -14%
AB
2243
Atlas Brown
Kentucky
$549K +$15.8K +41 +3%
GCA
2244
Gradient Capital Advisors
California
$547K -$164K -426 -24%
AIA
2245
Armor Investment Advisors
North Carolina
$546K – – –
PWM
2246
Praetorian Wealth Management
California
$546K – – –
STB
2247
S&T Bank
Pennsylvania
$545K +$531K +1,376 New
JWS
2248
Juncture Wealth Strategies
Arizona
$544K -$612K -1,586 -54%
NC
2249
NovaPoint Capital
Georgia
$541K -$19.7K -51 -4%
SFG
2250
SevenBridge Financial Group
Pennsylvania
$541K – – –
88 89
90
91 92