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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
2226
AFT Forsyth & Company
Florida
$667K -$3.53K -8 -0.5%
EPM
2227
Elm Partners Management
Pennsylvania
$667K – – –
CFN
2228
Cordasco Financial Network
Florida
$666K – – –
DAM
2229
Doheny Asset Management
California
$665K -$6.62K -15 -1%
EWP
2230
Engrave Wealth Partners
Texas
$664K -$282K -639 -29%
EGWAG
2231
Elwood & Goetz Wealth Advisory Group
Georgia
$664K +$146K +332 +27%
HWM
2232
HighMark Wealth Management
Minnesota
$663K -$21.6K -49 -3%
WOSD
2233
WFA of San Diego
California
$662K +$1.32K +3 +0.2%
FPIS
2234
Financial Planning & Information Services
Wisconsin
$657K +$4.85K +11 +0.7%
SRC
2235
Shufro Rose & Co
New York
$648K -$2.21K -5 -0.3%
SAA
2236
Southeast Asset Advisors
Georgia
$647K +$2.21K +5 +0.3%
FMN
2237
Financial Management Network
California
$645K +$32.2K +73 +5%
ITFISA
2238
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$644K -$573K -1,300 -46%
PFG
2239
PAX Financial Group
Texas
$643K – – –
DOA
2240
D'Orazio & Associates
Virginia
$642K -$595K -1,349 -47%
SAM
2241
Synergy Asset Management
Washington
$642K -$199K -450 -23%
TFF
2242
The Family Firm
Maryland
$641K +$882 +2 +0.1%
GCA
2243
Gradient Capital Advisors
California
$641K +$67.5K +153 +11%
LC
2244
Landaas & Company
Wisconsin
$638K – – –
ECM
2245
EagleClaw Capital Management
Massachusetts
$637K +$104K +235 +19%
FAM
2246
Fenimore Asset Management
New York
$634K – – –
ZAM
2247
Zevin Asset Management
Massachusetts
$630K – – –
TLP
2248
Trinity Legacy Partners
Texas
$627K +$93.5K +212 +17%
WFM
2249
Wolff Financial Management
Michigan
$627K +$644K +1,461 New
ICP
2250
Interchange Capital Partners
Pennsylvania
$626K -$33.5K -76 -5%
88 89
90
91 92