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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2251
Trevian Wealth Management
Massachusetts
$830K +$144K +362 +18%
IA
2252
Integrity Advisory
Kansas
$828K +$27.8K +70 +3%
SWK
2253
Stephen W. Kidder
$826K -$85.4K -215 -9%
MIG
2254
McGuire Investment Group
Rhode Island
$825K – – –
CCM
2255
CAAS Capital Management
New York
$822K -$21.4M -53,910 -96%
BAM
2256
Bosun Asset Management
Illinois
$822K -$199K -500 -18%
OHIS
2257
Oak Harvest Investment Services
Texas
$820K +$319K +803 +54%
UF
2258
Univest Financial
Pennsylvania
$819K – – –
LCOV
2259
London Company of Virginia
Virginia
$817K -$44.1K -111 -5%
RCAMU
2260
Rothschild & Co Asset Management US
Connecticut
$815K -$2.72M -6,840 -75%
NFSG
2261
Newbridge Financial Services Group
Florida
$814K +$36.9K +93 +4%
PL
2262
Parthenon LLC
Kentucky
$812K – – –
PTCG
2263
Pring Turner Capital Group
California
$809K +$899K +2,264 New
AA
2264
Addison Advisors
Vermont
$808K +$103K +260 +13%
4WM
2265
4J Wealth Management
Virginia
$807K -$794 -2 -0.1%
KFP
2266
KB Financial Partners
New Jersey
$804K – – –
ECM
2267
EMC Capital Management
Texas
$802K +$794K +2,000 New
ACM
2268
Alamar Capital Management
California
$801K +$31.8K +80 +4%
YAM
2269
Yacktman Asset Management
Texas
$801K +$474K +1,194 +114%
ML
2270
Mayport LLC
Massachusetts
$800K – – –
FC
2271
Financial Council
Maryland
$800K +$12.3K +31 +1%
VCM
2272
Versant Capital Management
Arizona
$798K -$1.59K -4 -0.2%
HVP
2273
Hudson Value Partners
Florida
$795K +$3.97K +10 +0.5%
VIA
2274
Vickerman Investment Advisors
Washington
$789K +$16.7K +42 +2%
SMDAM
2275
Sumitomo Mitsui DS Asset Management
Japan
$788K +$229K +577 +35%
89 90
91
92 93