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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2301
PDS Planning
Ohio
$1.67M +$395K +886 +34%
MYIA
2302
Mount Yale Investment Advisors
Colorado
$1.67M +$206K +462 +15%
VDI
2303
Vaughan David Investments
Illinois
$1.67M -$186K -417 -11%
TWM
2304
Tradition Wealth Management
Minnesota
$1.67M +$28.5K +64 +2%
CTWM
2305
Cherry Tree Wealth Management
Minnesota
$1.67M – – –
AG
2306
Ascent Group
Virginia
$1.67M +$91.3K +205 +7%
APIM
2307
Agate Pass Investment Management
Washington
$1.67M -$33.4K -75 -2%
FIM
2308
Fernwood Investment Management
Massachusetts
$1.67M +$16.5K +37 +0%
ECM
2309
Exchange Capital Management
Michigan
$1.67M -$131K -293 -8%
MWM
2310
Merriman Wealth Management
Washington
$1.67M +$1.34K +3 +0.1%
AP
2311
Arlington Partners
Alabama
$1.66M -$543K -1,220 -26%
WPP
2312
Whalerock Point Partners
Rhode Island
$1.66M +$9.8K +22 +0.6%
OFS
2313
OneAscent Financial Services
Alabama
$1.66M -$959K -2,153 -38%
FFO
2314
Fiduciary Family Office
Florida
$1.66M +$1.55M +3,485 New
WWP
2315
Walden Wealth Partners
Ohio
$1.65M +$1.55M +3,481 New
RWI
2316
Red Wave Investments
Pennsylvania
$1.65M +$45.4K +102 +3%
MWS
2317
Maxwell Wealth Strategies
California
$1.65M +$1.55M +3,476 New
BAM
2318
Banta Asset Management
California
$1.65M -$51.7K -116 -3%
CCA
2319
Clearwater Capital Advisors
Illinois
$1.64M +$10.2K +23 +0.7%
VVP
2320
Vulcan Value Partners
Alabama
$1.64M +$1.55M +3,472 New
WFAG
2321
Worth Financial Advisory Group
North Carolina
$1.64M +$86K +193 +6%
MW
2322
Maia Wealth
Colorado
$1.64M +$1.54M +3,449 New
FPFS
2323
First Personal Financial Services
North Carolina
$1.64M -$33.4K -75 -2%
CANC
2324
Culbertson A N & Co
Virginia
$1.64M -$445 -1 -0%
FA
2325
Fiducient Advisors
Illinois
$1.64M -$8.43M -18,923 -85%
91 92
93
94 95