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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LKIM
2326
Lawson Kroeker Investment Management
Nebraska
$995K – – –
CIM
2327
Chapman Investment Management
California
$995K +$89.1K +194 +10%
NIM
2328
Northeast Investment Management
Massachusetts
$994K -$5.05K -11 -0.5%
RCM
2329
Regency Capital Management
Hawaii
$994K +$55.1K +120 +6%
ML
2330
McAdam LLC
Pennsylvania
$989K -$2.29K -5 -0.2%
TWM
2331
TriaGen Wealth Management
California
$988K – – –
MSA
2332
McAlister Sweet & Associates
Texas
$984K +$951K +2,072 New
AWA
2333
ARQ Wealth Advisors
Arizona
$983K +$138K +300 +17%
PIP
2334
Peachtree Investment Partners
Florida
$982K +$71.6K +156 +8%
IIA
2335
Integral Investment Advisors
California
$979K +$947K +2,062 New
VCM
2336
Viewpoint Capital Management
Washington
$978K +$945K +2,059 New
ACM
2337
Ategra Capital Management
Virginia
$978K – – –
FB
2338
First Bancorp
Maine
$977K -$17.9K -39 -2%
CWS
2339
Confluence Wealth Services
Pennsylvania
$977K +$945K +2,059 New
KCPG
2340
Kavar Capital Partners Group
Kansas
$975K – – –
VCM
2341
Vigilant Capital Management
Maine
$975K +$392K +854 +71%
PWA
2342
Primoris Wealth Advisors
Florida
$971K +$938K +2,044 New
FCT
2343
Family Capital Trust
Massachusetts
$970K -$27.5K -60 -3%
RE
2344
RBC Europe
United Kingdom
$969K -$115K -250 -11%
CWA
2345
Consilium Wealth Advisory
Texas
$968K +$936K +2,038 New
YAL
2346
Your Advocates Ltd
Texas
$967K +$14.2K +31 +2%
WCM
2347
Wallace Capital Management
Texas
$965K +$68.9K +150 +8%
CWM
2348
Concentric Wealth Management
California
$964K -$115K -250 -11%
LRIC
2349
Long Road Investment Counsel
Michigan
$964K – – –
AA
2350
Axiom Advisory
California
$964K +$932K +2,030 New
92 93
94
95 96