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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
2326
Capital Counsel
New York
$917K -$29.4K -66 -3%
FCB
2327
First Command Bank
Texas
$917K +$51.2K +115 +6%
FWM
2328
Fortress Wealth Management
California
$917K +$242K +544 +37%
CWM
2329
Concentric Wealth Management
California
$916K – – –
HVP
2330
Hudson Value Partners
Florida
$915K +$114K +255 +14%
ACM
2331
Ategra Capital Management
Virginia
$915K -$15.1K -34 -2%
6F
2332
626 Financial
Michigan
$914K +$445 +1 +0%
PWS
2333
Peterson Wealth Services
Utah
$913K +$49K +110 +6%
HIC
2334
Holderness Investments Company
North Carolina
$913K +$352K +791 +64%
TGAM
2335
TBH Global Asset Management
Tennessee
$912K +$21.4K +48 +2%
AFC
2336
AFT Forsyth & Company
Florida
$912K +$114K +256 +15%
NFSG
2337
Newbridge Financial Services Group
Florida
$907K +$130K +293 +17%
SNB
2338
Security National Bank
Nebraska
$905K -$111K -250 -11%
FB
2339
First Bancorp
Maine
$905K -$23.6K -53 -3%
LCC
2340
Lincoln Capital Corp
Rhode Island
$904K -$8.46K -19 -0.9%
IAP
2341
Indie Asset Partners
Indiana
$903K -$199K -447 -18%
HHMI
2342
Howard Hughes Medical Institute
Maryland
$903K – – –
LWMG
2343
Levy Wealth Management Group
Pennsylvania
$903K +$51.2K +115 +6%
RA
2344
Riverstone Advisors
Texas
$901K -$136K -305 -13%
RE
2345
RBC Europe
United Kingdom
$901K -$20.5K -46 -2%
CB
2346
CNB Bank
Pennsylvania
$901K – – –
NAS
2347
Nicolet Advisory Services
Wisconsin
$900K +$32.1K +72 +4%
PWS
2348
Private Wealth Strategies
Ohio
$896K – – –
PHIC
2349
Pine Haven Investment Counsel
Massachusetts
$892K – – –
EWA
2350
Encompass Wealth Advisors
Oregon
$891K +$151K +340 +21%
92 93
94
95 96