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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
$718K – – –
IIA
2327
Integral Investment Advisors
California
$717K – – –
RSS
2328
Rosenblum Silverman Sutton
California
$717K – – –
IP
2329
Intellectus Partners
California
$717K +$47.7K +120 +6%
FIM
2330
Fernwood Investment Management
Massachusetts
$717K +$98.9K +249 +14%
MWM
2331
Mascoma Wealth Management
New Hampshire
$716K +$2.38K +6 +0.3%
CB
2332
CNB Bank
Pennsylvania
$716K +$3.57K +9 +0.5%
APW
2333
Austin Private Wealth
Texas
$715K +$132K +332 +20%
HHMI
2334
Howard Hughes Medical Institute
Maryland
$714K – – –
VWMG
2335
Virginia Wealth Management Group
Virginia
$714K +$7.94K +20 +1%
WFA
2336
Websterrogers Financial Advisors
South Carolina
$714K +$120K +301 +18%
DIA
2337
Davidson Investment Advisors
Montana
$713K +$792K +1,995 New
PGWM
2338
Parisi Gray Wealth Management
New Jersey
$711K -$1.17M -2,953 -60%
TFO
2339
Tarbox Family Office
California
$709K -$14.3K -36 -2%
AOWM
2340
Alpha Omega Wealth Management
Virginia
$709K -$5.16K -13 -0.7%
PHIC
2341
Pine Haven Investment Counsel
Massachusetts
$705K – – –
HC
2342
Hourglass Capital
Texas
$704K -$77.4K -195 -9%
NIM
2343
Northeast Investment Management
Massachusetts
$704K -$49.2K -124 -6%
LKIM
2344
Lawson Kroeker Investment Management
Nebraska
$704K – – –
TWP
2345
Total Wealth Planning
Ohio
$704K +$71.9K +181 +10%
NAS
2346
Nicolet Advisory Services
Wisconsin
$703K +$17.5K +44 +2%
FW
2347
FirstPurpose Wealth
Utah
$702K -$266K -669 -25%
AFC
2348
AFT Forsyth & Company
Florida
$702K -$23.8K -60 -3%
LCC
2349
Lincoln Capital Corp
Rhode Island
$702K -$13.5K -34 -2%
PP
2350
PrairieView Partners
Minnesota
$701K -$384K -966 -33%
92 93
94
95 96