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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
ETS
2376
ESL Trust Services
New York
$853K -$54.3K -122 -6%
SIS
2377
Sound Income Strategies
Florida
$851K -$256K -576 -23%
TWM
2378
TriaGen Wealth Management
California
$849K -$89K -200 -10%
TFO
2379
Tarbox Family Office
California
$848K -$15.1K -34 -2%
GWCM
2380
Godshalk Welsh Capital Management
Pennsylvania
$847K – – –
EAM
2381
Eagle Asset Management
Florida
$846K -$4.54M -10,199 -84%
SFG
2382
Sather Financial Group
Texas
$846K +$26.7K +60 +3%
APSI
2383
Asset Planning Services Inc
Louisiana
$843K +$187K +420 +29%
RCM
2384
Rain Capital Management
Oregon
$837K +$3.12K +7 +0.4%
CFG
2385
Cooper Financial Group
California
$837K +$65.4K +147 +9%
PCMU
2386
Paragon Capital Management (Utah)
Utah
$836K +$190K +427 +30%
LCM
2387
Liberty Capital Management
Michigan
$835K +$115K +259 +16%
SFC
2388
SYM Financial Corp
Indiana
$832K -$3.56K -8 -0.4%
VBWMG
2389
Von Berge Wealth Management Group
California
$832K +$445 +1 +0.1%
WC
2390
Weil Company
California
$831K +$819K +1,840 New
RCM
2391
Radnor Capital Management
Pennsylvania
$830K – – –
TLFA
2392
True Link Financial Advisors
California
$829K +$817K +1,835 New
IAA
2393
Independent Advisor Alliance
North Carolina
$823K -$219K -493 -21%
DWM
2394
Darwin Wealth Management
Florida
$822K +$12K +27 +2%
GB
2395
Goepper Burkhardt
South Carolina
$821K +$246K +553 +44%
ACA
2396
Affinity Capital Advisors
California
$820K -$350K -786 -30%
LA
2397
Lindenwold Advisors
Pennsylvania
$819K – – –
MWA
2398
Monograph Wealth Advisors
California
$817K – – –
AA
2399
Addison Advisors
Vermont
$816K +$328K +736 +69%
TI
2400
tru Independence
Oregon
$815K +$57.4K +129 +8%
94 95
96
97 98