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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CASB
2376
Cape Ann Savings Bank
Massachusetts
$997K +$50.4K +120 +6%
CAS
2377
Coppell Advisory Solutions
Texas
$996K -$406K -967 -30%
AF
2378
Alerus Financial
North Dakota
$996K -$18.5K -44 -2%
AIA
2379
Armor Investment Advisors
North Carolina
$995K +$11.3K +27 +1%
LWMG
2380
Levy Wealth Management Group
Pennsylvania
$991K -$13.8K -33 -1%
DE
2381
Day & Ennis
Georgia
$990K +$119K +284 +15%
CTC
2382
Corundum Trust Company
South Dakota
$987K +$935K +2,227 New
AWM
2383
Arista Wealth Management
Nevada
$985K – – –
SEM
2384
Suncoast Equity Management
Florida
$983K +$280K +667 +43%
DGAM
2385
Desjardins Global Asset Management
Quebec, Canada
$978K +$654K +1,559 +241%
TNAM
2386
Terra Nova Asset Management
New York
$977K +$450K +1,073 +95%
MC
2387
Miramar Capital
Illinois
$976K -$166K -395 -15%
JFA
2388
JNBA Financial Advisors
Minnesota
$975K -$37.8K -90 -4%
IP
2389
Intellectus Partners
California
$975K -$46.2K -110 -5%
AWA
2390
ARQ Wealth Advisors
Arizona
$974K -$98.2K -234 -10%
VCS
2391
Vaughan & Co Securities
New Jersey
$971K -$2.52K -6 -0.3%
TWM
2392
Trevian Wealth Management
Massachusetts
$971K -$501K -1,194 -35%
FB
2393
Fulton Bank
Pennsylvania
$970K – – –
BWM
2394
Boyd Wealth Management
California
$969K +$2.1K +5 +0.2%
HI
2395
Horizon Investments
North Carolina
$965K -$10.9K -26 -1%
BEW
2396
Burton Enright Welch
California
$964K +$125K +298 +16%
EC
2397
EdgeRock Capital
Colorado
$963K +$839 +2 +0.1%
AG
2398
Appleton Group
Wisconsin
$961K +$12.2K +29 +1%
SIM
2399
Stratos Investment Management
Ohio
$959K -$71.8K -171 -7%
SWM
2400
Sugarloaf Wealth Management
Georgia
$958K -$37.4K -89 -4%
94 95
96
97 98