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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
2401
New Capital Management
Texas
$59K – – –
HI
2402
Hoey Investments
Pennsylvania
$57K – – –
CI
2403
CX Institutional
Indiana
$56K +$2.98K +9 +6%
AW
2404
Avion Wealth
Texas
$53K +$7.95K +24 +18%
PP
2405
Pacifica Partners
Canada
$52K +$32.8K +99 +177%
CPC
2406
Congress Park Capital
New York
$52K +$51K +154 New
GWMIA
2407
Global Wealth Management Investment Advisory
Florida
$51K -$801K -2,418 -94%
HCM
2408
Horrell Capital Management
Arkansas
$51K – – –
JWM
2409
Janiczek Wealth Management
Colorado
$51K +$331 +1 +0.7%
BCM
2410
Blume Capital Management
California
$47K – – –
SCM
2411
Sirios Capital Management
Massachusetts
$46K -$2.32K -7 -5%
SIM
2412
Seaview Investment Managers
Florida
$42K +$42.4K +128 New
CA
2413
Centerpoint Advisors
Massachusetts
$39K – – –
BL
2414
Balentine LLC
Georgia
$35K – – –
USGIU
2415
U.S. Global Investors (USGI)
Texas
$33K -$99.4K -300 -75%
FMB
2416
Field & Main Bank
Kentucky
$33K – – –
RCC
2417
Red Cedar Capital
Nebraska
$32K – – –
FWM
2418
Focused Wealth Management
New York
$31K – – –
CIM
2419
Contravisory Investment Management
Massachusetts
$31K +$1.66K +5 +6%
RTC
2420
Riverview Trust Company
Washington
$27K – – –
VCM
2421
Versant Capital Management
Arizona
$24K – – –
BC
2422
Barnett & Company
Tennessee
$20K – – –
MWA
2423
Moser Wealth Advisors
Washington
$18K – – –
SCA
2424
Stuart Chaussee & Associates
California
$17K – – –
ACG
2425
Allen Capital Group
Nebraska
$16K -$663 -2 -4%
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97
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