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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
2401
Miramar Capital
Illinois
$384K +$106K +298 +43%
AIM
2402
Axiom Investment Management
New York
$383K -$203K -571 -43%
NCG
2403
Newport Capital Group
New Jersey
$382K +$362K +1,021 New
TWM
2404
Tanglewood Wealth Management
Texas
$380K – – –
FI
2405
Financial Insights
Washington
$378K -$3.55K -10 -1%
MCP
2406
Mirador Capital Partners
California
$377K +$3.55K +10 +1%
TNAM
2407
Terra Nova Asset Management
New York
$377K +$358K +1,008 New
MS
2408
Maven Securities
Jersey
$374K -$12.7M -35,796 -97%
APW
2409
Acima Private Wealth
Virginia
$374K – – –
CM
2410
Capital Management
Virginia
$374K – – –
TAM
2411
Trillium Asset Management
Massachusetts
$374K – – –
WOSD
2412
WFA of San Diego
California
$373K – – –
NAM
2413
Nationwide Asset Management
Ohio
$372K – – –
BIM
2414
Bridges Investment Management
Nebraska
$369K -$88.7K -250 -20%
HS
2415
Horan Securities
United States
$366K +$75.6K +213 +28%
CISOA
2416
Capital Investment Services of America
Wisconsin
$365K – – –
SL
2417
Savior LLC
Massachusetts
$363K +$19.9K +56 +6%
MCM
2418
Maple Capital Management
Vermont
$362K – – –
SFA
2419
Souders Financial Advisors
Ohio
$362K +$10.6K +30 +3%
MIA
2420
MainStreet Investment Advisors
Illinois
$360K – – –
WPA
2421
Winning Points Advisors
Florida
$358K – – –
CRI
2422
Colonial River Investments
Virginia
$357K +$325K +917 New
BWA
2423
Bordeaux Wealth Advisors
California
$357K +$338K +954 New
WFA
2424
Wade Financial Advisory
California
$356K -$31.9K -90 -9%
MFGM
2425
Marshall Financial Group (Maryland)
Maryland
$356K +$337K +951 New
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97
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