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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SAA
2401
Southeast Asset Advisors
Georgia
$855K +$798 +2 +0.1%
CFCI
2402
Comprehensive Financial Consultants Institutional
Indiana
$854K – – –
CSIA
2403
Charles Schwab Investment Advisory
California
$853K +$198K +496 +31%
WA
2404
Wealthstar Advisors
Texas
$850K -$1.6K -4 -0.2%
MWM
2405
Mascoma Wealth Management
New Hampshire
$850K +$12.8K +32 +2%
PEA
2406
Park Edge Advisors
Ohio
$847K – – –
NCM
2407
Next Capital Management
New York
$847K +$35.9K +90 +5%
RCIM
2408
Red Cedar Investment Management
Michigan
$845K -$5.53M -13,871 -87%
WSCM
2409
Wellington Shields Capital Management
New York
$845K +$372K +933 +82%
VCM
2410
Viewpoint Capital Management
Washington
$845K – – –
SMF
2411
Sterling Manor Financial
New York
$843K -$7.32M -18,337 -90%
GSWM
2412
Greenup Street Wealth Management
Michigan
$843K -$1.2K -3 -0.1%
PWA
2413
Primoris Wealth Advisors
Florida
$842K – – –
AC
2414
AWM Capital
Arizona
$841K +$130K +325 +19%
RDWM
2415
Red Door Wealth Management
Tennessee
$841K -$251K -630 -23%
APC
2416
Asset Planning Corporation
Tennessee
$839K -$2.79K -7 -0.3%
PA
2417
Prossimo Advisors
California
$839K – – –
LCC
2418
Lincoln Capital Corp
Rhode Island
$837K +$42.7K +107 +6%
CIM
2419
Chapman Investment Management
California
$836K -$13.2K -33 -2%
FFG
2420
Fortem Financial Group
California
$836K -$12K -30 -1%
MSFP
2421
Mark Sheptoff Financial Planning
Connecticut
$834K -$14.4K -36 -2%
BTIM
2422
BancFirst Trust & Investment Management
Oklahoma
$834K -$229K -574 -22%
TT
2423
TI-Trust
Illinois
$834K -$4.39K -11 -0.5%
CFM
2424
Coronation Fund Managers
South Africa
$833K +$25.9K +65 +3%
ACA
2425
Affinity Capital Advisors
California
$829K +$9.18K +23 +1%
95 96
97
98 99