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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BMM
2426
Buffington Mohr McNeal
Idaho
$827K -$19.9K -50 -2%
BFPW
2427
BOK Financial Private Wealth
Colorado
$823K -$4.39K -11 -0.5%
TCPG
2428
Trivant Custom Portfolio Group
California
$821K +$800K +2,005 New
HNW
2429
High Note Wealth
Minnesota
$819K – – –
ECM
2430
EMC Capital Management
Texas
$819K – – –
BPGAM
2431
BTG Pactual Global Asset Management
Bermuda
$819K -$3.02M -7,560 -79%
BCM
2432
Bluefin Capital Management
New York
$819K -$838K -2,100 Closed
HHMI
2433
Howard Hughes Medical Institute
Maryland
$819K – – –
VWMG
2434
Virginia Wealth Management Group
Virginia
$819K – – –
CB
2435
CNB Bank
Pennsylvania
$817K -$3.59K -9 -0.4%
PP
2436
PrairieView Partners
Minnesota
$816K -$631K -1,582 -44%
SWM
2437
Sendero Wealth Management
Texas
$816K +$2.39K +6 +0.3%
SAM
2438
Sompo Asset Management
Japan
$815K -$1.06M -2,650 -57%
RSS
2439
Rosenblum Silverman Sutton
California
$812K -$7.18K -18 -0.9%
PHIC
2440
Pine Haven Investment Counsel
Massachusetts
$809K – – –
GI
2441
Gradient Investments
Minnesota
$807K -$57.9K -145 -7%
HIC
2442
Holderness Investments Company
North Carolina
$804K – – –
CCA
2443
Cora Capital Advisors
New Jersey
$799K +$25.1K +63 +3%
FWP
2444
Falcon Wealth Planning
California
$799K +$205K +515 +36%
DWM
2445
Dorchester Wealth Management
Quebec, Canada
$799K +$778K +1,951 New
FA
2446
Fermata Advisors
California
$798K -$565K -1,417 -42%
DE
2447
Day & Ennis
Georgia
$798K -$152K -380 -16%
CPSC
2448
Carl P. Sherr & Co
Massachusetts
$795K – – –
DFG
2449
Delta Financial Group
New Jersey
$795K +$6.78K +17 +0.9%
AFC
2450
AFT Forsyth & Company
Florida
$795K -$3.99K -10 -0.5%
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