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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
2476
Everhart Financial Group
Ohio
$560K +$60.4K +152 +11%
FCT
2477
Family Capital Trust
Massachusetts
$559K -$1.99K -5 -0.3%
CWA
2478
Consilium Wealth Advisory
Texas
$558K – – –
BA
2479
Bellwether Advisors
Nebraska
$555K -$479K -1,205 -44%
EWP
2480
Engrave Wealth Partners
Texas
$555K -$55.2K -139 -8%
PA
2481
Probity Advisors
Texas
$555K -$18.3K -46 -3%
EBWM
2482
Eagle Bluffs Wealth Management
Missouri
$555K – – –
RPGK
2483
Retirement Planning Group (Kansas)
Kansas
$555K +$2.78K +7 +0.5%
HKIMG
2484
Hutchens & Kramer Investment Management Group
Indiana
$554K -$64.7K -163 -10%
BCFS
2485
Butensky & Cohen Financial Security
Florida
$554K -$56K -141 -8%
TIA
2486
Tandem Investment Advisors
South Carolina
$554K -$26.2K -66 -4%
HCA
2487
Hyperion Capital Advisors
New York
$553K – – –
KFS
2488
Kelly Financial Services
Massachusetts
$552K -$166K -419 -21%
RCG
2489
Regatta Capital Group
California
$551K -$4.77K -12 -0.8%
BCM
2490
Buckhead Capital Management
Georgia
$550K -$17.1K -43 -3%
AA
2491
Aufman Associates
Pennsylvania
$550K – – –
GG
2492
Greenwood Gearhart
Arkansas
$549K +$397 +1 +0.1%
MWM
2493
Maripau Wealth Management
Indiana
$549K +$307K +773 +119%
CST
2494
Charles Schwab Trust
Nevada
$546K -$339K -854 -36%
WOSD
2495
WFA of San Diego
California
$543K +$397 +1 +0.1%
EF
2496
Exeter Financial
Arizona
$543K +$124K +311 +26%
JWWM
2497
Johnson & White Wealth Management
Pennsylvania
$541K +$602K +1,515 New
OTL
2498
Oak Thistle LLC
New York
$540K +$32.2K +81 +6%
SFO
2499
Standard Family Office
South Dakota
$536K – – –
DAM
2500
Doheny Asset Management
California
$536K +$596K +1,500 New
98 99
100
101 102