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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
2751
Kapstone Financial Advisors
Ohio
$1.03M +$6.63K +12 +0.7%
M1FG
2752
Mach-1 Financial Group
Arkansas
$1.03M – – –
YAVAPFMC
2753
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.03M -$796K -1,440 -45%
ICM
2754
IMS Capital Management
Oregon
$1.03M – – –
LTI
2755
Laffer Tengler Investments
Tennessee
$1.02M +$45.3K +82 +5%
BL
2756
Balentine LLC
Georgia
$1.02M +$780K +1,410 +381%
TF
2757
Theory Financial
Colorado
$1.02M -$64.7K -117 -6%
AI
2758
Arvest Investments
Arkansas
$1.02M +$5.53K +10 +0.6%
BWM
2759
Brophy Wealth Management
New Hampshire
$1.01M +$974K +1,761 New
FIM
2760
Fernwood Investment Management
Massachusetts
$1.01M -$781K -1,412 -45%
HIMC
2761
Heritage Investors Management Corp
Maryland
$1.01M -$200K -361 -17%
SWM
2762
Sendero Wealth Management
Texas
$1.01M -$41.5K -75 -4%
HIA
2763
HTG Investment Advisors
Connecticut
$1M -$29.9K -54 -3%
SLWA
2764
San Luis Wealth Advisors
California
$1M +$966K +1,747 New
RFG
2765
RFP Financial Group
Georgia
$1,000K +$84K +152 +10%
BWM
2766
BKM Wealth Management
Wisconsin
$997K -$1.11K -2 -0.1%
BWCS
2767
Beirne Wealth Consulting Services
Connecticut
$996K -$314K -568 -25%
WQ
2768
Wealth Quarterback
New Jersey
$995K -$52.5K -95 -5%
SCP
2769
Stevens Capital Partners
Nebraska
$994K +$1.11K +2 +0.1%
MA
2770
MAS Advisors
Florida
$993K +$23.2K +42 +2%
LFGO
2771
Legacy Financial Group (Oklahoma)
Oklahoma
$992K +$520K +940 +117%
PCM
2772
Passive Capital Management
Maryland
$989K – – –
RS
2773
Retirement Solution
Washington
$988K +$271K +491 +40%
LBA
2774
Letko, Brosseau & Associates
Quebec, Canada
$987K – – –
GCM
2775
Gables Capital Management
Florida
$986K +$35.9K +65 +4%
109 110
111
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