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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2776
Telos Capital Management
California
$984K +$531K +961 +128%
WP
2777
Wealthspan Partners
Iowa
$984K +$65.8K +119 +7%
TCPG
2778
Trivant Custom Portfolio Group
California
$983K -$117K -211 -11%
ZIG
2779
Zuckerman Investment Group
Illinois
$983K +$268K +484 +39%
REMPR
2780
Roof Eidam Maycock Peralta (REMP)
California
$982K -$375K -678 -28%
CLOS
2781
Compagnie Lombard Odier SCmA
Switzerland
$979K -$61.4K -111 -6%
MCA
2782
Martin Capital Advisors
Texas
$979K – – –
PAG
2783
Powers Advisory Group
Illinois
$979K – – –
CFCI
2784
Comprehensive Financial Consultants Institutional
Indiana
$979K -$553 -1 -0.1%
JWM
2785
Jessup Wealth Management
Ohio
$974K -$10.5K -19 -1%
VT
2786
Vise Technologies
New York
$974K +$15.5K +28 +2%
VW
2787
Vance Wealth
California
$972K +$41.5K +75 +5%
IPW
2788
Intergy Private Wealth
Colorado
$972K -$14.4K -26 -2%
FSA
2789
Fort Sheridan Advisors
Illinois
$969K +$6.08K +11 +0.7%
SWM
2790
Shakespeare Wealth Management
Wisconsin
$968K – – –
SG
2791
Somerset Group
Minnesota
$967K – – –
SFA
2792
Souders Financial Advisors
Ohio
$966K +$32.6K +59 +4%
DIS
2793
Diversified Investment Strategies
Louisiana
$966K – – –
PCA
2794
Providence Capital Advisors
North Carolina
$964K – – –
GCM
2795
Gallacher Capital Management
Colorado
$964K +$553 +1 +0.1%
GBWM
2796
Granite Bay Wealth Management
New Hampshire
$964K -$309K -559 -25%
LOPW
2797
Live Oak Private Wealth
North Carolina
$961K – – –
AF
2798
Amara Financial
California
$959K +$924K +1,671 New
SFS
2799
Strategic Financial Services
New York
$953K -$10.5K -19 -1%
FCM
2800
Fortis Capital Management
Washington
$952K +$163K +294 +22%
110 111
112
113 114