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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
2801
IronBridge Private Wealth
Texas
$292K -$773K -1,946 -70%
RCI
2802
RS Crum Inc
California
$292K -$6.35K -16 -2%
RFWA
2803
RPg Family Wealth Advisory
Massachusetts
$292K +$7.54K +19 +3%
OAM
2804
Oak Asset Management
California
$291K -$538K -1,355 -62%
BIM
2805
Bridges Investment Management
Nebraska
$291K – – –
CCM
2806
Check Capital Management
California
$291K – – –
BWG
2807
Beta Wealth Group
California
$290K +$1.19K +3 +0.4%
MIM
2808
Macroview Investment Management
Maryland
$289K -$96.1K -242 -23%
PA
2809
PSI Advisors
Florida
$289K -$7.94K -20 -2%
OFS
2810
OneAscent Financial Services
Alabama
$289K +$98.5K +248 +44%
SFG
2811
SevenBridge Financial Group
Pennsylvania
$287K -$9.53K -24 -3%
FFG
2812
Fullen Financial Group
Ohio
$287K +$9.93K +25 +3%
TFP
2813
Triune Financial Partners
Kansas
$287K -$16.3K -41 -5%
BG
2814
Bollard Group
Massachusetts
$286K – – –
SAM
2815
Satovsky Asset Management
New York
$286K +$1.19K +3 +0.4%
CF
2816
Corrigan Financial
Rhode Island
$285K -$8.34K -21 -3%
OBWP
2817
O'Brien Wealth Partners
Massachusetts
$285K -$9.53K -24 -3%
GSAM
2818
Grant Street Asset Management
Pennsylvania
$285K – – –
VCS
2819
Vaughan & Co Securities
New Jersey
$284K – – –
W
2820
Wealthsimple
Ontario, Canada
$282K +$20.3K +51 +7%
EWS
2821
Evergreen Wealth Solutions
Pennsylvania
$282K +$314K +790 New
AIA
2822
AIMZ Investment Advisors
California
$281K – – –
SWM
2823
Stockman Wealth Management
Montana
$280K – – –
CNBT
2824
Cornerstone National Bank & Trust
Illinois
$279K – – –
RFN
2825
RDA Financial Network
Iowa
$278K -$12.7K -32 -4%
111 112
113
114 115