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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
2801
Souders Financial Advisors
Ohio
$884K +$11.5K +22 +1%
VW
2802
Vance Wealth
California
$882K -$115K -220 -12%
BFIC
2803
Bedell Frazier Investment Counselling
California
$878K +$27.7K +53 +3%
CRI
2804
Commonwealth Retirement Investments
Virginia
$878K -$5.23K -10 -0.6%
WA
2805
WESPAC Advisors
California
$872K +$3.14K +6 +0.4%
AFC
2806
AFT Forsyth & Company
Florida
$872K -$523 -1 -0.1%
CWM
2807
Concentric Wealth Management
California
$870K – – –
TBC
2808
Ted Buchan & Co
California
$870K +$78K +149 +10%
SC
2809
Scholtz & Company
Connecticut
$869K +$836K +1,597 New
WP
2810
Wealthspan Partners
Iowa
$868K +$79K +151 +10%
ACM
2811
Alamar Capital Management
California
$866K +$831K +1,587 New
BAM
2812
Bellevue Asset Management
Washington
$865K +$20.9K +40 +3%
RFG
2813
RFP Financial Group
Georgia
$865K -$42.9K -82 -5%
RWM
2814
Ruedi Wealth Management
Illinois
$865K -$523 -1 -0.1%
TA
2815
TFB Advisors
Kansas
$864K -$39.8K -76 -5%
OC
2816
Opinicus Capital
Florida
$864K +$16.2K +31 +2%
MAG
2817
MRA Advisory Group
New Jersey
$863K -$19.4K -37 -2%
VPWA
2818
Vestia Personal Wealth Advisors
Indiana
$863K +$830K +1,586 New
LIA
2819
LS Investment Advisors
Michigan
$863K – – –
AIS
2820
AM Investment Strategies
Tennessee
$862K +$143K +274 +21%
BFG
2821
Beacon Financial Group
Texas
$859K +$523 +1 +0.1%
KAM
2822
Kraft Asset Management
Tennessee
$858K -$18.8K -36 -2%
IP
2823
Isthmus Partners
Wisconsin
$857K – – –
AIA
2824
Alternative Investment Advisors
Florida
$856K +$1.05K +2 +0.1%
KAS
2825
KPP Advisory Services
Kentucky
$856K -$125K -239 -13%
111 112
113
114 115