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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
2801
Corundum Trust Company
South Dakota
$952K – – –
OAP
2802
One Advisory Partners
Kansas
$952K – – –
FTDI
2803
First Trust Direct Indexing
Massachusetts
$952K +$101K +183 +12%
JWWM
2804
Johnson & White Wealth Management
Pennsylvania
$951K – – –
IAP
2805
Indie Asset Partners
Indiana
$949K -$18.2K -33 -2%
MCM
2806
McDonough Capital Management
Florida
$947K +$1.66K +3 +0.2%
FWM
2807
Fortress Wealth Management
California
$945K +$2.21K +4 +0.2%
HKAM
2808
Horizon Kinetics Asset Management
New York
$944K -$20.5K -37 -2%
SC
2809
Sinecera Capital
Texas
$944K – – –
AWG
2810
Altus Wealth Group
Colorado
$944K +$255K +462 +39%
UAM
2811
Unison Asset Management
Florida
$944K – – –
QWP
2812
Quotient Wealth Partners
Texas
$943K +$43.1K +78 +5%
DB
2813
Dravo Bay
Delaware
$942K – – –
FG
2814
Fairman Group
Pennsylvania
$939K +$1.11K +2 +0.1%
LWP
2815
Laurel Wealth Planning
Minnesota
$939K -$143K -258 -14%
CTC
2816
Cetera Trust Company
Minnesota
$939K – – –
SIAG
2817
Signet Investment Advisory Group
Rhode Island
$936K +$426K +771 +90%
HH
2818
HWG Holdings
Texas
$936K +$722K +1,305 +400%
AWA
2819
ARQ Wealth Advisors
Arizona
$935K – – –
CA
2820
Callahan Advisors
Texas
$935K -$50.3K -91 -5%
SAM
2821
Smartleaf Asset Management
Massachusetts
$934K -$128K -232 -12%
6F
2822
626 Financial
Michigan
$933K -$21K -38 -2%
IPAM
2823
Investment Partners Asset Management
New Jersey
$933K +$33.7K +61 +4%
WA
2824
WESPAC Advisors
California
$931K +$11.6K +21 +1%
WWS
2825
Wellington Wealth Strategies
Indiana
$930K +$904K +1,635 New
111 112
113
114 115