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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
2976
Beta Wealth Group
California
$312K +$1.92K +5 +0.6%
CCM
2977
Check Capital Management
California
$312K – – –
MAG
2978
Mayfair Advisory Group
Alabama
$312K – – –
OAM
2979
Oak Asset Management
California
$312K – – –
PCI
2980
Planning Center Inc
Illinois
$310K +$65.3K +170 +27%
SAM
2981
Sawgrass Asset Management
Florida
$309K -$38.4K -100 -11%
GWM
2982
Gray Wealth Management
Maine
$309K +$310K +807 New
TFP
2983
Triune Financial Partners
Kansas
$308K +$1.15K +3 +0.4%
RCI
2984
RS Crum Inc
California
$308K -$4.61K -12 -1%
LC
2985
Landaas & Company
Wisconsin
$308K -$26.5K -69 -8%
GJIA
2986
Glass Jacobson Investment Advisors
Maryland
$307K +$308K +802 New
BG
2987
Bollard Group
Massachusetts
$306K – – –
BST
2988
Bath Savings Trust
Maine
$306K +$308K +801 New
CF
2989
Corrigan Financial
Rhode Island
$306K – – –
GSAM
2990
Grant Street Asset Management
Pennsylvania
$305K – – –
AIA
2991
AIMZ Investment Advisors
California
$301K +$384 +1 +0.1%
SWM
2992
Stockman Wealth Management
Montana
$299K – – –
SC
2993
Schoolcraft Capital
Colorado
$299K -$240K -625 -44%
RWA
2994
Rainsberger Wealth Advisors
Colorado
$299K +$66.1K +172 +28%
WG
2995
Watchman Group
Texas
$298K -$84.6K -220 -22%
FSA
2996
Financial Sense Advisors
California
$297K +$384 +1 +0.1%
ISWM
2997
Independent Solutions Wealth Management
New York
$296K +$297K +774 New
EHAM
2998
Eagle Harbor Asset Management
Washington
$296K – – –
RIM
2999
RW Investment Management
Idaho
$295K +$296K +771 New
UBG
3000
United Bank (Georgia)
Georgia
$294K +$66.1K +172 +29%
118 119
120
121 122