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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
$349K +$890 +2 +0.2%
CCM
2977
Check Capital Management
California
$349K – – –
TFP
2978
Triune Financial Partners
Kansas
$349K +$1.33K +3 +0.4%
HWA
2979
HHM Wealth Advisors
Tennessee
$348K -$54.3K -122 -13%
ISWM
2980
Independent Solutions Wealth Management
New York
$348K +$129K +289 +55%
CTFG
2981
Capstone Triton Financial Group
Oklahoma
$347K +$23.6K +53 +7%
EFG
2982
Ethos Financial Group
Pennsylvania
$346K -$139K -312 -30%
CCM
2983
Crew Capital Management
Ohio
$345K -$22.2K -50 -6%
CGFA
2984
Colton Groome Financial Advisors
North Carolina
$344K -$4.45K -10 -1%
AWC
2985
Adamsbrown Wealth Consultants
Kansas
$344K +$890 +2 +0.2%
MWM
2986
McNaughton Wealth Management
California
$342K -$16.9K -38 -5%
PSB
2987
Piscataqua Savings Bank
New Hampshire
$342K -$4.89K -11 -1%
RCI
2988
RS Crum Inc
California
$342K -$445 -1 -0.1%
IC
2989
Iconiq Capital
California
$340K +$12K +27 +4%
BWM
2990
Brown Wealth Management
Illinois
$340K +$24.5K +55 +7%
RF
2991
Robbins Farley
New Hampshire
$339K +$41.4K +93 +13%
HAC
2992
Harbor Advisory Corp
New Hampshire
$338K -$6.67K -15 -2%
AIA
2993
AIMZ Investment Advisors
California
$338K – – –
RWA
2994
Rainsberger Wealth Advisors
Colorado
$338K +$9.79K +22 +3%
RB
2995
Renasant Bank
Mississippi
$337K +$351K +789 New
EW
2996
Enzi Wealth
Texas
$337K -$199K -447 -36%
SFI
2997
SPC Financial Inc
Maryland
$336K -$890 -2 -0.3%
MA
2998
Mezzasalma Advisors
New Jersey
$336K – – –
SWM
2999
Stockman Wealth Management
Montana
$335K – – –
RFN
3000
Redwood Financial Network
Ohio
$334K -$1.05M -2,351 -75%
118 119
120
121 122