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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FMN
2976
Financial Management Network
California
$596K -$201K -451 -26%
CT
2977
Columbia Trust
Oregon
$595K -$256K -575 -31%
VH
2978
Visionary Horizons
Tennessee
$594K +$557K +1,250 New
TIA
2979
Tandem Investment Advisors
South Carolina
$594K -$4.46K -10 -0.8%
HG
2980
Harbor Group
New Hampshire
$593K -$43.2K -97 -7%
GB
2981
Goepper Burkhardt
South Carolina
$592K -$31.6K -71 -6%
LL
2982
LWMG LLC
Minnesota
$592K -$60.6K -136 -10%
JA
2983
JVL Associates
Michigan
$590K -$178K -400 -24%
HC
2984
Hourglass Capital
Texas
$590K -$41.9K -94 -7%
NQWM
2985
Northwest Quadrant Wealth Management
Oregon
$589K +$308K +692 +126%
WFAG
2986
Wescott Financial Advisory Group
Pennsylvania
$589K -$1.34K -3 -0.2%
APM
2987
a16z Perennial Management
California
$589K +$552K +1,239 New
SFC
2988
Strategic Financial Concepts
Texas
$588K -$1.16M -2,601 -68%
QWM
2989
Quaker Wealth Management
New Jersey
$586K -$21.8K -49 -4%
OBWP
2990
O'Brien Wealth Partners
Massachusetts
$585K -$88.6K -199 -14%
BWL
2991
Beacon Wealthcare LLC
North Carolina
$585K -$4.46K -10 -0.8%
ZIG
2992
Zuckerman Investment Group
Illinois
$584K – – –
CVM
2993
Cheviot Value Management
California
$583K +$215K +483 +65%
RPGK
2994
Retirement Planning Group (Kansas)
Kansas
$583K -$19.2K -43 -3%
D
2995
Dentgroup
Louisiana
$581K -$108K -242 -17%
IWM
2996
Iams Wealth Management
Nebraska
$580K -$9.36K -21 -2%
NPF
2997
Norris Perne & French
Michigan
$580K +$48.6K +109 +10%
EFH
2998
Eaton Financial Holdings
Florida
$577K +$1.34K +3 +0.2%
SIA
2999
Sage Investment Advisers
New York
$577K +$45K +101 +9%
GHA
3000
Granite Harbor Advisors
Texas
$574K – – –
118 119
120
121 122