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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
2976
Stewardship Advisors
Pennsylvania
$642K -$308K -618 -33%
D
2977
Dentgroup
Louisiana
$642K +$2.49K +5 +0.4%
JPWM
2978
Jamison Private Wealth Management
Georgia
$642K +$11.5K +23 +2%
RPGK
2979
Retirement Planning Group (Kansas)
Kansas
$642K – – –
UB
2980
Umpqua Bank
Oregon
$641K +$610K +1,225 New
SIA
2981
Sage Investment Advisers
New York
$635K – – –
3AM
2982
3EDGE Asset Management
Florida
$634K -$26.9K -54 -4%
GHA
2983
Granite Harbor Advisors
Texas
$631K – – –
CW
2984
Channel Wealth
California
$631K -$195K -391 -24%
CC
2985
Constitution Capital
Connecticut
$630K +$33.4K +67 +6%
DOA
2986
D'Orazio & Associates
Virginia
$630K +$5.97K +12 +1%
CBTWT
2987
Community Bank & Trust (Waco, Texas)
Texas
$629K +$224K +450 +60%
NCM
2988
Narwhal Capital Management
Georgia
$629K -$73.2K -147 -11%
CPG
2989
Custom Portfolio Group
Colorado
$628K +$102K +205 +21%
SCA
2990
Sassicaia Capital Advisers
New York
$628K -$697K -1,400 -54%
AW
2991
Alaethes Wealth
Nevada
$627K -$355K -714 -37%
EA
2992
Eclectic Associates
California
$626K +$227K +455 +61%
IFS
2993
Intelligent Financial Strategies
Minnesota
$626K – – –
KAM
2994
KEB Asset Management
Illinois
$626K – – –
VT
2995
Vise Technologies
New York
$625K +$134K +270 +29%
HFP
2996
Holistic Financial Partners
Indiana
$625K +$37.8K +76 +7%
PA
2997
Probity Advisors
Texas
$625K – – –
HCM
2998
Hall Capital Management
Rhode Island
$624K – – –
AR
2999
Apeiron RIA
Texas
$624K -$42.3K -85 -7%
PWG
3000
Portside Wealth Group
Utah
$623K -$72.2K -145 -11%
118 119
120
121 122