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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
D
2976
Dentgroup
Louisiana
$642K +$2.49K +5 +0.4%
JPWM
2977
Jamison Private Wealth Management
Georgia
$642K +$11.5K +23 +2%
RPGK
2978
Retirement Planning Group (Kansas)
Kansas
$642K – – –
UB
2979
Umpqua Bank
Oregon
$641K +$610K +1,225 New
SIA
2980
Sage Investment Advisers
New York
$635K – – –
3AM
2981
3EDGE Asset Management
Florida
$634K -$26.9K -54 -4%
GHA
2982
Granite Harbor Advisors
Texas
$631K – – –
CW
2983
Channel Wealth
California
$631K -$195K -391 -24%
CC
2984
Constitution Capital
Connecticut
$630K +$33.4K +67 +6%
DOA
2985
D'Orazio & Associates
Virginia
$630K +$5.97K +12 +1%
CBTWT
2986
Community Bank & Trust (Waco, Texas)
Texas
$629K +$224K +450 +60%
NCM
2987
Narwhal Capital Management
Georgia
$629K -$73.2K -147 -11%
CPG
2988
Custom Portfolio Group
Colorado
$628K +$102K +205 +21%
SCA
2989
Sassicaia Capital Advisers
New York
$628K -$697K -1,400 -54%
AW
2990
Alaethes Wealth
Nevada
$627K -$355K -714 -37%
EA
2991
Eclectic Associates
California
$626K +$227K +455 +61%
IFS
2992
Intelligent Financial Strategies
Minnesota
$626K – – –
KAM
2993
KEB Asset Management
Illinois
$626K – – –
VT
2994
Vise Technologies
New York
$625K +$134K +270 +29%
HFP
2995
Holistic Financial Partners
Indiana
$625K +$37.8K +76 +7%
PA
2996
Probity Advisors
Texas
$625K – – –
HCM
2997
Hall Capital Management
Rhode Island
$624K – – –
AR
2998
Apeiron RIA
Texas
$624K -$42.3K -85 -7%
PWG
2999
Portside Wealth Group
Utah
$623K -$72.2K -145 -11%
PPWM
3000
Paragon Private Wealth Management
Kentucky
$623K +$35.3K +71 +6%
118 119
120
121 122