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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
2976
SFM LLC
New Hampshire
$654K +$67K +128 +12%
1CP
2977
17 Capital Partners
Arizona
$654K +$92.1K +176 +17%
CPG
2978
Custom Portfolio Group
Colorado
$653K – – –
IFA
2979
Interactive Financial Advisors
Illinois
$652K -$32.5K -62 -5%
IFS
2980
Intelligent Financial Strategies
Minnesota
$652K – – –
KAM
2981
KEB Asset Management
Illinois
$651K – – –
HCM
2982
Hall Capital Management
Rhode Island
$649K – – –
AR
2983
Apeiron RIA
Texas
$649K – – –
HWMG
2984
Hurlow Wealth Management Group
Indiana
$648K -$92.6K -177 -13%
WAM
2985
WealthTrust Asset Management
Florida
$648K -$3.34M -6,390 -84%
AFM
2986
Abbot Financial Management
Massachusetts
$647K +$7.85K +15 +1%
IC
2987
Innealta Capital
Texas
$647K – – –
NPF
2988
Norris Perne & French
Michigan
$647K – – –
HP
2989
Hilltop Partners
Indiana
$644K +$13.1K +25 +2%
GSEP
2990
Golden State Equity Partners
California
$644K +$620K +1,184 New
AWG
2991
Altus Wealth Group
Colorado
$644K -$1.07M -2,047 -63%
HWMC
2992
Heritage Wealth Management (California)
California
$644K +$59.7K +114 +11%
NCM
2993
Narwhal Capital Management
Georgia
$643K -$11K -21 -2%
NWM
2994
Northcape Wealth Management
New York
$642K – – –
CGH
2995
Crossmark Global Holdings
Texas
$642K -$143K -273 -19%
GCA
2996
Gradient Capital Advisors
California
$641K -$53.4K -102 -8%
BFA
2997
Buttonwood Financial Advisors
Maryland
$640K – – –
SFA
2998
Seneca Financial Advisors
New York
$639K +$99.4K +190 +19%
D
2999
Dentgroup
Louisiana
$639K -$28.3K -54 -4%
JPWM
3000
Jamison Private Wealth Management
Georgia
$639K -$28.3K -54 -4%
118 119
120
121 122