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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
GFWA
2976
Grey Fox Wealth Advisors
Delaware
$987K -$75.2K -128 -7%
IB
2977
Iyo Bank
Japan
$986K +$1.04M +1,762 New
WFAG
2978
Wescott Financial Advisory Group
Pennsylvania
$982K -$55.8K -95 -5%
SMG
2979
Smart Money Group
Texas
$982K -$6.99M -11,886 -87%
CFS
2980
Compass Financial Services
Iowa
$982K +$89.3K +152 +9%
SWM
2981
Sendero Wealth Management
Texas
$981K – – –
DIS
2982
Diversified Investment Strategies
Louisiana
$978K +$38.2K +65 +4%
BRWM
2983
Blue Rock Wealth Management
North Carolina
$977K +$53.5K +91 +5%
SDWIA
2984
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$974K +$185K +314 +22%
BAM
2985
Bellevue Asset Management
Washington
$973K -$62.9K -107 -6%
CNAM
2986
Campbell Newman Asset Management
Wisconsin
$972K +$1.02M +1,737 New
FG
2987
Fiduciary Group
Georgia
$970K -$278K -473 -21%
VH
2988
Visionary Horizons
Tennessee
$970K +$26.4K +45 +3%
RFP
2989
Root Financial Partners
California
$968K -$80.5K -137 -7%
MA
2990
MAS Advisors
Florida
$968K – – –
MCM
2991
Marathon Capital Management
Maryland
$966K -$57K -97 -5%
PCM
2992
Passive Capital Management
Maryland
$964K – – –
RA
2993
Rise Advisors
New York
$963K +$254K +432 +33%
TWA
2994
Trellis Wealth Advisors
California
$962K +$684K +1,163 +209%
VFG
2995
Victory Financial Group
Texas
$960K +$110K +187 +12%
LWM
2996
Lionsbridge Wealth Management
Florida
$960K -$383K -651 -28%
IA
2997
Intellus Advisors
Florida
$958K -$54.1K -92 -5%
HKIMG
2998
Hutchens & Kramer Investment Management Group
Indiana
$957K +$309K +525 +44%
DWM
2999
DKM Wealth Management
California
$957K – – –
IAG
3000
Ipsen Advisor Group
Arkansas
$956K -$14.1K -24 -1%
118 119
120
121 122