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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RWRC
3001
R.W. Roge & Company
New York
$294K – – –
CFG
3002
Carr Financial Group
Massachusetts
$294K +$294K +765 New
IPW
3003
IronBridge Private Wealth
Texas
$294K -$19.2K -50 -6%
IC
3004
Iconiq Capital
California
$293K -$57.3K -149 -16%
SNBOSCI
3005
Security National Bank of Sioux City Iowa
Iowa
$291K +$292K +760 New
BIA
3006
Beacon Investment Advisors
Maryland
$291K +$292K +760 New
AIC
3007
Archer Investment Corporation
Indiana
$291K -$921K -2,395 -76%
SFO
3008
Stokes Family Office
Louisiana
$290K +$291K +758 New
MA
3009
Mezzasalma Advisors
New Jersey
$289K +$290K +755 New
PWP
3010
Phillips Wealth Planners
Mississippi
$289K +$269K +699 New
KIC
3011
Kensington Investment Counsel
California
$289K +$290K +754 New
CBTWT
3012
Community Bank & Trust (Waco, Texas)
Texas
$288K +$289K +752 New
PS
3013
Planned Solutions
California
$287K +$289K +751 New
MCA
3014
Maryland Capital Advisors
Maryland
$287K – – –
RFWA
3015
RPg Family Wealth Advisory
Massachusetts
$287K +$2.69K +7 +0.9%
PIFP
3016
Partners in Financial Planning
Virginia
$286K – – –
PCM
3017
Pointe Capital Management
Michigan
$286K -$67.3K -175 -19%
MKA
3018
M. Kulyk & Associates
Georgia
$285K +$47.7K +124 +20%
SCA
3019
Stillwater Capital Advisors
Pennsylvania
$285K +$287K +746 New
MCM
3020
Mendel Capital Management
Arkansas
$282K -$8.84K -23 -3%
TWM
3021
Tanager Wealth Management
United Kingdom
$280K +$280K +729 New
GAM
3022
Garrison Asset Management
Arkansas
$280K – – –
SNBOSD
3023
Security National Bank of So Dak
Iowa
$279K +$281K +730 New
PK
3024
Pflug Koory
Nebraska
$278K -$1.92K -5 -0.7%
AIM
3025
Arcadia Investment Management
Michigan
$278K -$154K -400 -36%
119 120
121
122 123