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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
3001
Stockman Wealth Management
Montana
$335K – – –
RFN
3002
Redwood Financial Network
Ohio
$334K -$1.05M -2,351 -75%
WG
3003
Watchman Group
Texas
$333K – – –
JCM
3004
J2 Capital Management
Michigan
$333K +$35.1K +79 +11%
SFG
3005
SevenBridge Financial Group
Pennsylvania
$332K -$9.34K -21 -3%
CFG
3006
Carr Financial Group
Massachusetts
$331K -$168K -377 -33%
EHAM
3007
Eagle Harbor Asset Management
Washington
$330K – – –
BMCM
3008
Burns Matteson Capital Management
New York
$330K +$75.6K +170 +28%
PS
3009
Planned Solutions
California
$329K -$2.67K -6 -0.8%
SC
3010
Schoolcraft Capital
Colorado
$327K -$7.56K -17 -2%
AIM
3011
AHL Investment Management
Florida
$327K – – –
RAM
3012
Roanoke Asset Management
New Jersey
$327K – – –
SWA
3013
ShankerValleau Wealth Advisors
Illinois
$326K -$32.9K -74 -9%
5SA
3014
5th Street Advisors
Connecticut
$326K -$165K -370 -33%
NF
3015
Norwood Financial
Pennsylvania
$324K -$12.5K -28 -4%
SEP
3016
Southland Equity Partners
Missouri
$323K -$20K -45 -6%
RIA
3017
RPG Investment Advisory
California
$323K +$20K +45 +6%
CCM
3018
Cox Capital Management
Massachusetts
$322K -$262K -588 -44%
FFC
3019
First Financial Corp
Indiana
$322K +$79.2K +178 +31%
MCA
3020
Maryland Capital Advisors
Maryland
$321K – – –
EA
3021
Eudaimonia Advisors
Tennessee
$320K – – –
SFO
3022
Stokes Family Office
Louisiana
$320K – – –
MIA
3023
MainStreet Investment Advisors
Illinois
$320K +$31.1K +70 +10%
PFA
3024
Professional Financial Advisors
Nebraska
$320K +$85.8K +193 +35%
BIA
3025
Beacon Investment Advisors
Maryland
$319K +$890 +2 +0.3%
119 120
121
122 123