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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
JPWM
3001
Jamison Private Wealth Management
Georgia
$572K +$1.34K +3 +0.2%
TWM
3002
TriaGen Wealth Management
California
$571K – – –
RI
3003
Rinkey Investments
California
$571K +$151K +339 +39%
EVM
3004
Evelyn V. Moreno
$570K -$2.68M -6,010 -83%
IFS
3005
Intelligent Financial Strategies
Minnesota
$570K – – –
MCA
3006
Magnolia Capital Advisors
Mississippi
$570K -$36.5K -82 -7%
KAM
3007
KEB Asset Management
Illinois
$569K – – –
EF
3008
Exeter Financial
Arizona
$569K – – –
PA
3009
Probity Advisors
Texas
$568K -$157K -353 -23%
FTDI
3010
First Trust Direct Indexing
Massachusetts
$567K +$310K +696 +140%
HCM
3011
Hall Capital Management
Rhode Island
$567K – – –
OWM
3012
OneAscent Wealth Management
Alabama
$567K +$531K +1,193 New
DOA
3013
D'Orazio & Associates
Virginia
$567K +$4.9K +11 +0.9%
VFG
3014
Victory Financial Group
Texas
$562K +$527K +1,183 New
ACM
3015
Altrius Capital Management
North Carolina
$561K +$445 +1 +0.1%
BFA
3016
Buttonwood Financial Advisors
Maryland
$561K +$891 +2 +0.2%
NWM
3017
Northcape Wealth Management
New York
$561K -$22.3K -50 -4%
EA
3018
Eudaimonia Advisors
Tennessee
$561K +$192K +431 +58%
AA
3019
AJ Advisors
Tennessee
$559K +$2.23K +5 +0.4%
HBWM
3020
Hollow Brook Wealth Management
New York
$558K – – –
HKIMG
3021
Hutchens & Kramer Investment Management Group
Indiana
$558K -$13.8K -31 -3%
DBRC
3022
D.B. Root & Company
Pennsylvania
$557K +$522K +1,171 New
IC
3023
Innealta Capital
Texas
$556K – – –
SFMG
3024
Sage Financial Management Group
Virginia
$554K – – –
LI
3025
Louisbourg Investments
New Brunswick, Canada
$554K +$519K +1,165 New
119 120
121
122 123