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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
GHA
3001
Granite Harbor Advisors
Texas
$574K – – –
JPWM
3002
Jamison Private Wealth Management
Georgia
$572K +$1.34K +3 +0.2%
TWM
3003
TriaGen Wealth Management
California
$571K – – –
RI
3004
Rinkey Investments
California
$571K +$151K +339 +39%
EVM
3005
Evelyn V. Moreno
$570K -$2.68M -6,010 -83%
IFS
3006
Intelligent Financial Strategies
Minnesota
$570K – – –
MCA
3007
Magnolia Capital Advisors
Mississippi
$570K -$36.5K -82 -7%
KAM
3008
KEB Asset Management
Illinois
$569K – – –
EF
3009
Exeter Financial
Arizona
$569K – – –
PA
3010
Probity Advisors
Texas
$568K -$157K -353 -23%
FTDI
3011
First Trust Direct Indexing
Massachusetts
$567K +$310K +696 +140%
HCM
3012
Hall Capital Management
Rhode Island
$567K – – –
OWM
3013
OneAscent Wealth Management
Alabama
$567K +$531K +1,193 New
DOA
3014
D'Orazio & Associates
Virginia
$567K +$4.9K +11 +0.9%
VFG
3015
Victory Financial Group
Texas
$562K +$527K +1,183 New
ACM
3016
Altrius Capital Management
North Carolina
$561K +$445 +1 +0.1%
BFA
3017
Buttonwood Financial Advisors
Maryland
$561K +$891 +2 +0.2%
NWM
3018
Northcape Wealth Management
New York
$561K -$22.3K -50 -4%
EA
3019
Eudaimonia Advisors
Tennessee
$561K +$192K +431 +58%
AA
3020
AJ Advisors
Tennessee
$559K +$2.23K +5 +0.4%
HBWM
3021
Hollow Brook Wealth Management
New York
$558K – – –
HKIMG
3022
Hutchens & Kramer Investment Management Group
Indiana
$558K -$13.8K -31 -3%
DBRC
3023
D.B. Root & Company
Pennsylvania
$557K +$522K +1,171 New
IC
3024
Innealta Capital
Texas
$556K – – –
SFMG
3025
Sage Financial Management Group
Virginia
$554K – – –
119 120
121
122 123