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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
3001
Ballast Inc
Kentucky
$637K +$86.9K +166 +17%
3AM
3002
3EDGE Asset Management
Florida
$637K -$22.5K -43 -4%
MFA
3003
Morling Financial Advisors
California
$637K -$523 -1 -0.1%
MAM
3004
Marotta Asset Management
Virginia
$636K +$2.62K +5 +0.4%
FA
3005
FC Advisory
Pennsylvania
$636K +$1.05K +2 +0.2%
RPGK
3006
Retirement Planning Group (Kansas)
Kansas
$636K -$30.9K -59 -5%
SFMG
3007
Sage Financial Management Group
Virginia
$635K – – –
EF
3008
Exeter Financial
Arizona
$633K -$9.42K -18 -2%
I
3009
IMPACTfolio
Colorado
$633K – – –
PCM
3010
Pointe Capital Management
Michigan
$633K +$224K +428 +58%
RA
3011
Ruggaard & Associates
Ohio
$633K -$53.4K -102 -8%
AWM
3012
Avaii Wealth Management
Wisconsin
$632K +$1.05K +2 +0.2%
ACM
3013
Ardent Capital Management
Ohio
$632K – – –
TWM
3014
TriaGen Wealth Management
California
$631K – – –
NPPM
3015
North Point Portfolio Managers
Ohio
$627K +$26.7K +51 +5%
CA
3016
CapWealth Advisors
Tennessee
$626K +$121K +232 +25%
CCA
3017
Carrera Capital Advisors
Michigan
$626K +$600K +1,147 New
OL
3018
OneFund LLC
Florida
$625K +$601K +1,149 New
HWM
3019
HighMark Wealth Management
Minnesota
$625K -$44.5K -85 -7%
SIC
3020
SJS Investment Consulting
Ohio
$625K +$37.2K +71 +7%
AWM
3021
AAF Wealth Management
Massachusetts
$621K +$36.1K +69 +6%
TFM
3022
Trademark Financial Management
Minnesota
$620K +$2.62K +5 +0.4%
IWA
3023
IVC Wealth Advisors
Pennsylvania
$618K +$1.57K +3 +0.3%
GB
3024
Goepper Burkhardt
South Carolina
$616K – – –
WWP
3025
Waypoint Wealth Partners
California
$616K -$52.3K -100 -8%
119 120
121
122 123