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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FMN
3001
Financial Management Network
California
$709K +$20.5K +37 +3%
GSAM
3002
Grant Street Asset Management
Pennsylvania
$708K +$161K +291 +31%
HC
3003
Hourglass Capital
Texas
$707K -$9.95K -18 -1%
PWG
3004
Portside Wealth Group
Utah
$706K +$3.87K +7 +0.6%
FG
3005
Foster Group
Iowa
$704K +$159K +288 +31%
BFAG
3006
Blackston Financial Advisory Group
Florida
$703K -$534K -966 -44%
GSEP
3007
Golden State Equity Partners
California
$701K +$21K +38 +3%
OWM
3008
OneAscent Wealth Management
Alabama
$697K +$143K +259 +27%
AMM
3009
American Money Management
California
$696K -$15.5K -28 -2%
GHA
3010
Granite Harbor Advisors
Texas
$695K – – –
KAM
3011
KEB Asset Management
Illinois
$693K +$6.08K +11 +0.9%
SLA
3012
Silver Lake Advisory
Utah
$693K +$2.21K +4 +0.3%
ACG
3013
Allen Capital Group
Nebraska
$691K +$68K +123 +11%
GCP
3014
GSA Capital Partners
United Kingdom
$691K +$666K +1,204 New
NPF
3015
Norris Perne & French
Michigan
$690K +$8.29K +15 +1%
CWA
3016
Canvas Wealth Advisors
Kansas
$690K +$40.9K +74 +7%
1CP
3017
17 Capital Partners
Arizona
$690K – – –
SP
3018
Sequent Planning
Nebraska
$689K -$26.5K -48 -4%
IFS
3019
Intelligent Financial Strategies
Minnesota
$687K – – –
OL
3020
OneFund LLC
Florida
$686K +$26K +47 +4%
AR
3021
Apeiron RIA
Texas
$685K +$553 +1 +0.1%
ACM
3022
Altrius Capital Management
North Carolina
$684K +$35.9K +65 +6%
HWMG
3023
Hurlow Wealth Management Group
Indiana
$682K -$1.11K -2 -0.2%
AFG
3024
Altiora Financial Group
Ohio
$681K +$282K +510 +75%
BI
3025
Ballast Inc
Kentucky
$680K +$7.74K +14 +1%
119 120
121
122 123