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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BCFS
3001
Butensky & Cohen Financial Security
Florida
$710K -$1.11K -2 -0.2%
FMN
3002
Financial Management Network
California
$709K +$20.5K +37 +3%
GSAM
3003
Grant Street Asset Management
Pennsylvania
$708K +$161K +291 +31%
HC
3004
Hourglass Capital
Texas
$707K -$9.95K -18 -1%
PWG
3005
Portside Wealth Group
Utah
$706K +$3.87K +7 +0.6%
FG
3006
Foster Group
Iowa
$704K +$159K +288 +31%
BFAG
3007
Blackston Financial Advisory Group
Florida
$703K -$534K -966 -44%
GSEP
3008
Golden State Equity Partners
California
$701K +$21K +38 +3%
OWM
3009
OneAscent Wealth Management
Alabama
$697K +$143K +259 +27%
AMM
3010
American Money Management
California
$696K -$15.5K -28 -2%
GHA
3011
Granite Harbor Advisors
Texas
$695K – – –
KAM
3012
KEB Asset Management
Illinois
$693K +$6.08K +11 +0.9%
SLA
3013
Silver Lake Advisory
Utah
$693K +$2.21K +4 +0.3%
ACG
3014
Allen Capital Group
Nebraska
$691K +$68K +123 +11%
GCP
3015
GSA Capital Partners
United Kingdom
$691K +$666K +1,204 New
NPF
3016
Norris Perne & French
Michigan
$690K +$8.29K +15 +1%
CWA
3017
Canvas Wealth Advisors
Kansas
$690K +$40.9K +74 +7%
1CP
3018
17 Capital Partners
Arizona
$690K – – –
SP
3019
Sequent Planning
Nebraska
$689K -$26.5K -48 -4%
IFS
3020
Intelligent Financial Strategies
Minnesota
$687K – – –
OL
3021
OneFund LLC
Florida
$686K +$26K +47 +4%
AR
3022
Apeiron RIA
Texas
$685K +$553 +1 +0.1%
ACM
3023
Altrius Capital Management
North Carolina
$684K +$35.9K +65 +6%
HWMG
3024
Hurlow Wealth Management Group
Indiana
$682K -$1.11K -2 -0.2%
AFG
3025
Altiora Financial Group
Ohio
$681K +$282K +510 +75%
119 120
121
122 123