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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
3001
Jessup Wealth Management
Ohio
$952K +$9.99K +17 +1%
CA
3002
Callahan Advisors
Texas
$951K +$7.05K +12 +0.7%
LOPW
3003
Live Oak Private Wealth
North Carolina
$950K – – –
KCM
3004
Kodai Capital Management
Illinois
$944K +$992K +1,688 New
FG
3005
Fairman Group
Pennsylvania
$943K -$18.8K -32 -2%
SFI
3006
SPC Financial Inc
Maryland
$943K +$149K +253 +18%
AF
3007
Amara Financial
California
$940K +$2.94K +5 +0.3%
PCA
3008
Providence Capital Advisors
North Carolina
$940K – – –
BF
3009
Brooklyn FI
New York
$939K -$476K -810 -33%
SWM
3010
Shakespeare Wealth Management
Wisconsin
$939K +$986K +1,678 New
PAG
3011
Powers Advisory Group
Illinois
$938K -$15.9K -27 -2%
MCM
3012
McDonough Capital Management
Florida
$937K +$5.29K +9 +0.5%
PP
3013
PrairieView Partners
Minnesota
$936K -$102K -174 -9%
GGS
3014
Galvin Gaustad & Stein
Arizona
$935K +$58.8K +100 +6%
JLBC
3015
J.L. Bainbridge & Co
Florida
$934K -$2.35K -4 -0.2%
AWA
3016
ARQ Wealth Advisors
Arizona
$933K -$4.11K -7 -0.4%
TWM
3017
Tanager Wealth Management
United Kingdom
$932K +$557K +947 +133%
OAP
3018
One Advisory Partners
Kansas
$928K – – –
CC
3019
Capital Counsel
New York
$927K -$76.4K -130 -7%
SW
3020
Solidarity Wealth
Utah
$925K +$67.6K +115 +8%
CAS
3021
CTC Alternative Strategies
Illinois
$924K -$3.23M -5,500 -77%
ISFAN
3022
Investor's Fiduciary Advisor Network
Washington
$924K -$52.3K -89 -5%
BOJHT
3023
Bank of Jackson Hole Trust
Wyoming
$922K -$31.7K -54 -3%
WIC
3024
Wilkins Investment Counsel
Massachusetts
$921K +$324K +551 +50%
CVM
3025
Cheviot Value Management
California
$921K +$961K +1,635 New
119 120
121
122 123