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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
3026
Ballast Inc
Kentucky
$680K +$7.74K +14 +1%
C
3027
CEDRUS
Colorado
$678K +$226K +409 +53%
NCM
3028
Narwhal Capital Management
Georgia
$678K – – –
NWM
3029
Northcape Wealth Management
New York
$677K – – –
MCM
3030
Marathon Capital Management
Maryland
$677K +$652K +1,179 New
HFP
3031
Holistic Financial Partners
Indiana
$676K +$3.32K +6 +0.5%
I
3032
IMPACTfolio
Colorado
$674K +$6.08K +11 +0.9%
TFM
3033
Trademark Financial Management
Minnesota
$672K +$17.7K +32 +3%
FA
3034
FC Advisory
Pennsylvania
$672K +$1.11K +2 +0.2%
CPA
3035
Capital Performance Advisors
California
$669K -$159K -287 -20%
JPWM
3036
Jamison Private Wealth Management
Georgia
$668K -$4.42K -8 -0.7%
HG
3037
Harbor Group
New Hampshire
$668K -$39.8K -72 -6%
EF
3038
Exeter Financial
Arizona
$668K – – –
PCM
3039
Pointe Capital Management
Michigan
$668K +$553 +1 +0.1%
RA
3040
Ruggaard & Associates
Ohio
$667K – – –
AWM
3041
Avaii Wealth Management
Wisconsin
$667K – – –
ACM
3042
Ardent Capital Management
Ohio
$666K – – –
EA
3043
Eclectic Associates
California
$665K -$59.2K -107 -8%
BWM
3044
Bullock Wealth Management
Indiana
$665K +$74.1K +134 +13%
SFMG
3045
Sage Financial Management Group
Virginia
$664K -$4.98K -9 -0.8%
GCA
3046
Gradient Capital Advisors
California
$663K -$12.2K -22 -2%
BCM
3047
Beck Capital Management
Texas
$663K -$82.9K -150 -11%
CW
3048
Code Waechter
Florida
$662K +$638K +1,154 New
3AM
3049
3EDGE Asset Management
Florida
$662K -$9.4K -17 -1%
WTB
3050
Washington Trust Bank
Washington
$660K +$27.6K +50 +5%
120 121
122
123 124