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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
3076
KRS Capital Management
Michigan
$553K – – –
CEI
3077
Clark Estates Inc
New York
$551K – – –
MWA
3078
MN Wealth Advisors
Kansas
$550K -$156K -313 -23%
HIP
3079
Harrell Investment Partners
Texas
$550K -$189K -380 -27%
CNFG
3080
Creegan & Nassoura Financial Group
New Hampshire
$549K – – –
SSW
3081
Smith Shellnut Wilson
Mississippi
$549K – – –
HHGA
3082
Halbert Hargrove Global Advisors
California
$549K -$23.4K -47 -4%
ELM
3083
Elite Life Management
Florida
$548K +$3.48K +7 +0.7%
RL
3084
Rogco LP
Oklahoma
$547K -$143K -288 -22%
OCM
3085
Orleans Capital Management
Louisiana
$546K – – –
SNB
3086
Security National Bank
Nebraska
$546K – – –
NF
3087
NavPoint Financial
Minnesota
$545K +$1.99K +4 +0.4%
QHA
3088
Quarry Hill Advisors
Minnesota
$543K – – –
HSWM
3089
Hubbell Strickland Wealth Management
Louisiana
$542K -$34.9K -70 -6%
EWM
3090
Elmwood Wealth Management
California
$541K – – –
AFS
3091
Access Financial Services
Minnesota
$541K +$592K +1,189 New
SL
3092
SWMG LLC
Texas
$541K -$46.8K -94 -8%
SBF
3093
Sara-Bay Financial
Florida
$541K +$3.48K +7 +0.7%
BIM
3094
Barton Investment Management
Pennsylvania
$541K -$58.2K -117 -10%
PIWA
3095
Prevail Innovative Wealth Advisors
Kansas
$541K -$1.28M -2,580 -71%
SFI
3096
SPC Financial Inc
Maryland
$540K -$112K -225 -18%
ERIM
3097
Eagle Ridge Investment Management
Connecticut
$539K +$513K +1,031 New
D
3098
Diversified
Delaware
$539K -$126K -254 -20%
CFG
3099
Carr Financial Group
Massachusetts
$539K +$131K +264 +34%
SAM
3100
Steinberg Asset Management
New York
$538K – – –
122 123
124
125 126