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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BPFA
3101
Barnes Pettey Financial Advisors
Mississippi
$975K +$61.5K +96 +7%
DA
3102
Dash Acquisitions
California
$972K +$578K +902 +176%
CC
3103
Constitution Capital
Connecticut
$972K +$24.4K +38 +3%
TWA
3104
Trellis Wealth Advisors
California
$970K -$5.13K -8 -0.5%
WBCM
3105
Wilson & Boucher Capital Management
California
$969K -$6.41K -10 -0.7%
TA
3106
TFB Advisors
Kansas
$969K -$62.2K -97 -6%
SFSG
3107
Sound Financial Strategies Group
Mississippi
$966K +$62.2K +97 +7%
GT
3108
GreatBanc Trust
Illinois
$965K +$929K +1,449 New
BH
3109
Burk Holdings
Oklahoma
$962K -$28.2K -44 -3%
KCM
3110
KRS Capital Management
Michigan
$961K +$247K +386 +37%
PRI
3111
Prepared Retirement Institute
Pennsylvania
$959K -$641 -1 -0.1%
GSAM
3112
Grant Street Asset Management
Pennsylvania
$958K +$9.62K +15 +1%
VFPW
3113
Vantage Financial Partners (Wisconsin)
Wisconsin
$958K +$12.2K +19 +1%
VFG
3114
Valley Financial Group
Pennsylvania
$958K +$54.5K +85 +6%
CNB
3115
Camden National Bank
Maine
$957K -$3.85K -6 -0.4%
WQ
3116
Wealth Quarterback
New Jersey
$956K +$11.5K +18 +1%
W
3117
WealthCollab
Washington
$956K – – –
MCM
3118
Marathon Capital Management
Maryland
$956K -$64.1K -100 -7%
AA
3119
Addison Advisors
Vermont
$954K – – –
AWM
3120
AllSquare Wealth Management
New York
$952K – – –
TIA
3121
Tiemann Investment Advisors
California
$952K -$26.3K -41 -3%
BFWM
3122
Bright Futures Wealth Management
New York
$950K +$914K +1,426 New
SAM
3123
Steinberg Asset Management
New York
$948K – – –
LPFG
3124
Landing Point Financial Group
Ohio
$946K -$86.5K -135 -9%
NCM
3125
Northwest Capital Management
Oregon
$945K -$1.15M -1,794 -56%
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125
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