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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
3126
Lincoln Capital
Nebraska
$511K – – –
IWP
3127
Insight Wealth Partners
Texas
$510K -$81.6K -164 -14%
SF
3128
Slagle Financial
Illinois
$507K -$371K -746 -43%
SIA
3129
Stegner Investment Associates
Kentucky
$507K +$996 +2 +0.2%
MIS
3130
Morningstar Investment Services
Illinois
$505K -$26.9M -53,951 -98%
RAM
3131
Roanoke Asset Management
New Jersey
$505K +$86.6K +174 +22%
CCM
3132
Check Capital Management
California
$505K – – –
AFA
3133
Alpha Financial Advisors
North Carolina
$504K +$4.48K +9 +0.9%
GL
3134
Gerber LLC
Ohio
$503K +$87.6K +176 +22%
MAC
3135
Mason & Associates (California)
California
$503K +$13.4K +27 +3%
GWP
3136
Gen-Wealth Partners
Michigan
$503K +$478K +961 New
TFF
3137
The Family Firm
Maryland
$502K +$498 +1 +0.1%
MCB
3138
Morton Community Bank
Illinois
$499K – – –
S
3139
SimplyRich
California
$498K – – –
1WA
3140
180 Wealth Advisors
Washington
$498K -$12.4K -25 -3%
RCI
3141
RS Crum Inc
California
$498K +$498 +1 +0.1%
MKA
3142
M. Kulyk & Associates
Georgia
$497K +$4.98K +10 +1%
AFWM
3143
AMJ Financial Wealth Management
Virginia
$495K +$996 +2 +0.2%
LAS
3144
Legacy Advisory Services
Pennsylvania
$495K +$11.5K +23 +2%
GSAM
3145
Grant Street Asset Management
Pennsylvania
$493K – – –
RCM
3146
Requisite Capital Management
Texas
$492K +$498 +1 +0.1%
KFSC
3147
Keystone Financial Services (Colorado)
Colorado
$491K – – –
MIA
3148
MeadowBrook Investment Advisors
Michigan
$491K – – –
OWM
3149
OneAscent Wealth Management
Alabama
$491K -$127K -255 -21%
BA
3150
Bellwether Advisors
Nebraska
$490K +$21.4K +43 +5%
124 125
126
127 128