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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AFWM
3126
AMJ Financial Wealth Management
Virginia
$521K +$5.76K +11 +1%
FTIS
3127
First Trust Investment Solutions
Florida
$520K +$223K +426 +80%
JCFM
3128
JBR Co Financial Management
Oklahoma
$520K +$35.6K +68 +8%
MCB
3129
Morton Community Bank
Illinois
$519K – – –
S
3130
SimplyRich
California
$518K – – –
OWM
3131
OneAscent Wealth Management
Alabama
$518K +$7.33K +14 +1%
SFG
3132
SevenBridge Financial Group
Pennsylvania
$518K +$100K +191 +24%
CP
3133
Creekside Partners
California
$516K +$497K +949 New
RWM
3134
Revisor Wealth Management
Ohio
$516K -$3.65M -6,979 -88%
MKA
3135
M. Kulyk & Associates
Georgia
$515K -$1.57K -3 -0.3%
GSAM
3136
Grant Street Asset Management
Pennsylvania
$513K – – –
RCM
3137
Requisite Capital Management
Texas
$513K – – –
TC
3138
Truvestments Capital
Florida
$512K +$17.8K +34 +4%
TFA
3139
TPG Financial Advisors
Oregon
$512K +$492K +940 New
CWM
3140
Concentrum Wealth Management
California
$511K +$491K +939 New
MIA
3141
MeadowBrook Investment Advisors
Michigan
$511K – – –
FG
3142
Foster Group
Iowa
$511K -$290K -554 -37%
SRC
3143
Shufro Rose & Co
New York
$509K +$27.2K +52 +6%
CVM
3144
Cheviot Value Management
California
$509K -$175K -335 -26%
LC
3145
Landaas & Company
Wisconsin
$508K – – –
FC
3146
Fulcrum Capital
Washington
$506K – – –
OCG
3147
Opus Capital Group
Ohio
$506K – – –
AFWM
3148
Abich Financial Wealth Management
Virginia
$504K +$120K +230 +33%
SFC
3149
Sprinkle Financial Consultants
Colorado
$504K +$485K +926 New
OBWP
3150
O'Brien Wealth Partners
Massachusetts
$503K -$160K -306 -25%
124 125
126
127 128