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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
3176
Syon Capital
California
$757K +$796K +1,354 New
GOCP
3177
Great Oak Capital Partners
Massachusetts
$756K – – –
GA
3178
GoalVest Advisory
New York
$755K -$10.6K -18 -1%
SFG
3179
Seamount Financial Group
Colorado
$754K +$21.2K +36 +3%
NIM
3180
Nicollet Investment Management
Minnesota
$753K -$11.8K -20 -1%
GFG
3181
Greenbush Financial Group
New York
$752K +$2.94K +5 +0.4%
BMM
3182
Buffington Mohr McNeal
Idaho
$751K -$479K -815 -38%
RIM
3183
RW Investment Management
Idaho
$751K +$1.76K +3 +0.2%
SP
3184
Symmetry Partners
Connecticut
$751K – – –
FA
3185
Financial Alternatives
California
$750K – – –
HKAM
3186
Horizon Kinetics Asset Management
New York
$748K -$78.2K -133 -9%
BPFA
3187
Barnes Pettey Financial Advisors
Mississippi
$746K -$14.7K -25 -2%
TBC
3188
Ted Buchan & Co
California
$744K -$128K -217 -14%
SFSG
3189
Sound Financial Strategies Group
Mississippi
$743K +$309K +526 +66%
MA
3190
Maxele Advisors
Missouri
$743K -$38.8K -66 -5%
KAM
3191
KEB Asset Management
Illinois
$743K -$1.76K -3 -0.2%
AA
3192
Aufman Associates
Pennsylvania
$742K -$17K -29 -2%
LKBC
3193
L.K. Benson & Company
Maryland
$741K – – –
GSAM
3194
Grant Street Asset Management
Pennsylvania
$740K +$52.9K +90 +7%
OWA
3195
Oak Wealth Advisors
Illinois
$740K -$205K -349 -21%
CPC
3196
Cookson Peirce & Co
Pennsylvania
$739K +$284K +484 +58%
GWM
3197
GK Wealth Management
Nevada
$738K +$169K +288 +28%
CFO
3198
CVA Family Office
Colorado
$737K -$99.9K -170 -11%
RCP
3199
Rothschild Capital Partners
New York
$736K +$2.35K +4 +0.3%
PWM
3200
Prosperity Wealth Management
California
$735K +$353K +600 +84%
126 127
128
129 130