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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MHIC
3226
Marble Harbor Investment Counsel
Massachusetts
$390K – – –
TFP
3227
Triune Financial Partners
Kansas
$389K +$1.34K +3 +0.4%
BWL
3228
Bogart Wealth LLC
Virginia
$389K +$40.1K +90 +12%
CTFG
3229
Capstone Triton Financial Group
Oklahoma
$388K +$2.67K +6 +0.7%
C
3230
CEDRUS
Colorado
$388K -$103K -232 -22%
TDC
3231
Thompson Davis & Co
Virginia
$387K -$77.5K -174 -18%
ATI
3232
ARK & TLK Investments
Oklahoma
$387K +$363K +814 New
SFG
3233
SevenBridge Financial Group
Pennsylvania
$385K +$15.6K +35 +5%
GWWM
3234
Great Waters Wealth Management
Minnesota
$385K +$3.12K +7 +0.9%
CCM
3235
Crew Capital Management
Ohio
$384K – – –
JTWM
3236
Jackson Thornton Wealth Management
Alabama
$384K +$359K +807 New
RWG
3237
Regal Wealth Group
California
$383K +$445 +1 +0.1%
AWC
3238
Adamsbrown Wealth Consultants
Kansas
$383K +$891 +2 +0.2%
WFA
3239
WestHill Financial Advisors
California
$383K -$96.2K -216 -21%
LL
3240
LPWM LLC
Minnesota
$382K -$15.6K -35 -4%
EWA
3241
Emergent Wealth Advisors
New York
$380K +$356K +799 New
RF
3242
Robbins Farley
New Hampshire
$379K +$2.23K +5 +0.6%
IC
3243
Iconiq Capital
California
$379K +$891 +2 +0.3%
MA
3244
Mezzasalma Advisors
New Jersey
$379K +$5.34K +12 +2%
EU
3245
Emory University
Georgia
$379K +$355K +797 New
MMM
3246
Mendel Money Management
Illinois
$379K -$28.1K -63 -7%
SFC
3247
Sprinkle Financial Consultants
Colorado
$378K +$354K +795 New
SRC
3248
Shufro Rose & Co
New York
$377K -$6.68K -15 -2%
DWM
3249
Dopkins Wealth Management
New York
$376K -$137K -307 -28%
EWMCB
3250
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$376K -$80.2K -180 -19%
128 129
130
131 132