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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
JC
3251
JB Capital
Connecticut
$760K +$70.3K +123 +11%
IAP
3252
Indie Asset Partners
Indiana
$760K -$182K -318 -21%
WFS
3253
Weitzel Financial Services
Iowa
$757K +$139K +244 +26%
LI
3254
LVZ Inc
Michigan
$757K +$14.3K +25 +2%
JA
3255
JVL Associates
Michigan
$756K – – –
MAS
3256
Meeder Advisory Services
Ohio
$755K +$170K +297 +32%
CCAL
3257
City Center Advisors LLC
Michigan
$753K +$212K +371 +44%
CFO
3258
CVA Family Office
Colorado
$753K -$57.2K -100 -8%
FA
3259
Fermata Advisors
California
$752K -$1.14M -1,997 -62%
C1AG
3260
Client 1st Advisory Group
Florida
$750K – – –
CCA
3261
Carrera Capital Advisors
Michigan
$750K +$2.29K +4 +0.3%
GHA
3262
Granite Harbor Advisors
Texas
$749K – – –
HCM
3263
Hall Capital Management
Rhode Island
$749K – – –
CFG
3264
Carr Financial Group
Massachusetts
$749K -$105K -184 -13%
CMMS
3265
Comprehensive Money Management Services
Florida
$749K – – –
MIM
3266
Moseley Investment Management
Florida
$748K – – –
HFP
3267
Holistic Financial Partners
Indiana
$747K +$1.14K +2 +0.2%
TFP
3268
Triune Financial Partners
Kansas
$744K +$174K +305 +34%
BIG
3269
Boothe Investment Group
Delaware
$743K -$9.72K -17 -1%
MCA
3270
Magnolia Capital Advisors
Mississippi
$741K +$572 +1 +0.1%
IFS
3271
Intelligent Financial Strategies
Minnesota
$740K – – –
SLA
3272
Silver Lake Advisory
Utah
$738K -$51.4K -90 -7%
NWM
3273
Northcape Wealth Management
New York
$735K +$2.86K +5 +0.4%
RWPA
3274
Richard W. Paul & Associates
Michigan
$735K +$82.3K +144 +14%
HWM
3275
HighMark Wealth Management
Minnesota
$735K -$155K -272 -19%
129 130
131
132 133