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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
3251
LVZ Inc
Michigan
$757K +$14.3K +25 +2%
JA
3252
JVL Associates
Michigan
$756K – – –
MAS
3253
Meeder Advisory Services
Ohio
$755K +$170K +297 +32%
CCAL
3254
City Center Advisors LLC
Michigan
$753K +$212K +371 +44%
CFO
3255
CVA Family Office
Colorado
$753K -$57.2K -100 -8%
FA
3256
Fermata Advisors
California
$752K -$1.14M -1,997 -62%
C1AG
3257
Client 1st Advisory Group
Florida
$750K – – –
CCA
3258
Carrera Capital Advisors
Michigan
$750K +$2.29K +4 +0.3%
GHA
3259
Granite Harbor Advisors
Texas
$749K – – –
HCM
3260
Hall Capital Management
Rhode Island
$749K – – –
CFG
3261
Carr Financial Group
Massachusetts
$749K -$105K -184 -13%
CMMS
3262
Comprehensive Money Management Services
Florida
$749K – – –
MIM
3263
Moseley Investment Management
Florida
$748K – – –
HFP
3264
Holistic Financial Partners
Indiana
$747K +$1.14K +2 +0.2%
TFP
3265
Triune Financial Partners
Kansas
$744K +$174K +305 +34%
BIG
3266
Boothe Investment Group
Delaware
$743K -$9.72K -17 -1%
MCA
3267
Magnolia Capital Advisors
Mississippi
$741K +$572 +1 +0.1%
IFS
3268
Intelligent Financial Strategies
Minnesota
$740K – – –
SLA
3269
Silver Lake Advisory
Utah
$738K -$51.4K -90 -7%
NWM
3270
Northcape Wealth Management
New York
$735K +$2.86K +5 +0.4%
RWPA
3271
Richard W. Paul & Associates
Michigan
$735K +$82.3K +144 +14%
HWM
3272
HighMark Wealth Management
Minnesota
$735K -$155K -272 -19%
GCM
3273
GKV Capital Management
California
$732K -$199K -348 -23%
HKIM
3274
Hayek Kallen Investment Management
Alabama
$731K +$279K +488 +70%
JBA
3275
Johnson Bixby & Associates
Washington
$730K -$26.9K -47 -4%
129 130
131
132 133