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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
3276
Innealta Capital
Texas
$728K -$57.2K -100 -8%
MAM
3277
Marotta Asset Management
Virginia
$727K -$222K -389 -25%
FA
3278
FC Advisory
Pennsylvania
$727K +$1.14K +2 +0.2%
GB
3279
Goepper Burkhardt
South Carolina
$727K – – –
RWM
3280
Rezny Wealth Management
Florida
$727K – – –
I
3281
IMPACTfolio
Colorado
$726K – – –
NWM
3282
Nova Wealth Management
Florida
$726K -$12K -21 -2%
WCM
3283
Wealthcare Capital Management
Virginia
$726K – – –
GSEP
3284
Golden State Equity Partners
California
$725K +$38.3K +67 +6%
MIA
3285
MeadowBrook Investment Advisors
Michigan
$723K -$38.9K -68 -5%
WAM
3286
Walker Asset Management
Missouri
$721K +$57.7K +101 +9%
CRI
3287
Commonwealth Retirement Investments
Virginia
$720K -$64.6K -113 -9%
FCI
3288
Financial Counselors Inc
Kansas
$718K -$70.3M -122,925 -99%
SIG
3289
Sargent Investment Group
Maryland
$718K -$230K -402 -26%
BWM
3290
BCGM Wealth Management
Indiana
$717K +$20K +35 +3%
NQWM
3291
Northwest Quadrant Wealth Management
Oregon
$717K +$17.7K +31 +3%
SFMG
3292
Sage Financial Management Group
Virginia
$715K – – –
VIPI
3293
Vista Investment Partners II
Indiana
$715K -$52.6K -92 -7%
AIA
3294
Allied Investment Advisors
Montana
$712K – – –
FWM
3295
Focused Wealth Management
New York
$711K +$60K +105 +10%
GA
3296
Gordian Advisors
Arizona
$711K +$15.4K +27 +2%
BST
3297
Bath Savings Trust
Maine
$710K – – –
KWM
3298
KFG Wealth Management
Indiana
$709K -$38.9K -68 -6%
ACM
3299
Ardent Capital Management
Ohio
$708K +$14.3K +25 +2%
LC
3300
Lincoln Capital
Nebraska
$707K – – –
130 131
132
133 134