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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
IFS
3326
Intelligent Financial Strategies
Minnesota
$702K – – –
BCFS
3327
Butensky & Cohen Financial Security
Florida
$700K -$25.3K -43 -3%
HFP
3328
Holistic Financial Partners
Indiana
$699K +$8.25K +14 +1%
ACG
3329
Allen Capital Group
Nebraska
$697K -$9.43K -16 -1%
HWMG
3330
Hurlow Wealth Management Group
Indiana
$696K -$1.18K -2 -0.2%
VIPI
3331
Vista Investment Partners II
Indiana
$696K +$699K +1,187 New
MCA
3332
Magnolia Capital Advisors
Mississippi
$695K +$699K +1,187 New
HKIMG
3333
Hutchens & Kramer Investment Management Group
Indiana
$695K +$39.5K +67 +6%
SP
3334
Sequent Planning
Nebraska
$692K -$11.8K -20 -2%
NWM
3335
Northcape Wealth Management
New York
$692K – – –
MAM
3336
Marotta Asset Management
Virginia
$690K -$227K -385 -25%
GP
3337
Gallo Partners
New Jersey
$689K +$693K +1,176 New
I
3338
IMPACTfolio
Colorado
$689K – – –
FA
3339
FC Advisory
Pennsylvania
$688K +$1.18K +2 +0.2%
GB
3340
Goepper Burkhardt
South Carolina
$684K +$20.6K +35 +3%
RWM
3341
RBA Wealth Management
California
$683K +$687K +1,166 New
FA
3342
FF Advisors
California
$683K +$227K +386 +52%
PCM
3343
Pointe Capital Management
Michigan
$683K – – –
CAMV
3344
Concord Asset Management (Virginia)
Virginia
$682K +$197K +334 +40%
CPA
3345
Capital Performance Advisors
California
$681K -$2.36K -4 -0.3%
EF
3346
Exeter Financial
Arizona
$680K -$1.77K -3 -0.3%
ACM
3347
Ardent Capital Management
Ohio
$680K – – –
CWM
3348
Certus Wealth Management
California
$680K – – –
SFMG
3349
Sage Financial Management Group
Virginia
$678K – – –
JPWM
3350
Jamison Private Wealth Management
Georgia
$675K -$8.25K -14 -1%
132 133
134
135 136