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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
3326
Elm3 Financial Group
Georgia
$627K -$200K -340 -23%
ACM
3327
Ardent Capital Management
Ohio
$627K -$23.5K -40 -3%
EF
3328
Exeter Financial
Arizona
$625K -$25.3K -43 -4%
CAMV
3329
Concord Asset Management (Virginia)
Virginia
$623K – – –
AFA
3330
Avant Financial Advisors
Texas
$623K -$2.94K -5 -0.4%
AIC
3331
Allodium Investment Consultants
Minnesota
$623K – – –
SMCM
3332
Sky-Mountain Capital Management
Idaho
$621K +$653K +1,111 New
JC
3333
JB Capital
Connecticut
$620K +$41.7K +71 +7%
GSEP
3334
Golden State Equity Partners
California
$619K -$162K -276 -20%
SL
3335
SWMG LLC
Texas
$618K +$15.3K +26 +2%
CWA
3336
Choice Wealth Advisors
Maine
$618K +$20K +34 +3%
MCA
3337
Maryland Capital Advisors
Maryland
$616K – – –
PDM
3338
Penn Davis McFarland
Texas
$616K +$51.7K +88 +9%
TNAM
3339
Terra Nova Asset Management
New York
$615K -$3.53K -6 -0.5%
MCM
3340
Mainstay Capital Management
Michigan
$615K +$588 +1 +0.1%
BFAG
3341
Blackston Financial Advisory Group
Florida
$615K -$13.5K -23 -2%
BBI
3342
Baxter Bros Inc
Connecticut
$613K +$173K +295 +37%
HWMO
3343
Heritage Wealth Management (Ohio)
Ohio
$613K +$588 +1 +0.1%
AMM
3344
American Money Management
California
$613K -$23.5K -40 -4%
TPW
3345
Transatlantique Private Wealth
New York
$613K – – –
CWR
3346
Chico Wealth RIA
California
$612K – – –
VPW
3347
Variant Private Wealth
Virginia
$611K +$2.35K +4 +0.4%
3AM
3348
3EDGE Asset Management
Florida
$610K -$31.7K -54 -5%
BBA
3349
Braun-Bostich & Associates
Pennsylvania
$610K +$34.7K +59 +6%
2L
3350
25 LLC
Missouri
$607K +$31.2K +53 +5%
132 133
134
135 136