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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
3376
Financial Sense Advisors
California
– -$297K -777 Closed
ISWM
3377
Independent Solutions Wealth Management
New York
– -$296K -774 Closed
SCA
3378
Stillwater Capital Advisors
Pennsylvania
– -$285K -746 Closed
BHPW
3379
Beverly Hills Private Wealth
California
– -$277K -725 Closed
HW
3380
Hamilton Wealth
California
– -$273K -715 Closed
ST
3381
Somerset Trust
Pennsylvania
– -$265K -692 Closed
MHI
3382
Miller Howard Investments
New York
– -$262K -684 Closed
MCM
3383
Mainstay Capital Management
Michigan
– -$261K -683 Closed
VP
3384
Verum Partners
North Carolina
– -$255K -666 Closed
FWM
3385
Forefront Wealth Management
Pennsylvania
– -$253K -661 Closed
PPW
3386
Parcion Private Wealth
Washington
– -$244K -637 Closed
CWG
3387
Crown Wealth Group
North Carolina
– -$242K -632 Closed
AAM
3388
AMI Asset Management
California
– -$241K -631 Closed
JIM
3389
Jensen Investment Management
Oregon
– -$241K -630 Closed
NPPM
3390
North Point Portfolio Managers
Ohio
– -$240K -627 Closed
WFA
3391
WMG Financial Advisors
Tennessee
– -$232K -607 Closed
MG
3392
Marex Group
– -$230K -600 Closed
KMWM
3393
Keudell/Morrison Wealth Management
Oregon
– -$227K -594 Closed
SWMG
3394
Signature Wealth Management Group
Georgia
– -$224K -587 Closed
DWA
3395
Delap Wealth Advisory
Oregon
– -$218K -569 Closed
SPI
3396
Santori & Peters Inc
Pennsylvania
– -$217K -567 Closed
APW
3397
Axim Planning & Wealth
Ohio
– -$215K -562 Closed
LWMNY
3398
Landmark Wealth Management (New York)
New York
– -$213K -558 Closed
FF
3399
Friedenthal Financial
New Jersey
– -$221K -555 Closed
BW
3400
Basepoint Wealth
Iowa
– -$211K -552 Closed
134 135
136
137 138