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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MIS
3376
Morningstar Investment Services
Illinois
– -$551K -1,366 Closed
MWP
3377
Meredith Wealth Planning
Illinois
– -$461K -1,127 Closed
DACG
3378
Donor Advised Charitable Giving
California
– -$398K -971 Closed
GA
3379
Greenspring Advisors
Maryland
– -$374K -914 Closed
KCM
3380
Kathmere Capital Management
Pennsylvania
– -$352K -860 Closed
PMG
3381
Private Management Group
California
– -$328K -800 Closed
LW
3382
Lauer Wealth
Indiana
– -$318K -757 Closed
FCA
3383
FLC Capital Advisors
California
– -$284K -693 Closed
FEG
3384
Financial Enhancement Group
Indiana
– -$279K -681 Closed
BC
3385
Bowman & Company
Wisconsin
– -$275K -673 Closed
IWM
3386
Iams Wealth Management
Nebraska
– -$282K -673 Closed
CANY
3387
Caxton Associates (New York)
New York
– -$272K -664 Closed
CNAM
3388
Campbell Newman Asset Management
Wisconsin
– -$267K -653 Closed
3LCM
3389
3D/L Capital Management
Connecticut
– -$259K -633 Closed
MCP
3390
Martin Capital Partners
Oregon
– -$252K -615 Closed
FA
3391
Financial Advisors
Massachusetts
– -$242K -590 Closed
HCM
3392
Howard Capital Management
Georgia
– -$237K -580 Closed
FA
3393
Financial Alternatives
California
– -$229K -560 Closed
CWA
3394
CJM Wealth Advisers
Virginia
– -$224K -548 Closed
XT
3395
XTX Topco
Cayman Islands
– -$224K -546 Closed
CWA
3396
Capital Wealth Alliance
Arizona
– -$218K -534 Closed
SIG
3397
Sargent Investment Group
Maryland
– -$218K -531 Closed
CM
3398
Capital Management
Virginia
– -$205K -500 Closed
HIGP
3399
Hill Investment Group Partners
Missouri
– -$205K -500 Closed
BF
3400
Brooklyn FI
New York
– -$203K -427 Closed
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