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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
3376
Herold Advisors
New York
$644K +$85.2K +149 +17%
PCM
3377
Palisade Capital Management
New Jersey
$644K +$24K +42 +4%
TCM
3378
TD Capital Management
Tennessee
$643K +$2.29K +4 +0.4%
IFA
3379
Interactive Financial Advisors
Illinois
$642K -$6.86K -12 -1%
CFGF
3380
Compass Financial Group (Florida)
Florida
$641K – – –
WCM
3381
Wellington Capital Management
Maryland
$641K +$593K +1,037 New
SF
3382
Slagle Financial
Illinois
$641K +$16K +28 +3%
Q1WB
3383
Quest 10 Wealth Builders
Virginia
$640K +$261K +456 +79%
AW
3384
Alteri Wealth
California
$640K +$54.3K +95 +10%
AWP
3385
Atlas Wealth Partners
Pennsylvania
$639K – – –
TNAM
3386
Terra Nova Asset Management
New York
$639K -$37.2K -65 -6%
KL
3387
KWMG LLC
Kansas
$638K +$24K +42 +4%
KFSC
3388
Keystone Financial Services (Colorado)
Colorado
$638K – – –
TW
3389
Traveka Wealth
California
$637K – – –
XWM
3390
Xcel Wealth Management
Florida
$636K +$2.86K +5 +0.5%
BCA
3391
Bay Capital Advisors
Virginia
$635K – – –
RFN
3392
RDA Financial Network
Iowa
$635K -$1.14K -2 -0.2%
BOC
3393
Bull Oak Capital
California
$633K +$87.5K +153 +18%
UIM
3394
Unified Investment Management
Georgia
$633K – – –
MFS
3395
Miller Financial Services
Michigan
$632K +$186K +325 +47%
LAM
3396
Lakewood Asset Management
Illinois
$632K +$572 +1 +0.1%
BIS
3397
BG Investment Services
Guam
$631K +$16.6K +29 +3%
HA
3398
Helium Advisors
Washington
$630K +$246K +431 +73%
LAM
3399
L2 Asset Management
Massachusetts
$629K +$111K +194 +24%
FB
3400
Finward Bancorp
Indiana
$629K +$1.72K +3 +0.3%
134 135
136
137 138