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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
IFA
3376
Interactive Financial Advisors
Illinois
$642K -$6.86K -12 -1%
CFGF
3377
Compass Financial Group (Florida)
Florida
$641K – – –
WCM
3378
Wellington Capital Management
Maryland
$641K +$593K +1,037 New
SF
3379
Slagle Financial
Illinois
$641K +$16K +28 +3%
Q1WB
3380
Quest 10 Wealth Builders
Virginia
$640K +$261K +456 +79%
AW
3381
Alteri Wealth
California
$640K +$54.3K +95 +10%
AWP
3382
Atlas Wealth Partners
Pennsylvania
$639K – – –
TNAM
3383
Terra Nova Asset Management
New York
$639K -$37.2K -65 -6%
KL
3384
KWMG LLC
Kansas
$638K +$24K +42 +4%
KFSC
3385
Keystone Financial Services (Colorado)
Colorado
$638K – – –
TW
3386
Traveka Wealth
California
$637K – – –
XWM
3387
Xcel Wealth Management
Florida
$636K +$2.86K +5 +0.5%
BCA
3388
Bay Capital Advisors
Virginia
$635K – – –
RFN
3389
RDA Financial Network
Iowa
$635K -$1.14K -2 -0.2%
BOC
3390
Bull Oak Capital
California
$633K +$87.5K +153 +18%
UIM
3391
Unified Investment Management
Georgia
$633K – – –
MFS
3392
Miller Financial Services
Michigan
$632K +$186K +325 +47%
LAM
3393
Lakewood Asset Management
Illinois
$632K +$572 +1 +0.1%
BIS
3394
BG Investment Services
Guam
$631K +$16.6K +29 +3%
HA
3395
Helium Advisors
Washington
$630K +$246K +431 +73%
LAM
3396
L2 Asset Management
Massachusetts
$629K +$111K +194 +24%
FB
3397
Finward Bancorp
Indiana
$629K +$1.72K +3 +0.3%
KMWM
3398
Keudell/Morrison Wealth Management
Oregon
$629K +$21.2K +37 +4%
PFG
3399
PAX Financial Group
Texas
$627K -$337K -589 -37%
SMCM
3400
Sky-Mountain Capital Management
Idaho
$625K -$69.7K -122 -11%
134 135
136
137 138