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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
3376
SageGuard Financial Group
Tennessee
$846K -$4.76K -7 -0.5%
SGI
3377
Summit Global Investments
Utah
$846K +$42.2K +62 +5%
AWM
3378
Aberdeen Wealth Management
Illinois
$845K -$57.1K -84 -6%
SG
3379
Stanich Group
New York
$845K +$680 +1 +0.1%
FWM
3380
Fonville Wealth Management
Virginia
$845K -$4.08K -6 -0.5%
YAVAPFMC
3381
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$845K -$4.32M -6,358 -83%
GCM
3382
Goldstream Capital Management
Hong Kong
$844K -$295K -434 -25%
MWM
3383
Mattern Wealth Management
Kansas
$844K -$49K -72 -5%
MCM
3384
Monument Capital Management
Virginia
$843K -$8.84K -13 -1%
FMN
3385
Financial Management Network
California
$842K -$144K -212 -15%
TCRG
3386
Twin Cities Retirement Group
Minnesota
$840K -$17K -25 -2%
KFS
3387
Krane Financial Solutions
California
$840K +$878K +1,291 New
LIA
3388
LS Investment Advisors
Michigan
$839K -$150K -221 -15%
ISWM
3389
Independent Solutions Wealth Management
New York
$839K +$599K +881 +215%
VC
3390
Vicus Capital
Pennsylvania
$839K +$2.04K +3 +0.2%
SWM
3391
Shrier Wealth Management
California
$839K – – –
WMA
3392
William Mack & Associates
Michigan
$837K -$47.6K -70 -5%
4WM
3393
4J Wealth Management
Virginia
$837K – – –
TLFA
3394
True Link Financial Advisors
California
$836K -$32.6K -48 -4%
KGP
3395
Keystone Global Partners
Colorado
$835K – – –
RCM
3396
Requisite Capital Management
Texas
$835K +$7.48K +11 +0.9%
MWA
3397
Martel Wealth Advisors
Washington
$834K -$753K -1,107 -46%
SWM
3398
Seaside Wealth Management
California
$833K -$10.2K -15 -1%
JBA
3399
Johnson Bixby & Associates
Washington
$832K -$10.9K -16 -1%
FCI
3400
Financial Counselors Inc
Kansas
$831K – – –
134 135
136
137 138