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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RGF
3401
Retirement Guys Formula
Ohio
– -$314K -878 Closed
SMH
3402
Sanders Morris Harris
Texas
– -$305K -856 Closed
OFS
3403
OneAscent Financial Services
Alabama
– -$289K -807 Closed
SAM
3404
Satovsky Asset Management
New York
– -$286K -802 Closed
EWS
3405
Evergreen Wealth Solutions
Pennsylvania
– -$282K -790 Closed
EPM
3406
Elm Partners Management
Pennsylvania
– -$249K -696 Closed
FZCM
3407
Flynn Zito Capital Management
New York
– -$244K -683 Closed
NME
3408
Notis-McConarty Edward
– -$230K -645 Closed
WCM
3409
Whitener Capital Management
North Carolina
– -$227K -638 Closed
HIGP
3410
Hill Investment Group Partners
Missouri
– -$228K -637 Closed
NCG
3411
Newport Capital Group
New Jersey
– -$227K -622 Closed
KA
3412
Kercheville Advisors
Texas
– -$221K -620 Closed
SA
3413
Sicart Associates
New York
– -$221K -615 Closed
WH
3414
Willner & Heller
California
– -$219K -612 Closed
FA
3415
Faithward Advisors
Pennsylvania
– -$217K -605 Closed
FTA
3416
Financial & Tax Architects
Missouri
– -$214K -599 Closed
MIM
3417
Moseley Investment Management
Florida
– -$212K -594 Closed
MFG
3418
Menard Financial Group
Texas
– -$209K -586 Closed
JWM
3419
Jackson Wealth Management
Florida
– -$209K -585 Closed
BAS
3420
Brown Advisory Securities
Maryland
– -$209K -584 Closed
BCM
3421
Brookmont Capital Management
Texas
– -$207K -579 Closed
CCM
3422
Compton Capital Management
Rhode Island
– -$203K -569 Closed
CWM
3423
Cabot Wealth Management
Massachusetts
– -$200K -561 Closed
CM
3424
Cohanzick Management
New York
– -$179K -500 Closed
RWM
3425
Rockwood Wealth Management
Pennsylvania
– -$160K -448 Closed
134 135 136
137
138