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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
3401
OneAscent Financial Services
Alabama
– -$289K -807 Closed
SAM
3402
Satovsky Asset Management
New York
– -$286K -802 Closed
EWS
3403
Evergreen Wealth Solutions
Pennsylvania
– -$282K -790 Closed
EPM
3404
Elm Partners Management
Pennsylvania
– -$249K -696 Closed
FZCM
3405
Flynn Zito Capital Management
New York
– -$244K -683 Closed
NME
3406
Notis-McConarty Edward
– -$230K -645 Closed
WCM
3407
Whitener Capital Management
North Carolina
– -$227K -638 Closed
HIGP
3408
Hill Investment Group Partners
Missouri
– -$228K -637 Closed
NCG
3409
Newport Capital Group
New Jersey
– -$227K -622 Closed
KA
3410
Kercheville Advisors
Texas
– -$221K -620 Closed
SA
3411
Sicart Associates
New York
– -$221K -615 Closed
WH
3412
Willner & Heller
California
– -$219K -612 Closed
FA
3413
Faithward Advisors
Pennsylvania
– -$217K -605 Closed
FTA
3414
Financial & Tax Architects
Missouri
– -$214K -599 Closed
MIM
3415
Moseley Investment Management
Florida
– -$212K -594 Closed
MFG
3416
Menard Financial Group
Texas
– -$209K -586 Closed
JWM
3417
Jackson Wealth Management
Florida
– -$209K -585 Closed
BAS
3418
Brown Advisory Securities
Maryland
– -$209K -584 Closed
BCM
3419
Brookmont Capital Management
Texas
– -$207K -579 Closed
CCM
3420
Compton Capital Management
Rhode Island
– -$203K -569 Closed
CWM
3421
Cabot Wealth Management
Massachusetts
– -$200K -561 Closed
CM
3422
Cohanzick Management
New York
– -$179K -500 Closed
RWM
3423
Rockwood Wealth Management
Pennsylvania
– -$160K -448 Closed
SIM
3424
Sentry Investment Management
Wisconsin
– -$133K -372 Closed
CAM
3425
Chandler Asset Management
California
– -$120K -337 Closed
134 135 136
137
138