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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
3401
Azzad Asset Management
Virginia
– -$313K -706 Closed
VCM
3402
Vision Capital Management
Oregon
– -$297K -670 Closed
HIM
3403
Hanlon Investment Management
New Jersey
– -$266K -600 Closed
BFM
3404
Broadview Financial Management
Wisconsin
– -$258K -582 Closed
FWA
3405
Freedom Wealth Alliance
Wisconsin
– -$254K -565 Closed
C1AG
3406
Client 1st Advisory Group
Florida
– -$246K -554 Closed
HIA
3407
Harvest Investment Advisors
Florida
– -$243K -548 Closed
CSI
3408
Cross Staff Investments
New York
– -$238K -536 Closed
BFS
3409
Bard Financial Services
Connecticut
– -$222K -500 Closed
TPWM
3410
Twelve Points Wealth Management
Massachusetts
– -$217K -489 Closed
NWA
3411
New World Advisors
Massachusetts
– -$214K -483 Closed
CIS
3412
Continental Investors Services
Washington
– -$216K -480 Closed
ERIM
3413
Eagle Ridge Investment Management
Connecticut
– -$211K -477 Closed
HPWA
3414
Hall Private Wealth Advisors
North Carolina
– -$208K -469 Closed
WCM
3415
Wealthcare Capital Management
Virginia
– -$207K -466 Closed
JSL
3416
JT Stratford LLC
Georgia
– -$206K -465 Closed
KIA
3417
KLR Investment Advisors
Rhode Island
– -$207K -465 Closed
KIA
3418
Kraematon Investment Advisors
Massachusetts
– -$205K -463 Closed
WCM
3419
Whitener Capital Management
North Carolina
– -$204K -461 Closed
SCI
3420
Stableford Capital II
Arizona
– -$205K -459 Closed
LWMNY
3421
Landmark Wealth Management (New York)
New York
– -$201K -454 Closed
KIG
3422
Kennedy Investment Group
New Jersey
– -$201K -453 Closed
AFG
3423
Alterity Financial Group
Maine
– -$200K -452 Closed
PC
3424
Pecaut & Co
Iowa
– -$200K -452 Closed
AWP
3425
Atlas Wealth Partners
Pennsylvania
– -$201K -444 Closed
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