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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CIG
3401
Cascade Investment Group
Colorado
$829K -$10.2K -15 -1%
AIA
3402
Allied Investment Advisors
Montana
$828K +$3.4K +5 +0.4%
CMBA
3403
C.M. Bidwell & Associates
Hawaii
$825K – – –
WFS
3404
Weitzel Financial Services
Iowa
$825K +$680 +1 +0.1%
VCM
3405
Versant Capital Management
Arizona
$824K +$137K +201 +19%
FDG
3406
Financial Discovery Group
Georgia
$821K +$859K +1,263 New
LJCM
3407
Lee Johnson Capital Management
Texas
$821K – – –
GLR
3408
Great Lakes Retirement
Ohio
$820K -$18.4K -27 -2%
ELM
3409
Elite Life Management
Florida
$820K +$1.36K +2 +0.2%
SCM
3410
Stonehearth Capital Management
Massachusetts
$819K – – –
SW
3411
SMART Wealth
Nebraska
$817K -$73.4K -108 -8%
MCM
3412
Monarch Capital Management
Indiana
$816K – – –
AFM
3413
Abbot Financial Management
Massachusetts
$816K -$54.4K -80 -6%
CNB
3414
Camden National Bank
Maine
$815K -$105K -154 -11%
6F
3415
626 Financial
Michigan
$815K -$272K -400 -24%
RL
3416
Rogco LP
Oklahoma
$812K +$36.7K +54 +5%
FWM
3417
Focused Wealth Management
New York
$811K +$2.04K +3 +0.2%
HWA
3418
HHM Wealth Advisors
Tennessee
$811K +$18.4K +27 +2%
SF
3419
Schaeffer Financial
Maryland
$811K +$135K +199 +19%
BWM
3420
Bernicke Wealth Management
Wisconsin
$811K -$15K -22 -2%
HKAM
3421
Horizon Kinetics Asset Management
New York
$809K -$34K -50 -4%
HP
3422
HT Partners
Connecticut
$807K – – –
KFSC
3423
Keystone Financial Services (Colorado)
Colorado
$807K +$146K +215 +21%
TF
3424
Tenzing Financial
Virginia
$807K -$680 -1 -0.1%
APM
3425
a16z Perennial Management
California
$806K – – –
135 136
137
138 139