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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3426
BCGM Wealth Management
Indiana
$805K +$32K +47 +4%
ATIA
3427
American Trust Investment Advisors
New Hampshire
$804K – – –
SIA
3428
Stegner Investment Associates
Kentucky
$802K +$680 +1 +0.1%
CTC
3429
Corundum Trust Company
South Dakota
$801K +$388K +570 +86%
RWM
3430
Reston Wealth Management
Virginia
$801K -$262K -385 -24%
BSCCG
3431
Blue Sky Capital Consultants Group
California
$800K +$836K +1,230 New
ARA
3432
Alexander Randolph Advisory
Virginia
$799K +$38.1K +56 +5%
AA
3433
Aufman Associates
Pennsylvania
$796K -$21.1K -31 -2%
ABWM
3434
Alpine Bank Wealth Management
Colorado
$795K +$203K +298 +32%
VFP
3435
Vested Financial Planning
California
$795K +$9.52K +14 +1%
LF
3436
Lee Financial
Texas
$793K -$23.1K -34 -3%
WAM
3437
Walker Asset Management
Missouri
$793K -$15K -22 -2%
SFG
3438
Strive Financial Group
Indiana
$793K -$10.2K -15 -1%
BBA
3439
Braun-Bostich & Associates
Pennsylvania
$793K +$61.9K +91 +8%
BGA
3440
Battery Global Advisors
Massachusetts
$793K +$680K +1,000 +459%
CWM
3441
CMH Wealth Management
New Hampshire
$792K +$826K +1,215 New
TW
3442
Traveka Wealth
California
$792K +$24.5K +36 +3%
NPPM
3443
North Point Portfolio Managers
Ohio
$791K -$24.5K -36 -3%
EP
3444
Essential Partners
California
$791K +$827K +1,216 New
GCM
3445
GKV Capital Management
California
$790K +$34.7K +51 +4%
TFP
3446
Triune Financial Partners
Kansas
$790K – – –
SIG
3447
Sargent Investment Group
Maryland
$790K -$4.08K -6 -0.5%
CMMS
3448
Comprehensive Money Management Services
Florida
$788K – – –
AIA
3449
Accelerate Investment Advisors
California
$786K +$57.1K +84 +7%
GHA
3450
Granite Harbor Advisors
Texas
$785K -$680 -1 -0.1%
136 137
138
139 140