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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
3451
Matisse Capital
Oregon
$594K +$18.9K +33 +4%
SRCM
3452
Signature Resources Capital Management
California
$593K +$402K +703 +274%
LFP
3453
Lakeshore Financial Planning
Michigan
$593K +$161K +281 +41%
HFS
3454
Hoge Financial Services
Pennsylvania
$592K -$46.3K -81 -8%
RCM
3455
Requisite Capital Management
Texas
$592K +$572 +1 +0.1%
MCB
3456
Morton Community Bank
Illinois
$589K – – –
FSA
3457
Financial Sense Advisors
California
$589K -$19.4K -34 -3%
SA
3458
Stewardship Advisors
Pennsylvania
$589K +$186K +325 +52%
BFG
3459
Birch Financial Group
New Hampshire
$589K +$195K +341 +56%
AIA
3460
Acute Investment Advisory
Arizona
$587K -$376K -658 -41%
BT
3461
Banque Transatlantique
France
$586K +$484K +847 +847%
GWWM
3462
Great Waters Wealth Management
Minnesota
$585K -$285K -498 -34%
PWA
3463
Physician Wealth Advisors
Utah
$585K -$147K -257 -21%
LJCM
3464
Lee Johnson Capital Management
Texas
$584K -$358K -626 -40%
AFIA
3465
America First Investment Advisors
Nebraska
$584K +$1.14K +2 +0.2%
OCG
3466
Opus Capital Group
Ohio
$583K – – –
MA
3467
MJP Associates
Connecticut
$582K +$250K +437 +87%
NPAN
3468
Northeast Planning Associates NH
New Hampshire
$581K – – –
ABWM
3469
Alpine Bank Wealth Management
Colorado
$581K -$210K -367 -28%
LF
3470
Lee Financial
Texas
$580K +$99.5K +174 +23%
LAS
3471
Legacy Advisory Services
Pennsylvania
$580K +$1.14K +2 +0.2%
QHA
3472
Quarry Hill Advisors
Minnesota
$578K – – –
DWM
3473
Dopkins Wealth Management
New York
$578K – – –
BW
3474
BostonPremier Wealth
Massachusetts
$576K +$16K +28 +3%
FC
3475
Fulcrum Capital
Washington
$575K -$15.4K -27 -3%
137 138
139
140 141