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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CIG
3451
Cascade Investment Group
Colorado
$880K – – –
SWM
3452
Shrier Wealth Management
California
$879K +$872K +1,290 New
SPF
3453
South Plains Financial
Texas
$879K +$197K +291 +29%
GLR
3454
Great Lakes Retirement
Ohio
$879K +$61.5K +91 +8%
VC
3455
Vicus Capital
Pennsylvania
$878K -$20.2M -29,914 -96%
4WM
3456
4J Wealth Management
Virginia
$878K – – –
SFS
3457
Solitude Financial Services
Virginia
$877K +$6.76K +10 +0.8%
KA
3458
Kooman & Associates
Pennsylvania
$877K +$869K +1,286 New
DIA
3459
Davidson Investment Advisors
Montana
$876K +$606K +897 +231%
KGP
3460
Keystone Global Partners
Colorado
$875K – – –
HP
3461
Hilltop Partners
Indiana
$875K +$8.79K +13 +1%
MWM
3462
Mosley Wealth Management
California
$874K +$877K +1,298 New
GFWA
3463
Grey Fox Wealth Advisors
Delaware
$872K -$49.3K -73 -5%
SFO
3464
Stokes Family Office
Louisiana
$872K -$2.39M -3,533 -73%
FCI
3465
Financial Counselors Inc
Kansas
$871K -$15.5K -23 -2%
ATS
3466
Ashton Thomas Securities
New York
$871K +$284K +420 +49%
PPA
3467
Painted Porch Advisors
California
$870K -$96.7K -143 -10%
RCM
3468
Requisite Capital Management
Texas
$868K +$212K +313 +33%
BWM
3469
Bernicke Wealth Management
Wisconsin
$865K +$858K +1,269 New
AIA
3470
Allied Investment Advisors
Montana
$865K -$283K -418 -25%
CMBA
3471
C.M. Bidwell & Associates
Hawaii
$865K – – –
RFG
3472
RFP Financial Group
Georgia
$864K -$2.16M -3,193 -72%
MFS
3473
Miller Financial Services
Michigan
$861K -$4.05K -6 -0.5%
LJCM
3474
Lee Johnson Capital Management
Texas
$861K – – –
MCA
3475
Magnolia Capital Advisors
Mississippi
$861K +$35.1K +52 +4%
137 138
139
140 141