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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
IFS
3476
Intelligent Financial Strategies
Minnesota
$894K – – –
BF
3477
Benchmark Financial
Delaware
$893K +$725 +1 +0.1%
SNB
3478
Security National Bank
Nebraska
$892K +$47.9K +66 +6%
CAMV
3479
Concord Asset Management (Virginia)
Virginia
$892K -$725 -1 -0.1%
RWM
3480
Rezny Wealth Management
Florida
$890K +$25.4K +35 +3%
WWM
3481
Westwood Wealth Management
California
$889K -$102K -140 -11%
1CP
3482
17 Capital Partners
Arizona
$889K -$10.9K -15 -1%
MCA
3483
Millennium Capital Advisors
Arkansas
$889K – – –
KMWM
3484
Keudell/Morrison Wealth Management
Oregon
$887K +$10.9K +15 +1%
CWM
3485
CMH Wealth Management
New Hampshire
$886K -$22.5K -31 -3%
TF
3486
Tenzing Financial
Virginia
$883K – – –
TIAM2
3487
Tru Independence Asset Management 2
Oregon
$881K +$33.4K +46 +4%
GB
3488
Goepper Burkhardt
South Carolina
$880K – – –
HI
3489
Hudock Inc
Pennsylvania
$880K +$725 +1 +0.1%
DMIC
3490
Dixon Mitchell Investment Counsel
British Columbia, Canada
$879K -$274K -378 -24%
MFS
3491
Miller Financial Services
Michigan
$878K -$16.7K -23 -2%
CWR
3492
Chico Wealth RIA
California
$878K – – –
PCMN
3493
Paradigm Capital Management (Nevada)
Nevada
$878K -$17.4K -24 -2%
I
3494
IMPACTfolio
Colorado
$878K – – –
WCM
3495
Wealthcare Capital Management
Virginia
$877K – – –
5SA
3496
5th Street Advisors
Connecticut
$875K – – –
RWM
3497
Rench Wealth Management
Texas
$875K +$12.3K +17 +1%
PFA
3498
Perryman Financial Advisory
Texas
$875K -$20.3K -28 -2%
IAP
3499
Indie Asset Partners
Indiana
$875K – – –
AFA
3500
Avant Financial Advisors
Texas
$874K – – –
138 139
140
141 142