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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
3476
CapitalatWork SA
$249K – – –
FM
3477
Foster & Motley
Ohio
$249K +$233K +523 New
FFWM
3478
Future Financial Wealth Management
Ohio
$249K +$233K +523 New
OFA
3479
Oak Family Advisors
Illinois
$248K -$53.9K -121 -19%
KC
3480
Kingfisher Capital
North Carolina
$247K +$445 +1 +0.2%
EFP
3481
EnRich Financial Partners
Wisconsin
$247K +$231K +519 New
IF
3482
Insight Folios
North Carolina
$247K – – –
TBC
3483
Ted Buchan & Co
California
$245K – – –
FFO
3484
Fortitude Family Office
Arizona
$245K +$229K +515 New
CG
3485
Clifford Group
Massachusetts
$244K -$3.56K -8 -2%
TCOK
3486
Trust Company of Kansas
Kansas
$243K – – –
LFA
3487
Level Financial Advisors
New York
$243K – – –
VW
3488
Vantage Wealth
California
$242K – – –
SW
3489
Schulz Wealth
Texas
$242K +$227K +510 New
MPCG
3490
Matrix Private Capital Group
New York
$242K -$1.17M -2,629 -84%
HIF
3491
Hill Island Financial
Michigan
$242K -$63.7K -143 -22%
IIM
3492
Ironwood Investment Management
Massachusetts
$241K – – –
QFA
3493
Quattro Financial Advisors
Texas
$240K -$1.12M -2,516 -84%
HB
3494
Horizon Bancorp
Indiana
$240K – – –
RCM
3495
Richardson Capital Management
Wisconsin
$238K +$223K +501 New
WAG
3496
Windsor Advisory Group
Ohio
$238K +$891 +2 +0.4%
HA
3497
Harfst & Associates
Wyoming
$238K – – –
BPCA
3498
Bank Pictet & Cie (Asia)
Singapore
$238K +$223K +500 New
FTIS
3499
First Trust Investment Solutions
Florida
$238K +$223K +500 New
BHWM
3500
Bay Harbor Wealth Management
Maryland
$237K – – –
138 139
140
141 142