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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SGI
3476
Summit Global Investments
Utah
$568K +$8.57K +15 +2%
PIFP
3477
Partners in Financial Planning
Virginia
$568K +$1.14K +2 +0.2%
PAM
3478
Pacific Asset Management
Washington
$566K +$572 +1 +0.1%
SCM
3479
Sunbeam Capital Management
Georgia
$564K +$17.1K +30 +3%
RIA
3480
RPG Investment Advisory
California
$564K -$523K -915 -50%
WA
3481
WP Advisors
California
$563K +$1.72K +3 +0.3%
ARA
3482
Alexander Randolph Advisory
Virginia
$560K +$154K +270 +42%
WFS
3483
WealthGarden F.S.
California
$560K +$81.2K +142 +19%
CB
3484
Chris Bulman
California
$559K -$4K -7 -0.8%
PH
3485
Pinnacle Holdings
Oklahoma
$559K +$517K +904 New
SWM
3486
StoneCrest Wealth Management
Arizona
$559K -$46.3K -81 -8%
BFA
3487
Bluestem Financial Advisors
Illinois
$559K – – –
LWM
3488
Lodestone Wealth Management
Washington
$556K +$20K +35 +4%
WIP
3489
WealthCare Investment Partners
Rhode Island
$556K +$18.3K +32 +4%
MAC
3490
Mason & Associates (California)
California
$556K +$4K +7 +0.8%
SCA
3491
Strathmore Capital Advisors
North Carolina
$555K +$509K +890 New
AIS
3492
American Investment Services
Massachusetts
$555K -$15.6M -27,328 -97%
MSWM
3493
McGlone Suttner Wealth Management
Wisconsin
$553K -$16.6K -29 -3%
QIM
3494
Quest Investment Management
Oregon
$553K +$131K +229 +34%
PPWP
3495
Premier Path Wealth Partners
New Jersey
$553K +$4.57K +8 +0.9%
I
3496
InvesTrust
Oklahoma
$552K – – –
EW
3497
Enzi Wealth
Texas
$552K -$572 -1 -0.1%
CL
3498
CLG LLC
California
$552K +$5.72K +10 +1%
AC
3499
Asio Capital
Kentucky
$549K +$142K +248 +39%
SFS
3500
Sharp Financial Services
Pennsylvania
$549K -$20.2M -35,401 -98%
138 139
140
141 142