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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
JSA
3476
Jacobson & Schmitt Advisors
Wisconsin
$589K +$310K +484 +121%
RCA
3477
Riverview Capital Advisers
Massachusetts
$589K -$144K -224 -20%
FF
3478
Finley Financial
Nevada
$588K -$601K -937 -51%
MIP
3479
Marietta Investment Partners
Wisconsin
$588K +$25K +39 +5%
SWM
3480
StoneCrest Wealth Management
Arizona
$587K -$14.7K -23 -3%
AG
3481
Advocate Group
Minnesota
$586K – – –
BBW
3482
Blue Barn Wealth
Utah
$585K -$929K -1,449 -62%
ANC
3483
Ames National Corp
Iowa
$585K – – –
SWMG
3484
Stillwater Wealth Management Group
Florida
$583K +$561K +875 New
WIP
3485
WealthCare Investment Partners
Rhode Island
$583K -$12.2K -19 -2%
WA
3486
WP Advisors
California
$582K -$25K -39 -4%
AR
3487
Advisory Research
Illinois
$582K +$266K +415 +91%
EW
3488
Enzi Wealth
Texas
$582K -$3.21K -5 -0.6%
FI
3489
FWG Investments
Kentucky
$581K +$50.6K +79 +10%
KFG
3490
Kelly Financial Group
Connecticut
$580K – – –
PIA
3491
Petredis Investment Advisors
Pennsylvania
$580K -$2.56K -4 -0.5%
AIM
3492
Arcadia Investment Management
Michigan
$580K +$39.1K +61 +8%
EIA
3493
Eastover Investment Advisors
North Carolina
$579K -$64.1K -100 -10%
HCP
3494
Hamilton Capital Partners
Georgia
$578K – – –
DWA
3495
Delap Wealth Advisory
Oregon
$578K -$403K -628 -42%
GCM
3496
Goldstream Capital Management
Hong Kong
$577K – – –
CCM
3497
Cox Capital Management
Massachusetts
$577K +$5.13K +8 +0.9%
RF
3498
Roxbury Financial
New Jersey
$576K +$1.92K +3 +0.3%
FLA
3499
Financial Life Advisors
Texas
$576K -$8.97K -14 -2%
AWMS
3500
Advocacy Wealth Management Services
Georgia
$576K +$7.69K +12 +1%
138 139
140
141 142