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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
3476
Ballast Inc
Kentucky
$860K +$2.7K +4 +0.3%
WFS
3477
Weitzel Financial Services
Iowa
$860K +$48.7K +72 +6%
SCM
3478
Stonehearth Capital Management
Massachusetts
$859K – – –
SRL
3479
Scientech Research LLC
New Jersey
$858K +$290K +429 +52%
MCM
3480
Monarch Capital Management
Indiana
$856K – – –
IAP
3481
Indie Asset Partners
Indiana
$856K – – –
AA
3482
Aufman Associates
Pennsylvania
$856K -$13.5K -20 -2%
LF
3483
Lee Financial
Texas
$855K -$160K -237 -16%
UWS
3484
Unique Wealth Strategies
Illinois
$855K +$68.9K +102 +9%
GSEP
3485
Golden State Equity Partners
California
$855K +$40.6K +60 +5%
NPPM
3486
North Point Portfolio Managers
Ohio
$854K +$8.11K +12 +1%
FDW
3487
Fourth Dimension Wealth
Ohio
$852K +$734K +1,086 +666%
FWM
3488
Focused Wealth Management
New York
$848K -$1.6M -2,365 -66%
AWC
3489
Adamsbrown Wealth Consultants
Kansas
$847K +$429K +635 +105%
WAM
3490
Walker Asset Management
Missouri
$847K -$13.5K -20 -2%
HP
3491
HT Partners
Connecticut
$846K – – –
SGI
3492
Summit Global Investments
Utah
$845K -$27.7K -41 -3%
APM
3493
a16z Perennial Management
California
$845K – – –
ATIA
3494
American Trust Investment Advisors
New Hampshire
$844K -$20.3K -30 -2%
CA
3495
CWC Advisors
Oregon
$843K +$444K +657 +113%
MCA
3496
Millennium Capital Advisors
Arkansas
$842K – – –
SFG
3497
Strive Financial Group
Indiana
$842K +$834K +1,234 New
PWG
3498
Portside Wealth Group
Utah
$841K +$834K +1,234 New
SIA
3499
Stegner Investment Associates
Kentucky
$841K -$26.4K -39 -3%
TFP
3500
Triune Financial Partners
Kansas
$840K +$4.73K +7 +0.6%
138 139
140
141 142