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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
3501
Gordian Advisors
Arizona
$871K +$725 +1 +0.1%
LF
3502
Lee Financial
Texas
$870K -$39.9K -55 -5%
FWMP
3503
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$868K – – –
STA
3504
Shade Tree Advisors
New York
$868K +$61.6K +85 +8%
KCIC
3505
Kuhn & Co Investment Counsel
Illinois
$868K +$725 +1 +0.1%
NWM
3506
Northcape Wealth Management
New York
$867K -$19.6K -27 -2%
NRW
3507
Nova R Wealth
Kansas
$867K -$2.9K -4 -0.3%
CVM
3508
Cheviot Value Management
California
$864K -$394K -543 -32%
ACG
3509
Allen Capital Group
Nebraska
$863K +$266K +367 +47%
CFO
3510
CVA Family Office
Colorado
$862K +$113K +156 +16%
BLC
3511
Blue Line Capital
Illinois
$862K +$5.8K +8 +0.7%
PIA
3512
Polaris Investment Advisors
Massachusetts
$861K -$111K -153 -12%
ELM
3513
Elite Life Management
Florida
$859K +$2.9K +4 +0.4%
HHGA
3514
Halbert Hargrove Global Advisors
California
$858K +$165K +228 +25%
ACM
3515
Ardent Capital Management
Ohio
$856K – – –
HI
3516
Harper Investing
California
$853K +$21K +29 +3%
SL
3517
SWMG LLC
Texas
$853K +$3.63K +5 +0.4%
PFS
3518
Paller Financial Services
Colorado
$853K -$5.08K -7 -0.6%
QWM
3519
Quaker Wealth Management
New Jersey
$852K -$20.3K -28 -2%
HKAM
3520
Horizon Kinetics Asset Management
New York
$852K -$74.7K -103 -8%
KWIA
3521
Kinetic Wealth Investment Advisors
Ohio
$852K +$827K +1,141 New
VIPI
3522
Vista Investment Partners II
Indiana
$852K -$16.7K -23 -2%
OCWP
3523
Owl Creek Wealth Partners
Colorado
$851K +$2.17K +3 +0.3%
FGC
3524
First Growth Capital
Maryland
$851K – – –
JMFC
3525
J.M. Forbes & Co
Massachusetts
$850K – – –
139 140
141
142 143