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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
3501
Bluestem Financial Advisors
Illinois
$506K – – –
TC
3502
Trust Company
Kansas
$505K -$2.94K -5 -0.6%
SGI
3503
Summit Global Investments
Utah
$505K +$111K +188 +26%
TFP
3504
Triune Financial Partners
Kansas
$503K +$1.76K +3 +0.3%
GCA
3505
Greenwood Capital Associates
South Carolina
$501K -$28.8K -49 -5%
HA
3506
Herold Advisors
New York
$501K +$588 +1 +0.1%
I
3507
InvesTrust
Oklahoma
$500K – – –
MAC
3508
Mason & Associates (California)
California
$499K +$4.11K +7 +0.8%
GPWM
3509
Grant Private Wealth Management
California
$498K – – –
CLA
3510
Carnegie Lake Advisors
New Jersey
$497K – – –
RW
3511
RVW Wealth
California
$496K +$172K +292 +49%
PPWP
3512
Premier Path Wealth Partners
New Jersey
$496K -$32.9K -56 -6%
PSF
3513
Pacific Sun Financial
California
$495K – – –
SCM
3514
Sunbeam Capital Management
Georgia
$494K -$78.2K -133 -13%
BWM
3515
Boyd Wealth Management
California
$494K – – –
UB
3516
Umpqua Bank
Oregon
$494K – – –
FLA
3517
Financial Life Advisors
Texas
$494K +$111K +189 +27%
CL
3518
CLG LLC
California
$494K +$1.18K +2 +0.2%
BBW
3519
Blue Barn Wealth
Utah
$493K -$877K -1,492 -63%
BBL
3520
Beck Bode LLC
Massachusetts
$493K -$116K -197 -18%
AG
3521
Advocate Group
Minnesota
$492K – – –
ANC
3522
Ames National Corp
Iowa
$491K – – –
TFF
3523
The Family Firm
Maryland
$490K +$1.18K +2 +0.2%
PIA
3524
Petredis Investment Advisors
Pennsylvania
$489K -$869K -1,479 -63%
WH
3525
Whitcomb & Hess
Ohio
$488K +$588 +1 +0.1%
139 140
141
142 143