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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
3501
Anatole Investment Management
Hong Kong
$507K +$533K +906 New
ZIG
3502
Zullo Investment Group
Pennsylvania
$506K -$11.8K -20 -2%
WFS
3503
Weitzel Financial Services
Iowa
$506K +$26.4K +45 +5%
BW
3504
BostonPremier Wealth
Massachusetts
$506K -$142K -241 -21%
BFA
3505
Bluestem Financial Advisors
Illinois
$506K – – –
TC
3506
Trust Company
Kansas
$505K -$2.94K -5 -0.6%
SGI
3507
Summit Global Investments
Utah
$505K +$111K +188 +26%
TFP
3508
Triune Financial Partners
Kansas
$503K +$1.76K +3 +0.3%
GCA
3509
Greenwood Capital Associates
South Carolina
$501K -$28.8K -49 -5%
HA
3510
Herold Advisors
New York
$501K +$588 +1 +0.1%
I
3511
InvesTrust
Oklahoma
$500K – – –
MAC
3512
Mason & Associates (California)
California
$499K +$4.11K +7 +0.8%
GPWM
3513
Grant Private Wealth Management
California
$498K – – –
CLA
3514
Carnegie Lake Advisors
New Jersey
$497K – – –
RW
3515
RVW Wealth
California
$496K +$172K +292 +49%
PPWP
3516
Premier Path Wealth Partners
New Jersey
$496K -$32.9K -56 -6%
PSF
3517
Pacific Sun Financial
California
$495K – – –
SCM
3518
Sunbeam Capital Management
Georgia
$494K -$78.2K -133 -13%
BWM
3519
Boyd Wealth Management
California
$494K – – –
UB
3520
Umpqua Bank
Oregon
$494K – – –
FLA
3521
Financial Life Advisors
Texas
$494K +$111K +189 +27%
CL
3522
CLG LLC
California
$494K +$1.18K +2 +0.2%
BBW
3523
Blue Barn Wealth
Utah
$493K -$877K -1,492 -63%
BBL
3524
Beck Bode LLC
Massachusetts
$493K -$116K -197 -18%
AG
3525
Advocate Group
Minnesota
$492K – – –
139 140
141
142 143