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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
3501
CLG LLC
California
$552K +$5.72K +10 +1%
AC
3502
Asio Capital
Kentucky
$549K +$142K +248 +39%
SFS
3503
Sharp Financial Services
Pennsylvania
$549K -$20.2M -35,401 -98%
PSF
3504
Pacific Sun Financial
California
$548K +$1.14K +2 +0.2%
VCM
3505
Vision Capital Management
Oregon
$547K +$65.7K +115 +15%
PPA
3506
Painted Porch Advisors
California
$547K -$26.9K -47 -5%
AG
3507
Advocate Group
Minnesota
$543K – – –
FLA
3508
Financial Life Advisors
Texas
$542K -$2.86K -5 -0.6%
ANC
3509
Ames National Corp
Iowa
$542K – – –
PIA
3510
Petredis Investment Advisors
Pennsylvania
$540K – – –
WH
3511
Whitcomb & Hess
Ohio
$539K – – –
AWMG
3512
Alliance Wealth Management Group
New Jersey
$539K – – –
HA
3513
Huntleigh Advisors
Missouri
$538K -$155K -272 -24%
GCM
3514
Goldstream Capital Management
Hong Kong
$538K -$20.6K -36 -4%
KFG
3515
Kelly Financial Group
Connecticut
$538K +$4.57K +8 +0.9%
CCMI
3516
Creative Capital Management Investments
California
$538K +$30.9K +54 +7%
CCM
3517
Compass Capital Management
Minnesota
$538K +$122K +214 +33%
BFM
3518
Boothbay Fund Management
New York
$536K -$35.1M -61,317 -99%
HCP
3519
Hamilton Capital Partners
Georgia
$536K – – –
BFP
3520
Briaud Financial Planning
Texas
$535K +$144K +252 +41%
RFN
3521
Redwood Financial Network
Ohio
$535K +$10.9K +19 +2%
RF
3522
Roxbury Financial
New Jersey
$533K -$54.9K -96 -10%
OBWP
3523
O'Brien Wealth Partners
Massachusetts
$533K -$3.43K -6 -0.7%
LL
3524
LPWM LLC
Minnesota
$533K – – –
BWM
3525
Brown Wealth Management
Illinois
$532K +$17.7K +31 +4%
139 140
141
142 143