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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PSF
3501
Pacific Sun Financial
California
$548K +$1.14K +2 +0.2%
VCM
3502
Vision Capital Management
Oregon
$547K +$65.7K +115 +15%
PPA
3503
Painted Porch Advisors
California
$547K -$26.9K -47 -5%
AG
3504
Advocate Group
Minnesota
$543K – – –
FLA
3505
Financial Life Advisors
Texas
$542K -$2.86K -5 -0.6%
ANC
3506
Ames National Corp
Iowa
$542K – – –
PIA
3507
Petredis Investment Advisors
Pennsylvania
$540K – – –
WH
3508
Whitcomb & Hess
Ohio
$539K – – –
AWMG
3509
Alliance Wealth Management Group
New Jersey
$539K – – –
HA
3510
Huntleigh Advisors
Missouri
$538K -$155K -272 -24%
GCM
3511
Goldstream Capital Management
Hong Kong
$538K -$20.6K -36 -4%
KFG
3512
Kelly Financial Group
Connecticut
$538K +$4.57K +8 +0.9%
CCMI
3513
Creative Capital Management Investments
California
$538K +$30.9K +54 +7%
CCM
3514
Compass Capital Management
Minnesota
$538K +$122K +214 +33%
BFM
3515
Boothbay Fund Management
New York
$536K -$35.1M -61,317 -99%
HCP
3516
Hamilton Capital Partners
Georgia
$536K – – –
BFP
3517
Briaud Financial Planning
Texas
$535K +$144K +252 +41%
RFN
3518
Redwood Financial Network
Ohio
$535K +$10.9K +19 +2%
RF
3519
Roxbury Financial
New Jersey
$533K -$54.9K -96 -10%
OBWP
3520
O'Brien Wealth Partners
Massachusetts
$533K -$3.43K -6 -0.7%
LL
3521
LPWM LLC
Minnesota
$533K – – –
BWM
3522
Brown Wealth Management
Illinois
$532K +$17.7K +31 +4%
SWM
3523
SilverOak Wealth Management
Minnesota
$531K +$53.7K +94 +12%
CCM
3524
Cox Capital Management
Massachusetts
$530K -$70.9K -124 -13%
CFG
3525
Cambridge Financial Group
Ohio
$528K -$31.4K -55 -6%
139 140
141
142 143