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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
3501
Paller Financial Services
Colorado
$747K – – –
E
3502
EntreWealth
Texas
$747K +$136K +200 +21%
FGC
3503
First Growth Capital
Maryland
$746K – – –
PCM
3504
Palisade Capital Management
New Jersey
$746K – – –
BLC
3505
Blue Line Capital
Illinois
$745K -$110K -162 -12%
RIG
3506
Ramiah Investment Group
Wisconsin
$745K -$21.3M -31,333 -96%
ACM
3507
Ardent Capital Management
Ohio
$745K – – –
JMFC
3508
J.M. Forbes & Co
Massachusetts
$740K +$207K +304 +36%
AWM
3509
Ariadne Wealth Management
California
$740K – – –
LC
3510
Lincoln Capital
Nebraska
$740K – – –
OCWP
3511
Owl Creek Wealth Partners
Colorado
$740K +$773K +1,137 New
PBK
3512
Peoples Bank (Kansas)
Kansas
$739K -$23.8K -35 -3%
WMA
3513
Wealth Management Associates
New Jersey
$739K +$69.3K +102 +10%
DF
3514
Dedeker Financial
Minnesota
$738K +$11.6K +17 +2%
S4W
3515
Solutions 4 Wealth
Texas
$738K -$29.2K -43 -4%
IWA
3516
IVC Wealth Advisors
Pennsylvania
$738K – – –
TIAM2
3517
Tru Independence Asset Management 2
Oregon
$738K – – –
CAM
3518
Cidel Asset Management
Ontario, Canada
$737K +$322K +473 +72%
SIA
3519
Serenity Investment Advisors
Illinois
$737K -$885K -1,302 -57%
RF
3520
RetireMitten Financial
Michigan
$736K +$770K +1,132 New
VPW
3521
Variant Private Wealth
Virginia
$736K +$2.04K +3 +0.3%
SL
3522
SWMG LLC
Texas
$735K -$23.8K -35 -3%
RPGNY
3523
Retirement Planning Group (New York)
New York
$735K +$246K +362 +47%
SNB
3524
Security National Bank
Nebraska
$734K – – –
EWA
3525
Emergent Wealth Advisors
New York
$731K +$15.6K +23 +2%
139 140
141
142 143