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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
APSI
3526
Asset Planning Services Inc
Louisiana
$559K – – –
BIM
3527
Barton Investment Management
Pennsylvania
$559K – – –
FF
3528
Farnam Financial
Arizona
$559K +$538K +839 New
CWA
3529
CJM Wealth Advisers
Virginia
$558K – – –
ICMM
3530
Integrated Capital Management (Michigan)
Michigan
$558K +$238K +371 +84%
DWS
3531
Discipline Wealth Solutions
South Carolina
$557K +$537K +837 New
PSP
3532
Pacific Sage Partners
Washington
$555K – – –
KWM
3533
Kingsman Wealth Management
Florida
$552K +$5.77K +9 +1%
SRL
3534
Scientech Research LLC
New Jersey
$552K +$184K +287 +53%
GPWM
3535
Grant Private Wealth Management
California
$552K -$3.38M -5,277 -86%
SH
3536
SLT Holdings
Arizona
$552K +$89.1K +139 +20%
IIA
3537
Integrity Investment Advisors
Colorado
$550K +$641 +1 +0.1%
PWM
3538
Parkshore Wealth Management
California
$550K – – –
QL
3539
Quarry LP
New York
$549K -$4.09M -6,376 -89%
MWM
3540
Maltin Wealth Management
New Jersey
$549K -$5.77K -9 -1%
VPF
3541
Vantage Point Financial
Illinois
$548K +$641 +1 +0.1%
JCFM
3542
JBR Co Financial Management
Oklahoma
$548K – – –
FB
3543
Finward Bancorp
Indiana
$547K -$126K -197 -19%
NCM
3544
New Capital Management
Texas
$547K +$170K +265 +48%
CRI
3545
Colonial River Investments
Virginia
$546K -$8.33K -13 -2%
JMFC
3546
J.M. Forbes & Co
Massachusetts
$544K – – –
CIP
3547
Cornerstone Investment Partners
Georgia
$542K +$522K +814 New
RW
3548
RVW Wealth
California
$541K +$64.1K +100 +14%
BSWM
3549
Boston Standard Wealth Management
Massachusetts
$541K +$1.28K +2 +0.2%
RFN
3550
Redwood Financial Network
Ohio
$539K -$35.9K -56 -6%
140 141
142
143 144