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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
3551
Integrity Investment Advisors
Colorado
$510K +$472K +825 New
JCFM
3552
JBR Co Financial Management
Oklahoma
$508K -$27.4K -48 -6%
VPF
3553
Vantage Point Financial
Illinois
$508K -$5.14K -9 -1%
KWM
3554
Kingsman Wealth Management
Florida
$506K -$9.15K -16 -2%
PP
3555
Pacifica Partners
Canada
$504K +$67.5K +118 +17%
JMFC
3556
J.M. Forbes & Co
Massachusetts
$504K – – –
GI
3557
Gradient Investments
Minnesota
$503K -$65.7K -115 -12%
MHIC
3558
Marble Harbor Investment Counsel
Massachusetts
$503K +$572 +1 +0.1%
RS
3559
Rakuten Securities
Japan
$500K -$130K -227 -22%
BSWM
3560
Boston Standard Wealth Management
Massachusetts
$500K +$60.6K +106 +15%
AIM
3561
Arcadia Investment Management
Michigan
$500K -$1.14K -2 -0.2%
MSWM
3562
Mowery & Schoenfeld Wealth Management
Illinois
$497K – – –
HA
3563
HC Advisors
Georgia
$497K – – –
PAW
3564
Plan A Wealth
Nebraska
$497K +$174K +304 +61%
E
3565
EntreWealth
Texas
$497K – – –
AGM
3566
Alpine Global Management
New York
$496K -$4.31M -7,541 -90%
ANHIM
3567
Alan N. Hoffman Investment Management
Massachusetts
$495K -$36.6K -64 -7%
FF
3568
Farrow Financial
Vermont
$494K – – –
TWA
3569
Trace Wealth Advisors
California
$494K – – –
BG
3570
Bollard Group
Massachusetts
$494K – – –
AHC
3571
Adell Harriman & Carpenter
Texas
$493K -$5.72K -10 -1%
GCP
3572
Gill Capital Partners
Colorado
$492K +$65.7K +115 +17%
TWP
3573
Triad Wealth Partners
Kansas
$492K +$178K +312 +64%
KOMWMG
3574
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$491K +$185K +324 +69%
EWA
3575
Emergent Wealth Advisors
New York
$490K – – –
141 142
143
144 145