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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3576
Ariadne Wealth Management
California
$773K -$135K -200 -15%
FA
3577
Fermata Advisors
California
$771K +$31.1K +46 +4%
KIG
3578
Kennedy Investment Group
New Jersey
$770K +$81.1K +120 +12%
SNB
3579
Security National Bank
Nebraska
$770K +$57.5K +85 +8%
PM
3580
Phraction Management
Connecticut
$769K -$132K -196 -15%
BBA
3581
Braun-Bostich & Associates
Pennsylvania
$769K +$12.2K +18 +2%
VPW
3582
Variant Private Wealth
Virginia
$769K +$19.6K +29 +3%
AIA
3583
Accelerate Investment Advisors
California
$767K +$10.8K +16 +1%
SWK
3584
Stephen W. Kidder
$767K -$270K -400 -26%
MW
3585
Mueller Wealth
Wisconsin
$767K +$760K +1,125 New
BWIA
3586
Bryant Woods Investment Advisors
New York
$766K – – –
ELM
3587
Elite Life Management
Florida
$766K +$6.08K +9 +0.8%
KWM
3588
KFG Wealth Management
Indiana
$766K -$15.5K -23 -2%
EA
3589
Ellsworth Advisors
Ohio
$763K -$96K -142 -11%
DF
3590
Dedeker Financial
Minnesota
$763K +$755K +1,117 New
EF
3591
Exeter Financial
Arizona
$762K – – –
FF
3592
Financial Futures
New Jersey
$762K -$4.73K -7 -0.6%
MCM
3593
Mainstay Capital Management
Michigan
$761K +$376K +556 +99%
BHA
3594
Beech Hill Advisors
New York
$760K +$401K +593 +114%
AIC
3595
Allodium Investment Consultants
Minnesota
$759K – – –
AFA
3596
Avant Financial Advisors
Texas
$759K – – –
MAM
3597
Marotta Asset Management
Virginia
$759K -$7.43K -11 -1%
HWA
3598
HighRoad Wealth Advisors
Oregon
$758K +$751K +1,111 New
BST
3599
Bath Savings Trust
Maine
$758K -$12.2K -18 -2%
IWB
3600
Innovative Wealth Building
Maryland
$757K +$676 +1 +0.1%
142 143
144
145 146