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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
3601
RDA Financial Network
Iowa
$778K +$3.63K +5 +0.5%
SCM
3602
Sidoxia Capital Management
California
$777K – – –
SFA
3603
Seneca Financial Advisors
New York
$776K -$15.2K -21 -2%
EA
3604
Ellsworth Advisors
Ohio
$776K -$34.8K -48 -4%
KWM
3605
KFG Wealth Management
Indiana
$775K -$27.6K -38 -4%
SWM
3606
SilverOak Wealth Management
Minnesota
$774K +$1.45K +2 +0.2%
JE
3607
JMAC Enterprises
Pennsylvania
$769K +$1.45K +2 +0.2%
SPW
3608
Stillwater Private Wealth
Pennsylvania
$765K +$111K +153 +18%
SMCM
3609
Sky-Mountain Capital Management
Idaho
$765K +$25.4K +35 +4%
XC
3610
XY Capital
Hong Kong
$765K +$742K +1,024 New
BWM
3611
BKM Wealth Management
Wisconsin
$764K -$276K -381 -27%
SF
3612
Succession Financial
Texas
$763K +$741K +1,022 New
BOC
3613
Bull Oak Capital
California
$762K -$3.63K -5 -0.5%
DCA
3614
DSG Capital Advisors
Minnesota
$760K -$1.45K -2 -0.2%
SPW
3615
Signet Private Wealth
Illinois
$760K – – –
BIG
3616
Boothe Investment Group
Delaware
$755K -$117K -162 -14%
WCM
3617
Windward Capital Management
California
$753K +$732K +1,009 New
WH
3618
Whitcomb & Hess
Ohio
$753K -$1.45K -2 -0.2%
SWM
3619
Sherman Wealth Management
Maryland
$750K +$2.17K +3 +0.3%
AIM
3620
Athena Investment Management
California
$750K – – –
RCG
3621
Regatta Capital Group
California
$750K +$37K +51 +5%
ZIG
3622
Zullo Investment Group
Pennsylvania
$750K -$4.35K -6 -0.6%
SA
3623
Stewardship Advisors
Pennsylvania
$750K +$7.25K +10 +1%
SIA
3624
Serenity Investment Advisors
Illinois
$750K -$3.63K -5 -0.5%
FNFDCM
3625
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$749K – – –
143 144
145
146 147