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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FBT
3626
First Bank & Trust
South Dakota
$231K – – –
TIM
3627
Thompson Investment Management
Wisconsin
$231K – – –
MPAM
3628
Murphy Pohlad Asset Management
Minnesota
$231K -$11.1K -20 -5%
KWAG
3629
Kiely Wealth Advisory Group
North Carolina
$230K – – –
TSS
3630
Thomas Story & Son
Indiana
$230K – – –
GJCM
3631
Grand Jean Capital Management
California
$230K – – –
JSA
3632
Jacobson & Schmitt Advisors
Wisconsin
$230K – – –
BA
3633
Ballew Advisors
Mississippi
$229K – – –
MWP
3634
Moller Wealth Partners
$229K – – –
CC
3635
Commons Capital
Massachusetts
$228K +$220K +398 New
MIA
3636
MainStreet Investment Advisors
Illinois
$228K -$152K -275 -41%
MPW
3637
Melone Private Wealth
Michigan
$228K +$1.11K +2 +0.5%
CWM
3638
Cadence Wealth Management
Massachusetts
$227K +$14.4K +26 +7%
KV
3639
Kickstand Ventures
New York
$225K -$11.1K -20 -5%
AWM
3640
Aviso Wealth Management
Washington
$225K -$222K -401 -51%
LEFP
3641
Leading Edge Financial Planning
Tennessee
$224K +$11.1K +20 +5%
BC
3642
Bowman & Company
Wisconsin
$224K +$553 +1 +0.3%
RK
3643
Rather & Kittrell
Tennessee
$224K – – –
TJHA
3644
Thomas J. Herzfeld Advisors
Florida
$224K – – –
WRM
3645
Weybosset Research & Management
Rhode Island
$223K +$215K +388 New
BSTWA
3646
Blake Schutter Theil Wealth Advisors
Ohio
$223K +$215K +388 New
FPTW
3647
Franklin, Parlapiano, Turner & Welch
Texas
$222K +$214K +387 New
NWA
3648
New World Advisors
Massachusetts
$221K +$213K +386 New
RA
3649
RiverTree Advisors
Florida
$218K -$242K -437 -53%
CWM
3650
CarsonAllaria Wealth Management
Illinois
$216K -$201K -364 -49%
144 145
146
147 148