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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
3651
Kestra Investment Management
Texas
$722K -$638K -880 -48%
HPWM
3652
High Point Wealth Management
New Jersey
$721K +$7.97K +11 +1%
CCM
3653
Check Capital Management
California
$721K – – –
BCFS
3654
Butensky & Cohen Financial Security
Florida
$720K -$20.3K -28 -3%
CB
3655
Chris Bulman
California
$720K +$6.53K +9 +0.9%
FA
3656
FF Advisors
California
$719K +$18.1K +25 +3%
BFP
3657
Briaud Financial Planning
Texas
$718K -$442K -610 -39%
BFG
3658
Birch Financial Group
New Hampshire
$718K -$86.3K -119 -11%
MA
3659
Maxele Advisors
Missouri
$718K +$697K +961 New
KFSC
3660
Keystone Financial Services (Colorado)
Colorado
$717K -$203K -280 -23%
JSA
3661
Jacobson & Schmitt Advisors
Wisconsin
$715K +$72.5K +100 +12%
BW
3662
BostonPremier Wealth
Massachusetts
$715K +$1.45K +2 +0.2%
RFN
3663
Redwood Financial Network
Ohio
$711K -$1.45K -2 -0.2%
APW
3664
Alliance Private Wealth
Massachusetts
$710K – – –
SFG
3665
SageGuard Financial Group
Tennessee
$708K -$256K -353 -27%
LGG
3666
Luts & Greenleigh Group
Maryland
$708K +$2.9K +4 +0.4%
AIA
3667
Arbor Investment Advisors
North Carolina
$708K -$516K -712 -43%
HA
3668
Huntleigh Advisors
Missouri
$702K +$21.8K +30 +3%
SFAM
3669
Sawyer Falduto Asset Management
Illinois
$700K -$7.97K -11 -1%
PSP
3670
Pacific Sage Partners
Washington
$700K -$4.35K -6 -0.6%
PBK
3671
Peoples Bank (Kansas)
Kansas
$699K -$145K -200 -18%
QHA
3672
Quarry Hill Advisors
Minnesota
$699K – – –
MWM
3673
Meadowbrook Wealth Management
New York
$699K – – –
VF
3674
Vista Finance
Missouri
$699K +$281K +387 +71%
BCA
3675
Bay Capital Advisors
Virginia
$698K – – –
145 146
147
148 149