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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BIS
3676
BG Investment Services
Guam
$698K -$76.1K -105 -10%
IIC
3677
Integrated Investment Consultants
Michigan
$698K -$76.9K -106 -10%
FA
3678
FC Advisory
Pennsylvania
$696K +$1.45K +2 +0.2%
CFGF
3679
Compass Financial Group (Florida)
Florida
$694K -$31.2K -43 -4%
FC
3680
Fulcrum Capital
Washington
$694K – – –
WFA
3681
WestHill Financial Advisors
California
$694K +$112K +155 +20%
GPW
3682
Gentry Private Wealth
Kansas
$694K +$254K +351 +61%
UIM
3683
Unified Investment Management
Georgia
$694K – – –
TFP
3684
Tilia Fiduciary Partners
North Carolina
$693K +$7.97K +11 +1%
EFG
3685
Everest Financial Group
Minnesota
$693K -$7.97K -11 -1%
FF
3686
Fortitude Financial
Washington
$692K -$81.2M -111,934 -99%
AL
3687
ADE LLC
Maryland
$692K – – –
BSCCG
3688
Blue Sky Capital Consultants Group
California
$689K -$223K -307 -25%
WBWA
3689
William B. Walkup & Associates
South Carolina
$689K +$466K +643 +230%
CHWM
3690
Cauble & Harre Wealth Management
Missouri
$689K – – –
CIAS
3691
CBIZ Investment Advisory Services
Ohio
$687K – – –
PMAM
3692
Picton Mahoney Asset Management
Ontario, Canada
$687K -$145K -200 -18%
BOSSRA
3693
B.O.S.S. Retirement Advisors
Utah
$687K -$125K -172 -16%
HHWM
3694
Hiley Hunt Wealth Management
Nebraska
$685K -$39.1K -54 -6%
AC
3695
Anson Capital
Georgia
$685K +$1.45K +2 +0.2%
WAS
3696
WESPAC Advisors SoCal
California
$684K -$1.45K -2 -0.2%
NWM
3697
Navigate Wealth Management
Alabama
$682K – – –
TPW
3698
Turn8 Private Wealth
$682K -$549K -757 -45%
VFIC
3699
Valley Forge Investment Consultants
Pennsylvania
$682K +$725 +1 +0.1%
DFP
3700
Donalies Financial Planning
District of Columbia
$681K – – –
146 147
148
149 150