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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
3701
Fulcrum Capital
Washington
$694K – – –
WFA
3702
WestHill Financial Advisors
California
$694K +$112K +155 +20%
GPW
3703
Gentry Private Wealth
Kansas
$694K +$254K +351 +61%
UIM
3704
Unified Investment Management
Georgia
$694K – – –
TFP
3705
Tilia Fiduciary Partners
North Carolina
$693K +$7.97K +11 +1%
EFG
3706
Everest Financial Group
Minnesota
$693K -$7.97K -11 -1%
FF
3707
Fortitude Financial
Washington
$692K -$81.2M -111,934 -99%
AL
3708
ADE LLC
Maryland
$692K – – –
BSCCG
3709
Blue Sky Capital Consultants Group
California
$689K -$223K -307 -25%
WBWA
3710
William B. Walkup & Associates
South Carolina
$689K +$466K +643 +230%
CHWM
3711
Cauble & Harre Wealth Management
Missouri
$689K – – –
CIAS
3712
CBIZ Investment Advisory Services
Ohio
$687K – – –
PMAM
3713
Picton Mahoney Asset Management
Ontario, Canada
$687K -$145K -200 -18%
BOSSRA
3714
B.O.S.S. Retirement Advisors
Utah
$687K -$125K -172 -16%
HHWM
3715
Hiley Hunt Wealth Management
Nebraska
$685K -$39.1K -54 -6%
AC
3716
Anson Capital
Georgia
$685K +$1.45K +2 +0.2%
WAS
3717
WESPAC Advisors SoCal
California
$684K -$1.45K -2 -0.2%
NWM
3718
Navigate Wealth Management
Alabama
$682K – – –
TPW
3719
Turn8 Private Wealth
$682K -$549K -757 -45%
VFIC
3720
Valley Forge Investment Consultants
Pennsylvania
$682K +$725 +1 +0.1%
DFP
3721
Donalies Financial Planning
District of Columbia
$681K – – –
RA
3722
Ruggaard & Associates
Ohio
$681K – – –
LL
3723
LPWM LLC
Minnesota
$681K +$1.45K +2 +0.2%
AFIA
3724
America First Investment Advisors
Nebraska
$678K -$31.9K -44 -5%
TCMP
3725
Thrive Capital Management (Pennsylvania)
Pennsylvania
$678K – – –
147 148
149
150 151