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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
3701
Integrated Investment Consultants
Michigan
$666K -$353K -522 -35%
MA
3702
MJP Associates
Connecticut
$666K +$16.2K +24 +3%
IAG
3703
Ipsen Advisor Group
Arkansas
$664K -$243K -360 -27%
CFGF
3704
Compass Financial Group (Florida)
Florida
$664K -$32.4K -48 -5%
4WM
3705
44 Wealth Management
Oregon
$662K +$210K +311 +47%
CP
3706
Creekside Partners
California
$661K +$676 +1 +0.1%
MC
3707
Matisse Capital
Oregon
$659K +$676 +1 +0.1%
CCM
3708
Check Capital Management
California
$658K – – –
CB
3709
Chris Bulman
California
$658K +$3.38K +5 +0.5%
VCM
3710
Verde Capital Management
Michigan
$657K +$233K +344 +56%
APW
3711
Alliance Private Wealth
Massachusetts
$656K +$643K +951 New
E
3712
EntreWealth
Texas
$655K +$98K +145 +18%
HBWM
3713
Hollow Brook Wealth Management
New York
$652K -$23.7K -35 -4%
DSAM
3714
Dock Street Asset Management
Florida
$651K -$147K -217 -19%
RCI
3715
RS Crum Inc
California
$650K +$676 +1 +0.1%
RCA
3716
Riverview Capital Advisers
Massachusetts
$649K +$46K +68 +8%
SFAM
3717
Sawyer Falduto Asset Management
Illinois
$648K +$642K +950 New
AFIA
3718
America First Investment Advisors
Nebraska
$648K +$1.35K +2 +0.2%
GCA
3719
Gradient Capital Advisors
California
$647K -$10.1K -15 -2%
BTWM
3720
Baker Tilly Wealth Management
Wisconsin
$647K +$13.5K +20 +2%
BW
3721
BostonPremier Wealth
Massachusetts
$647K -$676 -1 -0.1%
CFO
3722
CVA Family Office
Colorado
$644K +$29.7K +44 +5%
OCG
3723
Opus Capital Group
Ohio
$644K – – –
LGG
3724
Luts & Greenleigh Group
Maryland
$643K – – –
NPAN
3725
Northeast Planning Associates NH
New Hampshire
$642K – – –
147 148
149
150 151