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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
3701
Oasis Advisors
Iowa
$603K +$631K +928 New
BCM
3702
Beck Capital Management
Texas
$603K -$74.1K -109 -11%
AL
3703
ADE LLC
Maryland
$602K – – –
OCG
3704
Opus Capital Group
Ohio
$601K -$13.6K -20 -2%
AG
3705
Advocate Group
Minnesota
$601K +$30.6K +45 +5%
PIFP
3706
Partners in Financial Planning
Virginia
$600K +$680 +1 +0.1%
FWA
3707
Fidelis Wealth Advisors
Colorado
$600K – – –
SCM
3708
Sunbeam Capital Management
Georgia
$599K +$4.08K +6 +0.7%
RFG
3709
RFP Financial Group
Georgia
$598K -$236K -347 -27%
VCM
3710
Verde Capital Management
Michigan
$598K -$29.9K -44 -5%
HHGA
3711
Halbert Hargrove Global Advisors
California
$598K -$78.9K -116 -11%
TFP
3712
Tilia Fiduciary Partners
North Carolina
$597K +$218K +320 +54%
WAS
3713
WESPAC Advisors SoCal
California
$597K +$624K +918 New
AC
3714
Anson Capital
Georgia
$595K +$15K +22 +2%
LW
3715
Lauer Wealth
Indiana
$594K -$21.8K -32 -4%
RA
3716
Ruggaard & Associates
Ohio
$593K -$54.4K -80 -8%
DFP
3717
Donalies Financial Planning
District of Columbia
$593K – – –
VFIC
3718
Valley Forge Investment Consultants
Pennsylvania
$593K -$339K -498 -35%
HA
3719
Huntleigh Advisors
Missouri
$592K +$36.7K +54 +6%
LL
3720
LPWM LLC
Minnesota
$592K +$39.4K +58 +7%
I
3721
InvesTrust
Oklahoma
$591K – – –
HFS
3722
Hoge Financial Services
Pennsylvania
$591K -$4.08K -6 -0.7%
DSC
3723
Daytona Street Capital
Missouri
$590K +$13.6K +20 +2%
TCMP
3724
Thrive Capital Management (Pennsylvania)
Pennsylvania
$590K -$62.5K -92 -9%
PPWP
3725
Premier Path Wealth Partners
New Jersey
$586K -$6.8K -10 -1%
147 148
149
150 151