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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIG
3776
Zullo Investment Group
Pennsylvania
$607K -$64.2K -95 -10%
AFW
3777
Atlantic Family Wealth
Florida
$603K -$72.3K -107 -11%
HI
3778
Harper Investing
California
$603K +$597K +884 New
MIP
3779
Marietta Investment Partners
Wisconsin
$601K -$676 -1 -0.1%
SFG
3780
SevenBridge Financial Group
Pennsylvania
$600K -$4.73K -7 -0.8%
LWA
3781
Lineweaver Wealth Advisors
Ohio
$600K +$595K +880 New
LAS
3782
Legacy Advisory Services
Pennsylvania
$600K -$40.6K -60 -6%
CRA
3783
Clear Retirement Advice
California
$600K +$591K +874 New
AG
3784
Advocate Group
Minnesota
$599K – – –
SWMG
3785
Stillwater Wealth Management Group
Florida
$599K +$2.03K +3 +0.3%
ANC
3786
Ames National Corp
Iowa
$599K – – –
SIS
3787
Strategic Investment Solutions
Illinois
$598K +$83.8K +124 +16%
DSC
3788
Daytona Street Capital
Missouri
$598K +$593K +877 New
CCM
3789
Cox Capital Management
Massachusetts
$597K -$3.38K -5 -0.6%
PWP
3790
Parkwoods Wealth Partners
New York
$597K +$64.2K +95 +12%
BWM
3791
Brown Wealth Management
Illinois
$595K +$16.9K +25 +3%
PIA
3792
Petredis Investment Advisors
Pennsylvania
$593K – – –
HCP
3793
Hamilton Capital Partners
Georgia
$592K – – –
EIA
3794
Eastover Investment Advisors
North Carolina
$592K -$1.35K -2 -0.2%
RF
3795
Roxbury Financial
New Jersey
$591K +$1.35K +2 +0.2%
AIS
3796
American Investment Services
Massachusetts
$591K -$21.6K -32 -4%
DWA
3797
Delap Wealth Advisory
Oregon
$589K – – –
PWMG
3798
Private Wealth Management Group
New Jersey
$587K +$410K +607 +239%
FF
3799
Finley Financial
Nevada
$587K -$14.9K -22 -2%
KIM
3800
Kestra Investment Management
Texas
$587K +$241K +357 +71%
150 151
152
153 154