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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SM
3801
Sweeney & Michel
California
$371K +$24.4K +38 +7%
HIF
3802
Hill Island Financial
Michigan
$371K -$16.7K -26 -4%
KB
3803
Kimelman & Baird
New York
$371K – – –
TI
3804
tru Independence
Oregon
$371K +$18.6K +29 +6%
PCM
3805
Presidio Capital Management
California
$370K -$50.6K -79 -12%
ECA
3806
Elevated Capital Advisors
Utah
$369K -$178K -278 -33%
IWP
3807
IAG Wealth Partners
Wisconsin
$369K -$41.7K -65 -11%
CMA
3808
Cedar Mountain Advisors
Oregon
$369K +$9.62K +15 +3%
LA
3809
Lynch & Associates
Indiana
$368K -$124K -193 -26%
EWM
3810
Evolution Wealth Management
Florida
$368K -$549K -856 -61%
BWG
3811
Boomfish Wealth Group
Georgia
$367K -$37.2K -58 -10%
AA
3812
AF Advisors
California
$366K – – –
BC
3813
Brio Consultants
California
$366K +$25K +39 +8%
CSIA
3814
Conrad Siegel Investment Advisors
Pennsylvania
$363K – – –
CCMINC
3815
Cardinal Capital Management Inc (North Carolina)
North Carolina
$363K -$6.41K -10 -2%
CWM
3816
CarsonAllaria Wealth Management
Illinois
$362K +$64.1K +100 +23%
MPW
3817
Melone Private Wealth
Michigan
$362K +$641 +1 +0.2%
GJIA
3818
Glass Jacobson Investment Advisors
Maryland
$360K +$60.9K +95 +21%
HWA
3819
Hilltop Wealth Advisors
North Carolina
$360K -$4.49K -7 -1%
SCA
3820
Stillwater Capital Advisors
Pennsylvania
$358K +$641 +1 +0.2%
STAS
3821
Strong Tower Advisory Services
Minnesota
$358K -$71.2K -111 -17%
KFS
3822
Kurt F. Somerville
$357K +$29.5K +46 +9%
AWA
3823
Aquire Wealth Advisors
Utah
$356K – – –
PWC
3824
PYA Waltman Capital
Tennessee
$356K -$19.2K -30 -5%
DEM
3825
Disciplined Equity Management
Florida
$354K – – –
151 152
153
154 155