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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
ATI
3851
ARK & TLK Investments
Oklahoma
$576K – – –
VAG
3852
Vannoy Advisory Group
Texas
$576K – – –
LB
3853
Legacy Bridge
Iowa
$575K +$33.4K +46 +6%
OCG
3854
Opus Capital Group
Ohio
$575K -$112K -155 -17%
WA
3855
WESPAC Advisors
California
$573K -$257K -354 -32%
CPC
3856
Congress Park Capital
New York
$572K -$247K -340 -31%
MWM
3857
Mittelman Wealth Management
Massachusetts
$571K +$65.3K +90 +13%
FFO
3858
Fortitude Family Office
Arizona
$571K +$725 +1 +0.1%
ACM
3859
Altrius Capital Management
North Carolina
$569K -$121K -167 -18%
MHIC
3860
Marble Harbor Investment Counsel
Massachusetts
$566K – – –
FF
3861
Farrow Financial
Vermont
$565K -$26.1K -36 -5%
DAM
3862
Directional Asset Management
Illinois
$564K -$52.9K -73 -9%
LWMI
3863
Legacy Wealth Management (Idaho)
Idaho
$564K +$173K +238 +46%
TWPM
3864
Total Wealth Planning & Management
Florida
$563K +$31.9K +44 +6%
NFTC
3865
North Forty Two & Co
Oregon
$562K -$6.53K -9 -1%
FNA
3866
First National Advisers
Nebraska
$562K – – –
EF
3867
Elite Financial
Idaho
$562K – – –
GCA
3868
Gradient Capital Advisors
California
$562K -$47.9K -66 -8%
GCM
3869
Gibraltar Capital Management
Oklahoma
$561K +$282K +389 +107%
TFA
3870
Teamwork Financial Advisors
Texas
$561K +$61.6K +85 +13%
RCM
3871
RMR Capital Management
California
$561K -$79K -109 -13%
AM
3872
Atwater Malick
Pennsylvania
$561K – – –
MCM
3873
Mill Capital Management
North Carolina
$561K – – –
SWM
3874
StoneCrest Wealth Management
Arizona
$560K -$47.9K -66 -8%
SIC
3875
SFE Investment Counsel
California
$560K – – –
153 154
155
156 157