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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BRIA
3951
Balanced Rock Investment Advisors
Massachusetts
$501K -$3.63K -5 -0.7%
SIM
3952
Synergy Investment Management
Florida
$501K -$17.4K -24 -3%
FPCG
3953
Forum Private Client Group
Indiana
$500K +$25.4K +35 +6%
FBC
3954
Fairfield, Bush & Co
Connecticut
$499K +$18.1K +25 +4%
TFA
3955
TPG Financial Advisors
Oregon
$499K -$48.6K -67 -9%
EC
3956
Eaton-Cambridge
Arizona
$499K – – –
ALC
3957
Alexander Labrunerie & Co
Missouri
$499K +$115K +158 +31%
AFS
3958
Anderson Financial Strategies
Ohio
$498K +$470K +648 New
AAA
3959
AG Asset Advisory
California
$497K -$27.6K -38 -5%
CIA
3960
Covington Investment Advisors
Pennsylvania
$497K -$102K -140 -17%
ARG
3961
Advisory Resource Group
Oklahoma
$497K +$149K +205 +45%
JWBC
3962
John W. Brooker & Co
California
$496K – – –
LFS
3963
Littlejohn Financial Services
Oregon
$495K – – –
GF
3964
Gimbal Financial
Indiana
$494K +$480K +662 New
CE
3965
Cornerstone Enterprises
Wisconsin
$493K – – –
GCA
3966
Gallagher Capital Advisors
Texas
$491K +$2.17K +3 +0.5%
KIC
3967
Kensington Investment Counsel
California
$490K -$369K -509 -44%
NWM
3968
Northwest Wealth Management
Iowa
$490K -$7.25K -10 -2%
PHWM
3969
Palatine Hill Wealth Management
Michigan
$488K +$152K +209 +47%
4WM
3970
49 Wealth Management
Texas
$487K -$814K -1,123 -63%
A
3971
Alongside
Texas
$487K +$473K +653 New
BWG
3972
Balanced Wealth Group
Ohio
$484K +$1.45K +2 +0.3%
GCWM
3973
Graham Capital Wealth Management
District of Columbia
$483K +$7.97K +11 +2%
CCMINC
3974
Cardinal Capital Management Inc (North Carolina)
North Carolina
$483K +$72.5K +100 +18%
CSF
3975
Capital Squared Financial
Maryland
$483K +$8.7K +12 +2%
157 158
159
160 161