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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
3976
Ellsworth Advisors
Ohio
$255K +$236K +413 New
IIM
3977
Ipswich Investment Management
Massachusetts
$254K – – –
PAM
3978
Prodigy Asset Management
Nebraska
$254K – – –
AWM
3979
Aviso Wealth Management
Washington
$253K +$234K +410 New
PFM
3980
Peak Financial Management
Massachusetts
$253K – – –
SWM
3981
Stockman Wealth Management
Montana
$253K – – –
IPGDR
3982
Investidor Profissional Gestao de Recursos
Brazil
$253K +$234K +409 New
IWM
3983
Integris Wealth Management
California
$252K +$233K +408 New
BC
3984
Bowman & Company
Wisconsin
$251K +$572 +1 +0.2%
DDC
3985
DF Dent & Co
Maryland
$251K -$76K -133 -25%
WCM
3986
Whitener Capital Management
North Carolina
$251K – – –
RMF
3987
Red Mountain Financial
Colorado
$251K – – –
DW
3988
Durante & Waters
New York
$250K – – –
FCA
3989
FLC Capital Advisors
California
$250K -$25.7K -45 -10%
RA
3990
Rodgers & Associates
Pennsylvania
$250K -$4K -7 -2%
SA
3991
Strategic Advocates
Utah
$249K -$572 -1 -0.2%
IDBONY
3992
Israel Discount Bank of New York
New York
$249K -$44.9M -78,560 -99%
AAG
3993
Avalon Advisory Group
Pennsylvania
$249K – – –
NWM
3994
NRI Wealth Management
California
$249K +$230K +403 New
TPWM
3995
Twelve Points Wealth Management
Massachusetts
$249K -$6.86K -12 -3%
FBT
3996
First Bank & Trust
South Dakota
$248K – – –
HAP
3997
Harbor Asset Planning
Massachusetts
$248K +$230K +403 New
DAS
3998
DMKC Advisory Services
Iowa
$248K +$226K +395 New
PWA
3999
Peterson Wealth Advisors
Utah
$247K +$229K +401 New
JSA
4000
Jacobson & Schmitt Advisors
Wisconsin
$247K +$229K +400 New
158 159
160
161 162