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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
4201
Dorval Corp
Minnesota
$291K +$1.36K +2 +0.4%
MCM
4202
Mendel Capital Management
Arkansas
$291K +$304K +447 New
VDC
4203
Van Diest Capital
Iowa
$291K -$172K -253 -36%
BAM
4204
Belleair Asset Management
Florida
$291K – – –
JF
4205
Joule Financial
Kentucky
$290K +$46.9K +69 +18%
E
4206
Entelevest
Florida
$290K +$47.6K +70 +19%
SA
4207
Skyline Advisors
Washington
$290K +$680 +1 +0.2%
PHWM
4208
Palatine Hill Wealth Management
Michigan
$289K – – –
FHWM
4209
Fox Hill Wealth Management
Massachusetts
$289K +$22.4K +33 +8%
DIA
4210
Davidson Investment Advisors
Montana
$287K -$573K -843 -66%
EFP
4211
EnRich Financial Partners
Wisconsin
$286K -$32.6K -48 -10%
TDC
4212
Thompson Davis & Co
Virginia
$286K -$43.5K -64 -13%
PFA
4213
Petra Financial Advisors
Colorado
$286K -$41.5K -61 -12%
SP
4214
Sequent Planning
Nebraska
$286K -$584K -859 -66%
WA
4215
Whipplewood Advisors
Colorado
$285K +$177K +261 +147%
CGFA
4216
Colton Groome Financial Advisors
North Carolina
$285K -$1.36K -2 -0.5%
CWM
4217
CarsonAllaria Wealth Management
Illinois
$285K -$29.2K -43 -9%
HDA
4218
Harold Davidson & Associates
California
$284K -$25.8K -38 -8%
DAS
4219
Diversify Advisory Services
Utah
$283K -$206M -302,269 -100%
LI
4220
Louisbourg Investments
New Brunswick, Canada
$283K -$29.2K -43 -9%
WT
4221
WHI Trust
Illinois
$283K – – –
LF
4222
Lighthouse Financial
Florida
$283K +$13.6K +20 +5%
TW
4223
Titan Wealth
$283K – – –
CFC
4224
Client First Capital
California
$283K -$15.6K -23 -5%
LAIC
4225
Lederer & Associates Investment Counsel
California
$282K +$49.6K +73 +20%
167 168
169
170 171