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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BDFN
4226
Bond & Devick Financial Network
Minnesota
$311K – – –
CM
4227
Cornerstone Management
Georgia
$311K – – –
SAM
4228
SVRN Asset Management
Texas
$310K +$308K +455 New
LBC
4229
Lane Brothers & Co
Arizona
$310K +$308K +455 New
SFG
4230
Sunburst Financial Group
Alabama
$310K +$8.79K +13 +3%
CNWM
4231
Clay Northam Wealth Management
California
$308K +$676 +1 +0.2%
RMF
4232
Red Mountain Financial
Colorado
$308K +$31.1K +46 +11%
CFGW
4233
Chancellor Financial Group WB
Pennsylvania
$308K – – –
EPP
4234
ETF Portfolio Partners
Kansas
$308K +$75K +111 +33%
RAM
4235
Ramirez Asset Management
New York
$307K – – –
SC
4236
Schulhoff & Co
Ohio
$307K – – –
SWM
4237
Shepherd Wealth Management
Ohio
$306K – – –
BI
4238
Beckerman Institutional
New Jersey
$306K – – –
GBFP
4239
Golden Bell Financial Planning
Georgia
$306K – – –
BAM
4240
Belleair Asset Management
Florida
$305K +$302K +447 New
JTWM
4241
Jackson Thornton Wealth Management
Alabama
$304K – – –
DC
4242
Dorval Corp
Minnesota
$304K +$676 +1 +0.2%
PCMM
4243
Piedmont Capital Management (Montana)
Montana
$304K – – –
PHWM
4244
Palatine Hill Wealth Management
Michigan
$304K +$301K +445 New
UPS
4245
UHLMANN PRICE SECURITIES
Illinois
$303K +$676 +1 +0.2%
SA
4246
Skyline Advisors
Washington
$303K +$16.9K +25 +6%
PTCG
4247
Pring Turner Capital Group
California
$303K -$153K -227 -34%
BBP
4248
Banco BTG Pactual
Brazil
$303K – – –
A
4249
Alongside
Texas
$303K +$300K +444 New
TPWM
4250
Twelve Points Wealth Management
Massachusetts
$302K +$26.4K +39 +10%
168 169
170
171 172