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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
4326
Archer Investment Management
Texas
– -$240K -410 Closed
PIA
4327
Panoramic Investment Advisors
Colorado
– -$240K -410 Closed
IIM
4328
Illumine Investment Management
Washington
– -$237K -405 Closed
GJCM
4329
Grand Jean Capital Management
California
– -$234K -400 Closed
JSA
4330
Jacobson & Schmitt Advisors
Wisconsin
– -$234K -400 Closed
BSTWA
4331
Blake Schutter Theil Wealth Advisors
Ohio
– -$231K -394 Closed
PWM
4332
Puff Wealth Management
New Jersey
– -$227K -387 Closed
SOWAS
4333
Silver Oak Wealth Advisors Services
California
– -$223K -381 Closed
NPI
4334
New Perspectives Inc
Mississippi
– -$222K -379 Closed
PWA
4335
Peterson Wealth Advisors
Utah
– -$222K -375 Closed
BDL
4336
Bey-Douglas LLC
Georgia
– -$219K -374 Closed
PRRFG
4337
Paul R. Ried Financial Group
Washington
– -$219K -373 Closed
HW
4338
Hamilton Wealth
California
– -$217K -370 Closed
CWD
4339
Clarity Wealth Development
Oregon
– -$222K -369 Closed
CWMGP
4340
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
– -$213K -363 Closed
CWA
4341
Clearview Wealth Advisors
Oregon
– -$213K -363 Closed
OWA
4342
One Wealth Advisors
California
– -$212K -362 Closed
PM
4343
Phraction Management
Connecticut
– -$210K -359 Closed
IA
4344
Inspire Advisors
Idaho
– -$207K -354 Closed
PPA
4345
Pacific Point Advisors
California
– -$212K -353 Closed
GPW
4346
Genesis Private Wealth
Virginia
– -$206K -352 Closed
HCA
4347
Hyperion Capital Advisors
New York
– -$206K -352 Closed
KIA
4348
Kraematon Investment Advisors
Massachusetts
– -$205K -350 Closed
VR
4349
Valued Retirements
Texas
– -$205K -349 Closed
GCM
4350
Gibraltar Capital Management
Oklahoma
– -$204K -348 Closed
172 173
174
175 176