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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
GMA
4476
Glassy Mountain Advisors
Maryland
$209K +$203K +280 New
SWM
4477
Seed Wealth Management
Illinois
$209K +$203K +280 New
SF
4478
Sun Financial
Utah
$208K +$195K +269 New
TPWM
4479
Twelve Points Wealth Management
Massachusetts
$208K -$306K -422 -60%
FS
4480
Financial Symmetry
North Carolina
$208K -$3.63K -5 -2%
SWM
4481
Stockman Wealth Management
Montana
$207K -$46.4K -64 -19%
CCWP
4482
Cedar Cove Wealth Partners
Minnesota
$206K +$200K +276 New
TSS
4483
Thomas Story & Son
Indiana
$205K +$199K +275 New
TC
4484
Tsai Capital
New York
$205K +$28.3K +39 +17%
BCP
4485
Blackhawk Capital Partners
Wisconsin
$205K +$199K +274 New
EPP
4486
ETF Portfolio Partners
Kansas
$205K +$199K +274 New
WW
4487
Winnow Wealth
Texas
$204K +$199K +274 New
NL
4488
NorthAvenue LLC
Ohio
$203K -$3.63K -5 -2%
CSC
4489
Caldwell Sutter Capital
California
$203K +$29.7K +41 +18%
LIM
4490
Letson Investment Management
Georgia
$203K +$197K +272 New
AHC
4491
Anderson Hoagland & Co
Missouri
$202K +$196K +271 New
RH
4492
RFG Holdings
Texas
$202K +$196K +270 New
PFA
4493
Peak Financial Advisors
Colorado
$201K +$195K +269 New
TWP
4494
Tower Wealth Partners
Pennsylvania
$201K +$195K +269 New
TIA
4495
Tiemann Investment Advisors
California
$201K +$194K +268 New
CNAM
4496
Campbell Newman Asset Management
Wisconsin
$200K -$1.83M -2,518 -90%
PPWM
4497
Perissos Private Wealth Management
Oklahoma
$200K – – –
CIM
4498
Contravisory Investment Management
Massachusetts
$197K +$30.4K +42 +19%
FNWA
4499
Financial Network Wealth Advisors
Utah
$196K +$23.2K +32 +14%
SA
4500
Seneschal Advisors
Washington
$191K +$87K +120 +88%
178 179
180
181 182