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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
1876
Ironwood Investment Counsel
Arizona
$2.01M +$710K +1,846 +54%
SFWA
1877
Summit Financial Wealth Advisors
Louisiana
$2.01M -$379K -986 -16%
RWP
1878
Revolve Wealth Partners
New Jersey
$2.01M -$129K -336 -6%
AP
1879
Atwood & Palmer
Missouri
$2M +$530K +1,380 +36%
TRIA
1880
Trail Ridge Investment Advisors
Colorado
$2M -$1.92K -5 -0.1%
TAM
1881
Trillium Asset Management
Massachusetts
$2M +$128K +334 +7%
EIA
1882
Eldridge Investment Advisors
New Hampshire
$2M – – –
BOPW
1883
Brandywine Oak Private Wealth
Pennsylvania
$2M -$282K -735 -12%
G
1884
Gainplan
Michigan
$1.99M -$28.7M -74,742 -93%
BWP
1885
Baldwin Wealth Partners
Massachusetts
$1.99M +$72.6K +189 +4%
DI
1886
Disciplined Investments
Oklahoma
$1.99M -$9.22K -24 -0.5%
SDWMA
1887
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.98M -$95.3K -248 -5%
WA
1888
Wealth Advisors
California
$1.98M +$59.6K +155 +3%
IIM
1889
InTrack Investment Management
Vermont
$1.97M -$6.92K -18 -0.3%
MC
1890
Mathes Company
New York
$1.97M +$38.4K +100 +2%
RP
1891
Rice Partnership
Hawaii
$1.97M +$15.8K +41 +0.8%
TWM
1892
TMD Wealth Management
Arizona
$1.97M +$993K +2,584 +101%
AAMA
1893
Advanced Asset Management Advisors
Ohio
$1.96M -$70.3K -183 -3%
KSCM
1894
Key Square Capital Management
Connecticut
$1.96M +$1.97M +5,124 New
AFM
1895
Andesa Financial Management
Pennsylvania
$1.95M +$1.74M +4,530 +778%
SFS
1896
Summit Financial Strategies
Ohio
$1.95M +$69.2K +180 +4%
MGWM
1897
Marks Group Wealth Management
Minnesota
$1.95M -$15K -39 -0.8%
LFP
1898
Leeward Financial Partners
Washington
$1.95M – – –
SCP
1899
Silverleafe Capital Partners
Tennessee
$1.95M -$15.4K -40 -0.8%
LSIA
1900
LaSalle St. Investment Advisors
Illinois
$1.95M +$1.96M +5,093 New
74 75
76
77 78