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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SMF
2051
Sterling Manor Financial
New York
$975K +$16.3K +37 +2%
VLC
2052
Van Leeuwen & Company
New Jersey
$975K +$66.2K +150 +7%
CFP
2053
Curran Financial Partners
South Carolina
$974K -$62.6K -142 -6%
CMF
2054
Counterpoint Mutual Funds
California
$972K +$110K +250 +12%
SIM
2055
Stratos Investment Management
Ohio
$971K +$998K +2,262 New
ACM
2056
Alamar Capital Management
California
$970K +$6.62K +15 +0.7%
PS
2057
Portfolio Solutions
Michigan
$966K – – –
SG
2058
Strid Group
Pennsylvania
$961K – – –
VCM
2059
Versant Capital Management
Arizona
$960K -$4.41K -10 -0.4%
MGIA
2060
Matthew Goff Investment Advisor
Texas
$960K – – –
BFPW
2061
BOK Financial Private Wealth
Colorado
$959K – – –
LCM
2062
Leisure Capital Management
California
$959K – – –
4WM
2063
4J Wealth Management
Virginia
$956K -$2.21K -5 -0.2%
FNB
2064
Farmers National Bank
Kentucky
$953K +$1.12M +2,549 New
IAP
2065
Indie Asset Partners
Indiana
$951K -$11K -25 -1%
VBFP
2066
Valtinson Bruner Financial Planning
Minnesota
$950K +$41.9K +95 +5%
AB
2067
Atlas Brown
Kentucky
$950K +$224K +508 +30%
WTFG
2068
Wells Trecaso Financial Group
Ohio
$948K – – –
RVM
2069
Robinson Value Management
Texas
$945K +$88.2K +200 +10%
UB
2070
UMB Bank
Missouri
$944K +$42.3K +96 +5%
MCM
2071
MV Capital Management
Maryland
$942K – – –
IAA
2072
Independent Advisor Alliance
North Carolina
$941K -$176K -399 -15%
MPIA
2073
Mountain Pacific Investment Advisers
Idaho
$939K – – –
BCM
2074
Bourgeon Capital Management
Connecticut
$938K – – –
HNW
2075
High Note Wealth
Minnesota
$935K -$6.18K -14 -0.6%
81 82
83
84 85