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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
2126
Sound Income Strategies
Florida
$3.55M +$61.9K +91 +2%
VF
2127
Vawter Financial
Ohio
$3.55M -$98.6K -145 -3%
SN
2128
Sittner & Nelson
Oregon
$3.54M +$57.8K +85 +2%
RYIA
2129
Roehl & Yi Investment Advisors
Oregon
$3.54M -$4.76K -7 -0.1%
HAM
2130
Harmony Asset Management
Arizona
$3.54M -$9.52K -14 -0.3%
ECP
2131
Epacria Capital Partners
Colorado
$3.53M – – –
SCA
2132
Sandy Cove Advisors
Massachusetts
$3.53M +$2.04K +3 +0.1%
HWM
2133
Hassell Wealth Management
Louisiana
$3.53M +$10.9K +16 +0.3%
JWM
2134
JGP Wealth Management
Oregon
$3.53M -$9.52K -14 -0.3%
CFP
2135
Curran Financial Partners
South Carolina
$3.53M +$504K +742 +16%
VP
2136
Verum Partners
North Carolina
$3.52M +$460K +677 +14%
CFG
2137
Cooper Financial Group
California
$3.52M -$426K -627 -10%
GPCM
2138
Guardsman Private Capital Management
Florida
$3.52M +$1.61M +2,361 +77%
JGC
2139
J. Goldman & Co
New York
$3.52M +$3.68M +5,411 New
RMCM
2140
Reynders McVeigh Capital Management
Massachusetts
$3.51M -$778K -1,145 -17%
RP
2141
Rice Partnership
Hawaii
$3.51M -$68K -100 -2%
DCM
2142
Donaldson Capital Management
Indiana
$3.51M -$126K -186 -3%
SGCA
2143
Steel Grove Capital Advisors
Tennessee
$3.5M -$680 -1 -0%
OWA
2144
Opal Wealth Advisors
New York
$3.5M -$258K -379 -7%
SCP
2145
Sivia Capital Partners
California
$3.5M – – –
PF
2146
PlanVest Financial
Maryland
$3.49M +$3.65M +5,365 New
GWS
2147
Greykasell Wealth Strategies
California
$3.48M +$7.48K +11 +0.2%
MW
2148
Marble Wealth
Alabama
$3.48M +$33.3K +49 +0.9%
CC
2149
Climber Capital
Switzerland
$3.48M -$374K -550 -9%
OC
2150
Optima Capital
Oregon
$3.47M +$614K +903 +20%
84 85
86
87 88