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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
2201
JSF Financial
California
$3.79M +$1.71M +2,357 +87%
SSA
2202
Sierra Summit Advisors
Nevada
$3.79M +$302K +416 +9%
RAG
2203
RIA Advisory Group
Iowa
$3.78M -$11.8M -16,313 -76%
SG
2204
Sharper & Granite
California
$3.78M -$3.76M -5,190 -51%
FCMA
2205
Foresight Capital Management Advisors
Michigan
$3.78M -$11.2M -15,400 -75%
HAM
2206
Harmony Asset Management
Arizona
$3.77M -$281K -387 -7%
PBC
2207
Pavion Blue Capital
California
$3.77M -$15.2K -21 -0.4%
EP
2208
EPIQ Partners
Minnesota
$3.77M -$40.6K -56 -1%
LFA
2209
LGT Financial Advisors
Texas
$3.77M +$1.45K +2 +0%
MWM
2210
Madrid Wealth Management
New Mexico
$3.77M +$2.9K +4 +0.1%
BWM
2211
BCS Wealth Management
Tennessee
$3.76M +$392K +540 +12%
IFS
2212
Integrated Financial Solutions
Virginia
$3.74M -$144K -198 -4%
CWS
2213
Confluence Wealth Services
Pennsylvania
$3.74M +$9.43K +13 +0.3%
MSG
2214
Main Street Group
Virginia
$3.73M -$29K -40 -0.8%
BCB
2215
Brian C. Broderick
$3.73M – – –
IFO
2216
Intrepid Family Office
Florida
$3.73M +$3.63M +5,000 New
WJA
2217
Willis Johnson & Associates
Texas
$3.73M -$3.66M -5,049 -50%
PWG
2218
Private Wealth Group
Florida
$3.73M – – –
MCP
2219
Mirador Capital Partners
California
$3.72M +$60.9K +84 +2%
SIM
2220
Strategic Investment Management
Virginia
$3.72M -$674K -930 -16%
SC
2221
Searle & Co
Connecticut
$3.72M +$381K +526 +12%
DTC
2222
Davidson Trust Company
Washington
$3.71M -$18.9K -26 -0.5%
SSWM
2223
Strait & Sound Wealth Management
California
$3.71M -$82.7K -114 -2%
FA
2224
Freestate Advisors
Kansas
$3.7M +$23.9K +33 +0.7%
CCM
2225
Canal Capital Management
Virginia
$3.69M +$700K +965 +24%
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89
90 91