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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TGY2IT
2251
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$3.09M +$3.23M +4,747 New
HHAA
2252
Henry H. Armstrong Associates
Pennsylvania
$3.08M +$46.2K +68 +1%
PWS
2253
Peterson Wealth Services
Utah
$3.08M +$23.8K +35 +0.7%
EWM
2254
Elmwood Wealth Management
California
$3.08M +$359K +528 +13%
GWA
2255
Geometric Wealth Advisors
District of Columbia
$3.08M +$150K +221 +5%
CTA
2256
Colonial Trust Advisors
South Carolina
$3.07M +$680 +1 +0%
SFS
2257
Shaker Financial Services
Virginia
$3.07M -$2.09M -3,072 -39%
EC
2258
EdgeRock Capital
Colorado
$3.07M +$383K +564 +14%
PAG
2259
Paladin Advisory Group
Iowa
$3.07M -$185K -272 -5%
V
2260
VeraBank
Texas
$3.06M -$86.3K -127 -3%
HC
2261
Hurley Capital
New York
$3.06M +$411K +604 +15%
DG
2262
Dala Group
Illinois
$3.05M +$423K +622 +15%
QF
2263
QVT Financial
New York
$3.05M +$3.19M +4,696 New
AAM
2264
Ameraudi Asset Management
New York
$3.05M +$2.72K +4 +0.1%
FNWM
2265
Financial Network Wealth Management
Utah
$3.05M -$198K -291 -6%
MLFP
2266
MPS Loria Financial Planners
Illinois
$3.05M -$14.3K -21 -0.4%
AMG
2267
Asset Management Group
Connecticut
$3.04M -$217K -319 -6%
RFA
2268
Rollins Financial Advisors
New York
$3.04M -$31.3K -46 -1%
AIM
2269
Advyzon Investment Management
Illinois
$3.03M +$17.7K +26 +0.6%
SSA
2270
Sierra Summit Advisors
Nevada
$3.03M +$62.5K +92 +2%
W
2271
WorthPointe
California
$3.02M -$1.84M -2,699 -37%
1IA
2272
1834 Investment Advisors
Wisconsin
$3.01M -$72.7K -107 -2%
AAMC
2273
Asset Allocation & Management Company
Illinois
$3.01M -$237K -348 -7%
PCM
2274
Permanent Capital Management
Illinois
$3.01M – – –
MWA
2275
Merkkuri Wealth Advisors
New York
$3M -$158K -233 -5%
89 90
91
92 93