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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
EPP
2301
ETF Portfolio Partners
Kansas
$239K -$19.2K -58 -8%
ICM
2302
IMS Capital Management
Oregon
$238K – – –
KFI
2303
Key Financial Inc
Pennsylvania
$238K +$236K +711 New
AMM
2304
American Money Management
California
$236K -$50.4K -152 -18%
YAM
2305
Yacktman Asset Management
Texas
$235K -$1.01M -3,040 -81%
RBFC
2306
Roman Butler Fullerton & Co
Missouri
$233K -$19.2K -58 -8%
GWM
2307
Gray Wealth Management
Maine
$233K – – –
LB
2308
Legacy Bridge
Iowa
$233K – – –
IWP
2309
Insight Wealth Partners
Texas
$231K -$68.9K -208 -23%
MAG
2310
Mayfair Advisory Group
Alabama
$230K +$663 +2 +0.3%
GCM
2311
Gables Capital Management
Florida
$229K -$49.7K -150 -18%
BBWA
2312
Bell & Brown Wealth Advisors
California
$228K +$1.66K +5 +0.8%
QIM
2313
Quest Investment Management
Oregon
$223K – – –
HC
2314
Hamilton Capital
Ohio
$222K +$219K +662 New
QWM
2315
QP Wealth Management
New Jersey
$220K -$149K -450 -41%
BC
2316
Blackhill Capital
New Jersey
$220K – – –
CWM
2317
CCG Wealth Management
California
$220K – – –
CCT
2318
Chemung Canal Trust
New York
$220K – – –
PP
2319
PrairieView Partners
Minnesota
$220K +$7.62K +23 +4%
BA
2320
Baugh & Associates
Georgia
$219K -$8.62K -26 -4%
SLA
2321
Silver Lake Advisory
Utah
$219K +$663 +2 +0.3%
1WA
2322
180 Wealth Advisors
Washington
$218K -$26.8K -81 -11%
BAM
2323
Baldrige Asset Management
Pennsylvania
$218K – – –
MAM
2324
Morse Asset Management
Connecticut
$218K +$331 +1 +0.2%
TPWA
2325
TRUE Private Wealth Advisors
Oregon
$217K -$7.62K -23 -3%
91 92
93
94 95