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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
2426
Heritage Financial Services
Massachusetts
$618K -$27.8K -70 -4%
HCP
2427
Hexagon Capital Partners
Arkansas
$618K – – –
IWA
2428
IBEX Wealth Advisors
New Jersey
$617K -$420K -1,058 -38%
WAM
2429
Weatherly Asset Management
California
$615K -$6.75K -17 -1%
MSA
2430
Marino Stram & Associates
Massachusetts
$614K +$6.75K +17 +1%
CWP
2431
Concord Wealth Partners
Virginia
$612K +$27.8K +70 +4%
PAG
2432
Powers Advisory Group
Illinois
$610K – – –
SCA
2433
Stonebridge Capital Advisors
Minnesota
$609K -$77K -194 -10%
NIM
2434
Nicollet Investment Management
Minnesota
$608K +$794 +2 +0.1%
SGI
2435
Summit Global Investments
Utah
$607K – – –
SAM
2436
Sompo Asset Management
Japan
$607K +$155K +390 +30%
PCM
2437
Passive Capital Management
Maryland
$607K – – –
BPFA
2438
Barnes Pettey Financial Advisors
Mississippi
$606K – – –
LFA
2439
LifeGuide Financial Advisors
Pennsylvania
$605K – – –
TIAM2
2440
Tru Independence Asset Management 2
Oregon
$603K -$104K -261 -13%
EPP
2441
ETF Portfolio Partners
Kansas
$601K +$29.8K +75 +5%
SFG
2442
Steward Financial Group
Texas
$601K +$457K +1,150 +215%
FPCG
2443
Fort Pitt Capital Group
Pennsylvania
$600K -$58.4K -147 -8%
MSFP
2444
Mark Sheptoff Financial Planning
Connecticut
$600K +$39.7K +100 +6%
GC
2445
GFG Capital
Florida
$599K +$49.2K +124 +8%
IAMOG
2446
Investors Asset Management of Georgia
Georgia
$597K +$1.59K +4 +0.2%
SPA
2447
Sentinel Pension Advisors
Massachusetts
$593K +$140K +352 +27%
FC
2448
FCA Corp
Texas
$591K – – –
PWS
2449
Peterson Wealth Services
Utah
$591K +$13.1K +33 +2%
JA
2450
JVL Associates
Michigan
$591K +$129K +324 +24%
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98
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