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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
2476
Baugh & Associates
Georgia
$379K -$33.5K -76 -8%
MGWM
2477
Marks Group Wealth Management
Minnesota
$379K +$26.5K +60 +7%
DC
2478
DeDora Capital
California
$378K – – –
REMPR
2479
Roof Eidam Maycock Peralta (REMP)
California
$378K +$389K +881 New
GWMIA
2480
Global Wealth Management Investment Advisory
Florida
$376K +$66.6K +151 +21%
LI
2481
LVZ Inc
Michigan
$376K +$152K +345 +65%
BBW
2482
Blue Barn Wealth
Utah
$369K +$441 +1 +0.1%
BOS
2483
Bank of Stockton
California
$369K +$26.5K +60 +8%
CCM
2484
Cutler Capital Management
Massachusetts
$369K +$108K +244 +40%
GG
2485
Greenwood Gearhart
Arkansas
$368K -$96.6K -219 -20%
BIM
2486
Bridges Investment Management
Nebraska
$364K -$61.3K -139 -14%
SMH
2487
Sanders Morris Harris
Texas
$361K -$20.7K -47 -5%
LL
2488
LPWM LLC
Minnesota
$361K – – –
CP
2489
Camelot Portfolios
Ohio
$361K +$191K +434 +107%
RWI
2490
Red Wave Investments
Pennsylvania
$360K – – –
PIM
2491
Parker Investment Management
California
$360K +$4.41K +10 +1%
AMM
2492
American Money Management
California
$357K +$88.7K +201 +32%
RDWM
2493
Red Door Wealth Management
Tennessee
$353K +$79.8K +181 +28%
D
2494
Diversified
Delaware
$353K +$363K +822 New
CC
2495
Constitution Capital
Connecticut
$351K +$6.18K +14 +2%
HCM
2496
Hillman Capital Management
Maryland
$350K +$360K +815 New
RWRC
2497
R.W. Roge & Company
New York
$347K +$34.4K +78 +11%
RS
2498
Retirement Solution
Washington
$346K – – –
CIP
2499
Cornerstone Investment Partners
Georgia
$345K -$1.49M -3,370 -81%
SFP
2500
Sandbox Financial Partners
Maryland
$343K -$4.41K -10 -1%
98 99
100
101 102