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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
III
2476
Independent Investors Inc
New York
$765K – – –
FSA
2477
Financial Sense Advisors
California
$764K +$167K +364 +29%
KOC
2478
Koss-Olinger Consulting
Florida
$764K +$739K +1,609 New
RB
2479
Renasant Bank
Mississippi
$758K +$733K +1,596 New
LCM
2480
Liberty Capital Management
Michigan
$755K -$3.21K -7 -0.4%
WKSWA
2481
White Knight Strategic Wealth Advisors
New Jersey
$751K +$726K +1,581 New
NIC
2482
Northwest Investment Counselors
Oregon
$749K -$84K -183 -10%
LWP
2483
Legacy Wealth Planning
Nevada
$748K -$114K -248 -14%
PPW
2484
Parcion Private Wealth
Washington
$747K -$710K -1,547 -49%
AWM
2485
Altus Wealth Management
Kentucky
$743K -$179K -390 -20%
MAG
2486
MRA Advisory Group
New Jersey
$742K +$208K +453 +41%
CFO
2487
CVA Family Office
Colorado
$741K -$3.67K -8 -0.5%
JE
2488
JMAC Enterprises
Pennsylvania
$739K +$754K +1,642 New
HKIMG
2489
Hutchens & Kramer Investment Management Group
Indiana
$739K +$755K +1,645 New
EBWM
2490
Eagle Bluffs Wealth Management
Missouri
$738K +$713K +1,554 New
E
2491
ETFidea
New York
$737K +$712K +1,552 New
DAM
2492
Doheny Asset Management
California
$736K – – –
HWM
2493
HighMark Wealth Management
Minnesota
$736K +$1.84K +4 +0.3%
SPWM
2494
Straight Path Wealth Management
Michigan
$736K +$711K +1,549 New
EWP
2495
Engrave Wealth Partners
Texas
$735K – – –
EGWAG
2496
Elwood & Goetz Wealth Advisory Group
Georgia
$733K -$1.38K -3 -0.2%
WOSD
2497
WFA of San Diego
California
$733K – – –
FMN
2498
Financial Management Network
California
$732K +$12.4K +27 +2%
NF
2499
NTB Financial
Colorado
$731K +$706K +1,538 New
DWA
2500
Dorsey Wright & Associates
California
$730K +$705K +1,536 New
98 99
100
101 102