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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
2526
Monograph Wealth Advisors
California
$720K +$27.7K +72 +4%
WRPWM
2527
Werba Rubin Papier Wealth Management
California
$719K +$720K +1,872 New
ETS
2528
ESL Trust Services
New York
$719K – – –
GWA
2529
GGM Wealth Advisors
Maryland
$719K +$62.3K +162 +10%
FCM
2530
Fourpath Capital Management
Oklahoma
$718K -$13.1K -34 -2%
BEW
2531
Burton Enright Welch
California
$717K +$1.54K +4 +0.2%
GWCM
2532
Godshalk Welsh Capital Management
Pennsylvania
$717K – – –
KFA
2533
Kapstone Financial Advisors
Ohio
$716K +$660K +1,718 New
BI
2534
Ballast Inc
Kentucky
$714K +$396K +1,030 +123%
TPM
2535
Triasima Portfolio Management
Quebec, Canada
$713K +$36.5K +95 +5%
MAM
2536
Meeder Asset Management
Ohio
$712K -$525K -1,367 -42%
RWIA
2537
Roger Wittlin Investment Advisory
California
$709K +$5K +13 +0.7%
SWK
2538
Stephen W. Kidder
$707K -$177K -460 -20%
LCM
2539
Liberty Capital Management
Michigan
$707K – – –
DWM
2540
Darwin Wealth Management
Florida
$705K -$8.46K -22 -1%
RFG
2541
RFP Financial Group
Georgia
$705K +$709K +1,844 New
VIM
2542
Vista Investment Management
Pennsylvania
$705K -$22.3K -58 -3%
BCM
2543
Bourgeon Capital Management
Connecticut
$701K -$30.7K -80 -4%
BAM
2544
BOS Asset Management
Illinois
$699K +$703K +1,829 New
HFS
2545
Heritage Financial Services
Massachusetts
$697K +$35K +91 +5%
SFG
2546
Sather Financial Group
Texas
$694K – – –
CWM
2547
Catalyst Wealth Management
Georgia
$693K +$696K +1,812 New
FF
2548
Francis Financial
$693K +$696K +1,811 New
BG
2549
Bellevue Group
Switzerland
$688K – – –
HWA
2550
Heartwood Wealth Advisors
Virginia
$688K – – –
100 101
102
103 104