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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2651
MMA Asset Management
Pennsylvania
$631K +$99.2K +223 +18%
EI
2652
Ethic Inc
New York
$630K +$655K +1,473 New
RCG
2653
Regatta Capital Group
California
$630K +$55.6K +125 +9%
LIA
2654
LS Investment Advisors
Michigan
$628K +$40K +90 +7%
WFM
2655
Wolff Financial Management
Michigan
$628K -$890 -2 -0.1%
FS
2656
Ferguson Shapiro
Georgia
$628K -$69.4K -156 -10%
TIA
2657
Tiemann Investment Advisors
California
$627K +$17.8K +40 +3%
FWM
2658
Fortress Wealth Management
California
$626K +$1.78K +4 +0.3%
D
2659
Dentgroup
Louisiana
$626K +$10.7K +24 +2%
SFA
2660
Souders Financial Advisors
Ohio
$626K +$2.22K +5 +0.3%
AWM
2661
AllSquare Wealth Management
New York
$624K -$44.5K -100 -6%
TWA
2662
Trellis Wealth Advisors
California
$622K – – –
GCIM
2663
Gunn & Company Investment Management
Florida
$621K +$646K +1,453 New
WC
2664
Whitney & Co
New York
$620K +$177K +397 +38%
DSN
2665
D. Scott Neal
Kentucky
$620K +$385K +866 +150%
HWP
2666
Heritage Wealth Partners
Ohio
$620K -$61.8K -139 -9%
LTI
2667
Laffer Tengler Investments
Tennessee
$619K +$267K +601 +71%
SHA
2668
Seneca House Advisors
Virginia
$619K -$4.45K -10 -0.7%
WFA
2669
Wade Financial Advisory
California
$616K – – –
FG
2670
Fiduciary Group
Georgia
$615K +$48K +108 +8%
NOI
2671
Newton One Investments
Delaware
$613K +$2.67K +6 +0.4%
TA
2672
TFG Advisers
Michigan
$613K +$8.89K +20 +1%
GCA
2673
Genesee Capital Advisors
New York
$612K +$636K +1,431 New
OBWP
2674
O'Brien Wealth Partners
Massachusetts
$611K +$83.6K +188 +15%
KAS
2675
KPP Advisory Services
Kentucky
$610K +$635K +1,428 New
105 106
107
108 109