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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
2651
Navalign LLC
California
$1.19M +$74.1K +134 +7%
SW
2652
SkyOak Wealth
Michigan
$1.19M +$4.98K +9 +0.4%
MW
2653
Marcum Wealth
Ohio
$1.19M – – –
HWA
2654
Heartwood Wealth Advisors
Virginia
$1.19M – – –
PFA
2655
Pathway Financial Advisers
Indiana
$1.19M +$16.6K +30 +1%
UCB
2656
United Community Bank
South Carolina
$1.18M -$24.9K -45 -2%
BMM
2657
Buffington Mohr McNeal
Idaho
$1.18M +$34.8K +63 +3%
LCM
2658
Leisure Capital Management
California
$1.18M -$113K -204 -9%
VCM
2659
Viewpoint Capital Management
Washington
$1.18M -$2.77K -5 -0.2%
BCP
2660
Blackhawk Capital Partners
Wisconsin
$1.18M +$90.1K +163 +9%
PA
2661
Prossimo Advisors
California
$1.18M – – –
YWS
2662
Yarger Wealth Strategies
Ohio
$1.18M +$3.32K +6 +0.3%
AIC
2663
Archer Investment Corporation
Indiana
$1.18M -$95.1K -172 -8%
MSFP
2664
Mark Sheptoff Financial Planning
Connecticut
$1.17M -$55.8K -101 -5%
AGM
2665
Alpine Global Management
New York
$1.17M +$1.13M +2,044 New
TWM
2666
TCFG Wealth Management
California
$1.17M +$1.13M +2,043 New
CST
2667
Charles Schwab Trust
Nevada
$1.17M -$67.5K -122 -6%
MSA
2668
Marino Stram & Associates
Massachusetts
$1.16M +$59.2K +107 +6%
EGWAG
2669
Elwood & Goetz Wealth Advisory Group
Georgia
$1.16M -$5.53K -10 -0.5%
WC
2670
Westwind Capital
New Mexico
$1.16M -$7.19M -13,005 -87%
GWM
2671
Gibbs Wealth Management
Georgia
$1.16M +$1.12M +2,025 New
PMSA
2672
Patrick M. Sweeney & Associates
Illinois
$1.16M +$14.4K +26 +1%
LCC
2673
Lincoln Capital Corp
Rhode Island
$1.16M -$34.3K -62 -3%
HBWM
2674
Hollow Brook Wealth Management
New York
$1.16M +$252K +456 +29%
CIM
2675
Chapman Investment Management
California
$1.16M – – –
105 106
107
108 109