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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
2676
AM Investment Strategies
Tennessee
$547K +$99.9K +260 +22%
AIA
2677
Affinity Investment Advisors
California
$546K +$549K +1,429 New
HWM
2678
HighMark Wealth Management
Minnesota
$546K -$64.2K -167 -10%
MIA
2679
MainStreet Investment Advisors
Illinois
$546K -$193K -501 -26%
NOI
2680
Newton One Investments
Delaware
$542K – – –
CHP
2681
Cable Hill Partners
Oregon
$542K -$299K -779 -36%
SHWM
2682
Smith & Howard Wealth Management
Georgia
$539K -$1.18M -3,060 -68%
FWM
2683
Finer Wealth Management
Massachusetts
$537K +$6.53K +17 +1%
XSC
2684
X-Square Capital
Puerto Rico
$536K +$7.69K +20 +1%
PRWA
2685
Platte River Wealth Advisors
Colorado
$536K – – –
TCMP
2686
Thrive Capital Management (Pennsylvania)
Pennsylvania
$535K +$25K +65 +5%
BWL
2687
Beacon Wealthcare LLC
North Carolina
$534K -$1.31M -3,412 -71%
D
2688
Dentgroup
Louisiana
$534K +$10.4K +27 +2%
FFG
2689
Frisch Financial Group
New York
$534K +$1.92K +5 +0.4%
TWM
2690
TriaGen Wealth Management
California
$533K – – –
KNFPWM
2691
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$533K +$536K +1,394 New
RWM
2692
Reston Wealth Management
Virginia
$533K +$2.31K +6 +0.4%
BWM
2693
Birchcreek Wealth Management
Ohio
$533K -$76.5K -199 -13%
TA
2694
TFG Advisers
Michigan
$532K +$2.69K +7 +0.5%
CWA
2695
Capital Wealth Alliance
Arizona
$532K +$535K +1,391 New
WA
2696
WealthTrust Axiom
Pennsylvania
$532K +$21.5K +56 +4%
FG
2697
Fiduciary Group
Georgia
$532K -$1.43M -3,714 -73%
HS
2698
Horan Securities
United States
$531K +$21.1K +55 +4%
RDFA
2699
Ritter Daniher Financial Advisory
Ohio
$529K -$40.4K -105 -7%
AA
2700
Addison Advisors
Vermont
$528K -$339K -883 -39%
106 107
108
109 110