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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RPSA
2701
Richard P. Slaughter Associates
Texas
$577K – – –
WWM
2702
Wiser Wealth Management
Georgia
$576K -$115K -258 -16%
RDFA
2703
Ritter Daniher Financial Advisory
Ohio
$575K -$16.5K -37 -3%
TCMP
2704
Thrive Capital Management (Pennsylvania)
Pennsylvania
$575K -$31.6K -71 -5%
HG
2705
Harbor Group
New Hampshire
$575K +$26.2K +59 +5%
RCM
2706
Rain Capital Management
Oregon
$574K +$2.22K +5 +0.4%
SDWIA
2707
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$574K -$11.1K -25 -2%
IP
2708
Investment Partners
Ohio
$572K -$108K -242 -15%
NCM
2709
Narwhal Capital Management
Georgia
$572K +$95.2K +214 +19%
HC
2710
Hourglass Capital
Texas
$571K -$8.89K -20 -1%
3AM
2711
3EDGE Asset Management
Florida
$567K – – –
BCFS
2712
Butensky & Cohen Financial Security
Florida
$566K -$15.6K -35 -3%
ECM
2713
EagleClaw Capital Management
Massachusetts
$566K – – –
KL
2714
KWMG LLC
Kansas
$565K +$23.1K +52 +4%
PWG
2715
Portside Wealth Group
Utah
$565K +$9.34K +21 +2%
HFP
2716
Holistic Financial Partners
Indiana
$564K +$23.6K +53 +4%
GA
2717
GoalVest Advisory
New York
$563K +$22.7K +51 +4%
LWM
2718
Liberty Wealth Management
California
$563K +$92.1K +207 +19%
PFA
2719
Pathway Financial Advisers
Indiana
$563K +$587K +1,320 New
MAG
2720
MRA Advisory Group
New Jersey
$562K +$153K +345 +36%
IPW
2721
IronBridge Private Wealth
Texas
$562K -$3.51M -7,896 -86%
DSAM
2722
Dock Street Asset Management
Florida
$562K -$4.13M -9,296 -88%
ACM
2723
Ardent Capital Management
Ohio
$560K – – –
HWM
2724
HighMark Wealth Management
Minnesota
$558K -$12K -27 -2%
FPIS
2725
Financial Planning & Information Services
Wisconsin
$557K – – –
107 108
109
110 111