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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
2701
Wiser Wealth Management
Georgia
$576K -$115K -258 -16%
RDFA
2702
Ritter Daniher Financial Advisory
Ohio
$575K -$16.5K -37 -3%
TCMP
2703
Thrive Capital Management (Pennsylvania)
Pennsylvania
$575K -$31.6K -71 -5%
HG
2704
Harbor Group
New Hampshire
$575K +$26.2K +59 +5%
RCM
2705
Rain Capital Management
Oregon
$574K +$2.22K +5 +0.4%
SDWIA
2706
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$574K -$11.1K -25 -2%
IP
2707
Investment Partners
Ohio
$572K -$108K -242 -15%
NCM
2708
Narwhal Capital Management
Georgia
$572K +$95.2K +214 +19%
HC
2709
Hourglass Capital
Texas
$571K -$8.89K -20 -1%
3AM
2710
3EDGE Asset Management
Florida
$567K – – –
BCFS
2711
Butensky & Cohen Financial Security
Florida
$566K -$15.6K -35 -3%
ECM
2712
EagleClaw Capital Management
Massachusetts
$566K – – –
KL
2713
KWMG LLC
Kansas
$565K +$23.1K +52 +4%
PWG
2714
Portside Wealth Group
Utah
$565K +$9.34K +21 +2%
HFP
2715
Holistic Financial Partners
Indiana
$564K +$23.6K +53 +4%
GA
2716
GoalVest Advisory
New York
$563K +$22.7K +51 +4%
LWM
2717
Liberty Wealth Management
California
$563K +$92.1K +207 +19%
PFA
2718
Pathway Financial Advisers
Indiana
$563K +$587K +1,320 New
MAG
2719
MRA Advisory Group
New Jersey
$562K +$153K +345 +36%
IPW
2720
IronBridge Private Wealth
Texas
$562K -$3.51M -7,896 -86%
DSAM
2721
Dock Street Asset Management
Florida
$562K -$4.13M -9,296 -88%
ACM
2722
Ardent Capital Management
Ohio
$560K – – –
HWM
2723
HighMark Wealth Management
Minnesota
$558K -$12K -27 -2%
FPIS
2724
Financial Planning & Information Services
Wisconsin
$557K – – –
WMA
2725
West Michigan Advisors
Michigan
$556K +$890 +2 +0.2%
107 108
109
110 111