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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
2776
Willow Creek Wealth Management
California
$447K -$3.84K -10 -0.8%
PPWP
2777
Proquility Private Wealth Partners
Nevada
$447K +$172M +446,929 New
MWM
2778
Marion Wealth Management
Pennsylvania
$446K +$3.84K +10 +0.9%
EW
2779
Enzi Wealth
Texas
$446K +$36.1K +94 +9%
SFMG
2780
Sage Financial Management Group
Virginia
$446K – – –
NW
2781
Naviter Wealth
Arkansas
$444K -$299K -778 -41%
CCM
2782
Cox Capital Management
Massachusetts
$444K -$4.23K -11 -0.9%
UAM
2783
Unison Asset Management
Florida
$443K – – –
FFA
2784
Farther Finance Advisors
California
$442K +$444K +1,156 New
GHA
2785
Granite Harbor Advisors
Texas
$440K +$442K +1,150 New
OCPWS
2786
One Charles Private Wealth Services
Massachusetts
$439K – – –
WA
2787
Waterford Advisors
New York
$439K +$441K +1,148 New
SG
2788
Stonnington Group
California
$438K -$9.99K -26 -2%
RW
2789
RVW Wealth
California
$437K +$43.4K +113 +11%
MWP
2790
Meredith Wealth Planning
Illinois
$436K +$438K +1,139 New
JIM
2791
JCP Investment Management
Texas
$434K – – –
AC
2792
Addison Capital
Pennsylvania
$434K – – –
TC
2793
Truvestments Capital
Florida
$434K -$3.08K -8 -0.7%
BWL
2794
Bogart Wealth LLC
Virginia
$433K -$35.7K -93 -8%
IWA
2795
IVC Wealth Advisors
Pennsylvania
$433K – – –
WSCM
2796
Wellington Shields Capital Management
New York
$433K -$57.7K -150 -12%
KIM
2797
Karpus Investment Management
New York
$432K -$69.2K -180 -14%
FNFDCM
2798
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$431K – – –
GB
2799
Goepper Burkhardt
South Carolina
$431K -$262K -682 -38%
NCM
2800
Narwhal Capital Management
Georgia
$430K – – –
110 111
112
113 114