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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2826
Concentric Wealth Management
California
$760K -$13.4K -30 -2%
VFG
2827
Valley Financial Group
Pennsylvania
$759K +$711K +1,597 New
CW
2828
Channel Wealth
California
$759K +$442K +992 +164%
ACM
2829
Alamar Capital Management
California
$757K – – –
OC
2830
Opinicus Capital
Florida
$757K +$710K +1,593 New
RWM
2831
Ruedi Wealth Management
Illinois
$755K -$67.3K -151 -9%
VW
2832
Vance Wealth
California
$755K +$30.7K +69 +5%
BOS
2833
Bank of Stockton
California
$753K – – –
AFC
2834
AFT Forsyth & Company
Florida
$751K -$88.6K -199 -11%
MSWM
2835
Mowery & Schoenfeld Wealth Management
Illinois
$751K +$704K +1,580 New
LFA
2836
LifeGuide Financial Advisors
Pennsylvania
$750K -$28.1K -63 -4%
RCG
2837
Regatta Capital Group
California
$749K +$45.4K +102 +7%
LWM
2838
Lakeridge Wealth Management
Ohio
$749K +$702K +1,575 New
IP
2839
Isthmus Partners
Wisconsin
$748K – – –
PFG
2840
PAX Financial Group
Texas
$748K -$59.7K -134 -8%
MWM
2841
Marion Wealth Management
Pennsylvania
$745K +$80.6K +181 +13%
CRI
2842
Commonwealth Retirement Investments
Virginia
$745K – – –
KFI
2843
Key Financial Inc
Pennsylvania
$744K -$32.5K -73 -4%
GGS
2844
Galvin Gaustad & Stein
Arizona
$744K +$200K +450 +40%
BFIC
2845
Bedell Frazier Investment Counselling
California
$743K -$79.3K -178 -10%
PFA
2846
Pathway Financial Advisers
Indiana
$743K +$108K +243 +18%
EBWM
2847
Eagle Bluffs Wealth Management
Missouri
$742K – – –
BL
2848
Balentine LLC
Georgia
$741K -$4.46K -10 -0.6%
AIA
2849
Alternative Investment Advisors
Florida
$738K +$168K +377 +32%
FCT
2850
Family Capital Trust
Massachusetts
$734K – – –
112 113
114
115 116