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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BFIC
2826
Bedell Frazier Investment Counselling
California
$928K +$2.21K +4 +0.2%
VAG
2827
VisionPoint Advisory Group
Texas
$928K +$116K +209 +15%
CPG
2828
Cornerstone Planning Group
New Jersey
$928K -$3.17M -5,733 -78%
SIM
2829
Stratos Investment Management
Ohio
$923K -$224K -405 -20%
BWP
2830
Bernardo Wealth Planning
Pennsylvania
$923K +$134K +242 +18%
SIA
2831
Sage Investment Advisers
New York
$922K +$217K +392 +32%
PWMA
2832
Pension & Wealth Management Advisors
Massachusetts
$921K -$123K -223 -12%
AFC
2833
AFT Forsyth & Company
Florida
$921K +$1.66K +3 +0.2%
VPWA
2834
Vestia Personal Wealth Advisors
Indiana
$919K +$8.85K +16 +1%
DSAM
2835
Dock Street Asset Management
Florida
$919K -$14.4K -26 -2%
PCMH
2836
Polymer Capital Management (HK)
Hong Kong
$919K -$1.53M -2,772 -63%
CRI
2837
Commonwealth Retirement Investments
Virginia
$917K -$8.29K -15 -0.9%
MAM
2838
Morse Asset Management
Connecticut
$917K -$103K -187 -10%
ACM
2839
Alamar Capital Management
California
$913K – – –
RWM
2840
Ruedi Wealth Management
Illinois
$912K +$553 +1 +0.1%
MCM
2841
Monument Capital Management
Virginia
$909K -$101K -183 -10%
MAG
2842
MRA Advisory Group
New Jersey
$908K -$2.77K -5 -0.3%
LIA
2843
LS Investment Advisors
Michigan
$907K -$2.77K -5 -0.3%
IP
2844
Isthmus Partners
Wisconsin
$903K – – –
TA
2845
TFB Advisors
Kansas
$903K -$8.29K -15 -0.9%
MAM
2846
Marotta Asset Management
Virginia
$898K +$221K +399 +34%
GGS
2847
Galvin Gaustad & Stein
Arizona
$896K – – –
AA
2848
AJ Advisors
Tennessee
$896K +$110K +199 +15%
BOS
2849
Bank of Stockton
California
$895K – – –
EBWM
2850
Eagle Bluffs Wealth Management
Missouri
$894K – – –
112 113
114
115 116