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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WWS
2826
Wellington Wealth Strategies
Indiana
$930K +$904K +1,635 New
BFIC
2827
Bedell Frazier Investment Counselling
California
$928K +$2.21K +4 +0.2%
VAG
2828
VisionPoint Advisory Group
Texas
$928K +$116K +209 +15%
CPG
2829
Cornerstone Planning Group
New Jersey
$928K -$3.17M -5,733 -78%
SIM
2830
Stratos Investment Management
Ohio
$923K -$224K -405 -20%
BWP
2831
Bernardo Wealth Planning
Pennsylvania
$923K +$134K +242 +18%
SIA
2832
Sage Investment Advisers
New York
$922K +$217K +392 +32%
PWMA
2833
Pension & Wealth Management Advisors
Massachusetts
$921K -$123K -223 -12%
AFC
2834
AFT Forsyth & Company
Florida
$921K +$1.66K +3 +0.2%
VPWA
2835
Vestia Personal Wealth Advisors
Indiana
$919K +$8.85K +16 +1%
DSAM
2836
Dock Street Asset Management
Florida
$919K -$14.4K -26 -2%
PCMH
2837
Polymer Capital Management (HK)
Hong Kong
$919K -$1.53M -2,772 -63%
CRI
2838
Commonwealth Retirement Investments
Virginia
$917K -$8.29K -15 -0.9%
MAM
2839
Morse Asset Management
Connecticut
$917K -$103K -187 -10%
ACM
2840
Alamar Capital Management
California
$913K – – –
RWM
2841
Ruedi Wealth Management
Illinois
$912K +$553 +1 +0.1%
MCM
2842
Monument Capital Management
Virginia
$909K -$101K -183 -10%
MAG
2843
MRA Advisory Group
New Jersey
$908K -$2.77K -5 -0.3%
LIA
2844
LS Investment Advisors
Michigan
$907K -$2.77K -5 -0.3%
IP
2845
Isthmus Partners
Wisconsin
$903K – – –
TA
2846
TFB Advisors
Kansas
$903K -$8.29K -15 -0.9%
MAM
2847
Marotta Asset Management
Virginia
$898K +$221K +399 +34%
GGS
2848
Galvin Gaustad & Stein
Arizona
$896K – – –
AA
2849
AJ Advisors
Tennessee
$896K +$110K +199 +15%
BOS
2850
Bank of Stockton
California
$895K – – –
112 113
114
115 116