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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BZWA
2851
Blue Zone Wealth Advisors
California
$288K -$399K -975 -56%
MCM
2852
Mendel Capital Management
Arkansas
$286K – – –
GWANC
2853
Guardian Wealth Advisors (North Carolina)
North Carolina
$284K -$125K -305 -29%
SF
2854
Safeguard Financial
Wisconsin
$284K +$25K +61 +9%
AIM
2855
AHL Investment Management
Florida
$284K +$56.1K +137 +22%
LAM
2856
LifePro Asset Management
California
$283K -$291K -711 -49%
MCA
2857
Maryland Capital Advisors
Maryland
$283K – – –
JRFS
2858
James Reed Financial Services
Ohio
$280K -$21.8M -53,152 -99%
W
2859
Wealthsimple
Ontario, Canada
$279K – – –
PK
2860
Pflug Koory
Nebraska
$277K -$16.8K -41 -5%
GAM
2861
Garrison Asset Management
Arkansas
$276K +$20.5K +50 +7%
MMM
2862
Mendel Money Management
Illinois
$275K +$112K +273 +60%
RFWA
2863
RPg Family Wealth Advisory
Massachusetts
$273K +$81.5K +199 +38%
SMH
2864
Sanders Morris Harris
Texas
$272K – – –
3AM
2865
3EDGE Asset Management
Florida
$272K +$27.4K +67 +10%
BHWM
2866
Bay Harbor Wealth Management
Maryland
$271K – – –
FFG
2867
Fullen Financial Group
Ohio
$271K +$819 +2 +0.3%
HW
2868
Hedeker Wealth
Illinois
$268K +$13.1K +32 +5%
MWM
2869
Maripau Wealth Management
Indiana
$267K -$247K -604 -48%
BWP
2870
Bernardo Wealth Planning
Pennsylvania
$267K +$290K +708 New
BIM
2871
Bridgecreek Investment Management
Oklahoma
$264K – – –
PWS
2872
Peloton Wealth Strategists
Indiana
$264K +$38.9K +95 +16%
PC
2873
Pecaut & Co
Iowa
$263K +$286K +697 New
SEP
2874
Southland Equity Partners
Missouri
$263K +$20.5K +50 +8%
LWMNY
2875
Landmark Wealth Management (New York)
New York
$262K -$96.7K -236 -25%
113 114
115
116 117