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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
2876
KCS Wealth Advisory
California
$408K – – –
GWWM
2877
Great Waters Wealth Management
Minnesota
$408K -$88.1K -210 -19%
EBA
2878
Eagle Bay Advisors
New York
$407K +$343K +817 +801%
WA
2879
Waterford Advisors
New York
$405K -$98.2K -234 -20%
LAM
2880
Lakewood Asset Management
Illinois
$405K -$2.52K -6 -0.7%
TDWM
2881
Topel & Distasi Wealth Management
California
$402K -$2.52K -6 -0.7%
SCM
2882
Stonehearth Capital Management
Massachusetts
$401K – – –
MAC
2883
Mason & Associates (California)
California
$400K – – –
VCM
2884
Versant Capital Management
Arizona
$399K -$525K -1,250 -58%
AL
2885
ADE LLC
Maryland
$398K – – –
JJBC
2886
James J. Burns & Company
New York
$398K -$25.6K -61 -6%
SRC
2887
Shufro Rose & Co
New York
$398K -$117K -279 -24%
RP
2888
Rowlandmiller & Partners
Georgia
$397K – – –
GJIA
2889
Glass Jacobson Investment Advisors
Maryland
$397K +$376K +895 New
NWMG
2890
National Wealth Management Group
Ohio
$395K -$1.03M -2,446 -73%
MSWM
2891
McGlone Suttner Wealth Management
Wisconsin
$393K -$42K -100 -10%
AR
2892
Apeiron RIA
Texas
$392K +$13K +31 +4%
OPOWM
2893
One Plus One Wealth Management
Florida
$391K +$371K +883 New
WMWM
2894
Whitaker-Myers Wealth Managers
Ohio
$390K +$839 +2 +0.2%
SO
2895
STRS Ohio
Ohio
$390K +$111K +265 +43%
AG
2896
Advocate Group
Minnesota
$390K – – –
BBW
2897
Blue Barn Wealth
Utah
$389K -$174K -415 -32%
ACM
2898
Academy Capital Management
Texas
$389K +$368K +877 New
SSW
2899
Smith Shellnut Wilson
Mississippi
$389K – – –
MWP
2900
Meridian Wealth Partners
Pennsylvania
$386K – – –
114 115
116
117 118