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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
2901
Parcion Private Wealth
Washington
$243K -$146K -357 -37%
AWG
2902
Altus Wealth Group
Colorado
$243K -$24.6K -60 -10%
BBA
2903
Braun-Bostich & Associates
Pennsylvania
$243K -$19.3K -47 -7%
NME
2904
Notis-McConarty Edward
$243K – – –
AL
2905
ACAS LLC
California
$243K +$242K +590 New
WFA
2906
WMG Financial Advisors
Tennessee
$242K -$28.7K -70 -10%
CAM
2907
Concorde Asset Management
Michigan
$241K -$41.8K -102 -14%
MWA
2908
Miller Wealth Advisors
Colorado
$241K +$819 +2 +0.3%
HIGP
2909
Hill Investment Group Partners
Missouri
$240K – – –
TPWM
2910
Twelve Points Wealth Management
Massachusetts
$240K -$50.8K -124 -16%
PWM
2911
Provident Wealth Management
Tennessee
$240K -$1.64K -4 -0.6%
CWA
2912
Capital Wealth Alliance
Arizona
$238K -$43K -105 -14%
BC
2913
Bowman & Company
Wisconsin
$237K – – –
CCT
2914
Chemung Canal Trust
New York
$236K -$4.92K -12 -2%
MKA
2915
M. Kulyk & Associates
Georgia
$235K – – –
PW
2916
Peninsula Wealth
California
$235K – – –
SA
2917
Sicart Associates
New York
$233K -$152K -372 -38%
HI
2918
Hudock Inc
Pennsylvania
$233K +$410 +1 +0.2%
PIFP
2919
Partners in Financial Planning
Virginia
$232K +$234K +570 New
FTA
2920
Financial & Tax Architects
Missouri
$230K -$453K -1,107 -64%
LFA
2921
Legacy Financial Advisors
Kentucky
$230K -$410 -1 -0.2%
CAM
2922
Costello Asset Management
Pennsylvania
$230K +$2.05K +5 +0.8%
WAM
2923
Walker Asset Management
Missouri
$229K – – –
AHIA
2924
Andrew Hill Investment Advisors
Florida
$227K -$246K -601 -50%
WLPWM
2925
Walled Lake Planning & Wealth Management
Illinois
$227K +$819 +2 +0.3%
115 116
117
118 119