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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2926
Costello Asset Management
Pennsylvania
$648K +$30.3K +68 +5%
MWA
2927
MN Wealth Advisors
Kansas
$648K +$607K +1,363 New
HWMG
2928
Hurlow Wealth Management Group
Indiana
$646K -$445 -1 -0.1%
FG
2929
Fairman Group
Pennsylvania
$645K +$602K +1,351 New
SHWM
2930
Smith & Howard Wealth Management
Georgia
$644K -$5.6M -12,563 -90%
SIA
2931
Schear Investment Advisers
Ohio
$641K +$445 +1 +0.1%
NCM
2932
Narwhal Capital Management
Georgia
$641K +$4.9K +11 +0.8%
RPSA
2933
Richard P. Slaughter Associates
Texas
$641K – – –
RCM
2934
Rain Capital Management
Oregon
$641K +$2.23K +5 +0.4%
BCFS
2935
Butensky & Cohen Financial Security
Florida
$638K +$7.57K +17 +1%
SDWIA
2936
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$638K – – –
FA
2937
Financial Alternatives
California
$637K +$597K +1,341 New
PWG
2938
Portside Wealth Group
Utah
$636K +$6.68K +15 +1%
RL
2939
Rogco LP
Oklahoma
$634K -$312K -701 -34%
TCMP
2940
Thrive Capital Management (Pennsylvania)
Pennsylvania
$633K -$6.24K -14 -1%
GFWA
2941
Grey Fox Wealth Advisors
Delaware
$633K +$94K +211 +19%
WWM
2942
Wiser Wealth Management
Georgia
$631K +$1.34K +3 +0.2%
SW
2943
Simplicity Wealth
New Jersey
$630K +$224K +502 +61%
HP
2944
HT Partners
Connecticut
$629K +$138K +310 +31%
CC
2945
Caxton Corporation
New Jersey
$628K +$589K +1,322 New
FF
2946
Financial Futures
New Jersey
$626K +$587K +1,318 New
CIG
2947
Cascade Investment Group
Colorado
$626K +$51.7K +116 +10%
IAP
2948
Indie Asset Partners
Indiana
$624K +$28.5K +64 +5%
DSAM
2949
Dock Street Asset Management
Florida
$622K -$2.23K -5 -0.4%
AIS
2950
AM Investment Strategies
Tennessee
$622K +$174K +391 +43%
116 117
118
119 120