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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
2951
Pinion Investment Advisors
Kansas
$252K +$7.57K +17 +3%
CWM
2952
Cabot Wealth Management
Massachusetts
$251K -$23.6K -53 -9%
B
2953
BetterWealth
California
$251K -$10.2K -23 -4%
TWM
2954
TMD Wealth Management
Arizona
$251K – – –
QCIG
2955
Quad-Cities Investment Group
Iowa
$251K +$890 +2 +0.4%
APWM
2956
Atlas Private Wealth Management
New York
$249K – – –
GJCM
2957
Grand Jean Capital Management
California
$249K – – –
SA
2958
SWM Advisors
Florida
$249K – – –
FF
2959
Friedenthal Financial
New Jersey
$249K +$246K +552 New
LA
2960
Lynch & Associates
Indiana
$248K +$445 +1 +0.2%
EWM
2961
Echo Wealth Management
Minnesota
$248K +$7.12K +16 +3%
AWM
2962
Avondale Wealth Management
Texas
$248K +$111K +250 +83%
SWA
2963
ShankerValleau Wealth Advisors
Illinois
$247K -$41.4K -93 -15%
DEM
2964
Disciplined Equity Management
Florida
$247K – – –
PI
2965
Pachira Investments
California
$247K – – –
TCM
2966
Tuttle Capital Management
Connecticut
$246K -$134K -301 -36%
CWA
2967
CJM Wealth Advisers
Virginia
$245K +$445 +1 +0.2%
KFS
2968
Kurt F. Somerville
$244K – – –
UBG
2969
United Bank (Georgia)
Georgia
$244K – – –
PS
2970
Planned Solutions
California
$243K – – –
LC
2971
Lincoln Capital
Nebraska
$243K +$1.34K +3 +0.6%
FM
2972
Foster & Motley
Ohio
$243K +$6.23K +14 +3%
PGAM
2973
Princeton Global Asset Management
New Jersey
$242K -$61.4K -138 -20%
LWP
2974
Lumature Wealth Partners
Georgia
$242K -$6.68K -15 -3%
AR
2975
Apeiron RIA
Texas
$242K -$1.78K -4 -0.7%
117 118
119
120 121