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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
2951
Laurel Wealth Planning
Minnesota
$1.2M -$10.9K -17 -0.9%
PCM
2952
Passive Capital Management
Maryland
$1.2M – – –
FAC
2953
Financial Advisory Corporation
Michigan
$1.2M -$83.3K -130 -7%
PM
2954
Penbrook Management
New York
$1.2M -$76.9K -120 -6%
BEW
2955
Burton Enright Welch
California
$1.19M – – –
4WM
2956
49 Wealth Management
Texas
$1.19M +$300K +468 +35%
ICM
2957
IMS Capital Management
Oregon
$1.19M -$101K -158 -8%
VIM
2958
Vista Investment Management
Pennsylvania
$1.19M -$1.28K -2 -0.1%
JWWM
2959
Johnson & White Wealth Management
Pennsylvania
$1.19M +$641 +1 +0.1%
HIA
2960
HTG Investment Advisors
Connecticut
$1.18M – – –
OWA
2961
Oak Wealth Advisors
Illinois
$1.18M +$3.21K +5 +0.3%
CWMP
2962
Clarion Wealth Managment Partners
Virginia
$1.18M +$4.49K +7 +0.4%
DWA
2963
Delta Wealth Advisors
Indiana
$1.18M -$69.2K -108 -6%
UAM
2964
Unison Asset Management
Florida
$1.18M – – –
ECM
2965
EagleClaw Capital Management
Massachusetts
$1.18M -$192K -300 -15%
BRWM
2966
Blue Rock Wealth Management
North Carolina
$1.18M +$125K +195 +12%
DWMS
2967
Dominguez Wealth Management Solutions
Virginia
$1.18M -$38.5K -60 -3%
CFS
2968
Compass Financial Services
Iowa
$1.17M +$1.92K +3 +0.2%
WFAG
2969
Wescott Financial Advisory Group
Pennsylvania
$1.17M +$1.92K +3 +0.2%
VAS
2970
Valicenti Advisory Services
New York
$1.17M – – –
JTF
2971
J. Team Financial
Texas
$1.17M +$1.13M +1,759 New
SDWIA
2972
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.17M – – –
AA
2973
AJ Advisors
Tennessee
$1.17M -$106K -166 -9%
SC
2974
Summa Corp
Texas
$1.17M -$34.6K -54 -3%
OAP
2975
One Advisory Partners
Kansas
$1.17M -$43.6K -68 -4%
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