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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2976
Petra Financial Advisors
Colorado
$329K -$62.1K -148 -17%
BWM
2977
Brown Wealth Management
Illinois
$328K +$311K +741 New
PCMM
2978
Piedmont Capital Management (Montana)
Montana
$326K -$77.2K -184 -20%
PA
2979
PSI Advisors
Florida
$325K -$52K -124 -14%
BZWA
2980
Blue Zone Wealth Advisors
California
$325K -$58.3K -139 -16%
MAG
2981
Mayfair Advisory Group
Alabama
$325K +$3.78K +9 +1%
PCM
2982
Pointe Capital Management
Michigan
$325K -$2.77M -6,604 -90%
TCM
2983
Telos Capital Management
California
$324K -$12.6K -30 -4%
CWM
2984
Certus Wealth Management
California
$323K +$306K +728 New
UBG
2985
United Bank (Georgia)
Georgia
$320K -$16.8K -40 -5%
CVM
2986
Cheviot Value Management
California
$320K -$28.5K -68 -9%
FSG
2987
Financial Strategies Group
Michigan
$320K +$303K +722 New
MCM
2988
Mendel Capital Management
Arkansas
$320K -$5.88K -14 -2%
GAM
2989
Garrison Asset Management
Arkansas
$320K -$4.2K -10 -1%
BC
2990
Brio Consultants
California
$319K +$94.8K +226 +46%
BWP
2991
Bernardo Wealth Planning
Pennsylvania
$319K +$839 +2 +0.3%
PDM
2992
Penn Davis McFarland
Texas
$319K -$4.62K -11 -2%
AWM
2993
Avaii Wealth Management
Wisconsin
$317K – – –
PBF
2994
Petix & Botte Financial
California
$317K +$94.4K +225 +46%
RIA
2995
RPG Investment Advisory
California
$315K – – –
MFA
2996
Morling Financial Advisors
California
$314K – – –
BA
2997
Bluesphere Advisors
Pennsylvania
$313K +$297K +707 New
GCA
2998
Greenwood Capital Associates
South Carolina
$313K -$68K -162 -19%
AAM
2999
Azzad Asset Management
Virginia
$313K +$296K +706 New
CCMI
3000
Creative Capital Management Investments
California
$312K – – –
118 119
120
121 122