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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
3001
Hexagon Capital Partners
Arkansas
$1.09M – – –
VPA
3002
Vernal Point Advisors
California
$1.08M -$9.43K -16 -0.9%
M
3003
MYeCFO
California
$1.08M +$3.54K +6 +0.3%
WFAG
3004
Wescott Financial Advisory Group
Pennsylvania
$1.08M -$8.84K -15 -0.8%
PP
3005
PrairieView Partners
Minnesota
$1.08M -$212K -360 -16%
BAM
3006
Bellevue Asset Management
Washington
$1.08M +$12.4K +21 +1%
FF
3007
Finley Financial
Nevada
$1.08M +$1.07M +1,820 New
PFC
3008
Poplar Forest Capital
California
$1.08M -$11.2K -19 -1%
VAS
3009
Valicenti Advisory Services
New York
$1.07M -$67.8K -115 -6%
WSWA
3010
Warren Street Wealth Advisors
California
$1.07M -$11.2K -19 -1%
CA
3011
Centerpoint Advisors
Massachusetts
$1.07M -$103K -175 -9%
FPGT
3012
Financial Partners Group (Tennessee)
Tennessee
$1.07M +$3.54K +6 +0.3%
VWM
3013
Vermillion Wealth Management
Minnesota
$1.07M +$1.08M +1,825 New
MCM
3014
Marathon Capital Management
Maryland
$1.07M +$380K +645 +55%
SOAG
3015
Silver Oak Advisory Group
Oregon
$1.07M -$71.9K -122 -6%
CQWA
3016
Chokshi & Queen Wealth Advisors
California
$1.07M +$1.07M +1,820 New
EPM
3017
Elm Partners Management
Pennsylvania
$1.06M -$10K -17 -0.9%
AIA
3018
Angeles Investment Advisors
California
$1.06M – – –
PVM
3019
Palogic Value Management
Texas
$1.06M – – –
MWM
3020
Mascagni Wealth Management
Mississippi
$1.06M +$1.11M +1,891 New
IA
3021
Intellus Advisors
Florida
$1.06M +$1.06M +1,805 New
CWMGO
3022
Capstone Wealth Management Group (Oregon)
Oregon
$1.06M +$1.06M +1,803 New
TPW
3023
Talon Private Wealth
Florida
$1.06M +$325K +552 +44%
SAM
3024
Sherman Asset Management
California
$1.05M +$1.06M +1,800 New
WWM
3025
WJ Wealth Management
Arizona
$1.05M -$95.4K -162 -8%
119 120
121
122 123