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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
VPA
3001
Vernal Point Advisors
California
$1.08M -$9.43K -16 -0.9%
M
3002
MYeCFO
California
$1.08M +$3.54K +6 +0.3%
WFAG
3003
Wescott Financial Advisory Group
Pennsylvania
$1.08M -$8.84K -15 -0.8%
PP
3004
PrairieView Partners
Minnesota
$1.08M -$212K -360 -16%
BAM
3005
Bellevue Asset Management
Washington
$1.08M +$12.4K +21 +1%
FF
3006
Finley Financial
Nevada
$1.08M +$1.07M +1,820 New
PFC
3007
Poplar Forest Capital
California
$1.08M -$11.2K -19 -1%
VAS
3008
Valicenti Advisory Services
New York
$1.07M -$67.8K -115 -6%
WSWA
3009
Warren Street Wealth Advisors
California
$1.07M -$11.2K -19 -1%
CA
3010
Centerpoint Advisors
Massachusetts
$1.07M -$103K -175 -9%
FPGT
3011
Financial Partners Group (Tennessee)
Tennessee
$1.07M +$3.54K +6 +0.3%
VWM
3012
Vermillion Wealth Management
Minnesota
$1.07M +$1.08M +1,825 New
MCM
3013
Marathon Capital Management
Maryland
$1.07M +$380K +645 +55%
SOAG
3014
Silver Oak Advisory Group
Oregon
$1.07M -$71.9K -122 -6%
CQWA
3015
Chokshi & Queen Wealth Advisors
California
$1.07M +$1.07M +1,820 New
EPM
3016
Elm Partners Management
Pennsylvania
$1.06M -$10K -17 -0.9%
AIA
3017
Angeles Investment Advisors
California
$1.06M – – –
PVM
3018
Palogic Value Management
Texas
$1.06M – – –
MWM
3019
Mascagni Wealth Management
Mississippi
$1.06M +$1.11M +1,891 New
IA
3020
Intellus Advisors
Florida
$1.06M +$1.06M +1,805 New
CWMGO
3021
Capstone Wealth Management Group (Oregon)
Oregon
$1.06M +$1.06M +1,803 New
TPW
3022
Talon Private Wealth
Florida
$1.06M +$325K +552 +44%
SAM
3023
Sherman Asset Management
California
$1.05M +$1.06M +1,800 New
WWM
3024
WJ Wealth Management
Arizona
$1.05M -$95.4K -162 -8%
VIM
3025
Vista Investment Management
Pennsylvania
$1.05M -$14.1K -24 -1%
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121
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