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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
GF
3051
Gimbal Financial
Indiana
$533K +$499K +1,121 New
PPWM
3052
Paragon Private Wealth Management
Kentucky
$532K +$499K +1,120 New
I
3053
IMPACTfolio
Colorado
$532K – – –
LAIC
3054
Lederer & Associates Investment Counsel
California
$532K – – –
HFP
3055
Holistic Financial Partners
Indiana
$532K -$89.5K -201 -15%
CP
3056
Covenant Partners
Tennessee
$530K +$497K +1,116 New
AMM
3057
American Money Management
California
$530K +$891 +2 +0.2%
SIG
3058
Stonegate Investment Group
Alabama
$529K +$8.91K +20 +2%
BWP
3059
Bernardo Wealth Planning
Pennsylvania
$527K +$104K +233 +27%
HSWM
3060
Hubbell Strickland Wealth Management
Louisiana
$526K +$891 +2 +0.2%
AFIA
3061
America First Investment Advisors
Nebraska
$524K +$1.78K +4 +0.4%
DB
3062
Dravo Bay
Delaware
$524K +$491K +1,102 New
ECM
3063
EMC Capital Management
Texas
$523K -$401K -900 -45%
CPW
3064
Cove Private Wealth
New York
$523K +$490K +1,100 New
HHGA
3065
Halbert Hargrove Global Advisors
California
$521K -$216K -484 -31%
PA
3066
PFW Advisors
Georgia
$520K – – –
CWR
3067
Chico Wealth RIA
California
$519K +$487K +1,093 New
TFM
3068
Trademark Financial Management
Minnesota
$519K +$487K +1,093 New
AWM
3069
AAF Wealth Management
Massachusetts
$519K +$891 +2 +0.2%
HBW
3070
Hazlett, Burt & Watson
West Virginia
$519K -$135K -304 -22%
IWA
3071
IVC Wealth Advisors
Pennsylvania
$519K -$17.8K -40 -4%
TWP
3072
Total Wealth Planning
Ohio
$517K +$73.1K +164 +18%
SP
3073
Stonebrook Private
Michigan
$512K +$480K +1,077 New
SIC
3074
SJS Investment Consulting
Ohio
$512K – – –
CFGF
3075
Compass Financial Group (Florida)
Florida
$511K -$12.9K -29 -3%
121 122
123
124 125