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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
VFPW
3076
Vantage Financial Partners (Wisconsin)
Wisconsin
$511K +$478K +1,074 New
AFM
3077
Abbot Financial Management
Massachusetts
$510K +$20K +45 +4%
SL
3078
SFM LLC
New Hampshire
$510K +$478K +1,074 New
CWA
3079
Canvas Wealth Advisors
Kansas
$508K +$248K +557 +109%
HWMC
3080
Heritage Wealth Management (California)
California
$505K +$474K +1,063 New
CM
3081
Columbus Macro
Pennsylvania
$503K – – –
CWM
3082
Cabot Wealth Management
Massachusetts
$503K +$245K +549 +108%
NRW
3083
Nova R Wealth
Kansas
$503K – – –
KCM
3084
KRS Capital Management
Michigan
$502K – – –
GSEP
3085
Golden State Equity Partners
California
$502K +$7.13K +16 +2%
DAM
3086
Derbend Asset Management
Georgia
$501K +$470K +1,055 New
CEI
3087
Clark Estates Inc
New York
$501K – – –
CNFG
3088
Creegan & Nassoura Financial Group
New Hampshire
$499K – – –
SSW
3089
Smith Shellnut Wilson
Mississippi
$499K +$92.7K +208 +25%
OCM
3090
Orleans Capital Management
Louisiana
$496K – – –
SNB
3091
Security National Bank
Nebraska
$496K – – –
LI
3092
LVZ Inc
Michigan
$495K +$69K +155 +17%
ELM
3093
Elite Life Management
Florida
$495K +$464K +1,041 New
NF
3094
NavPoint Financial
Minnesota
$494K +$462K +1,038 New
QHA
3095
Quarry Hill Advisors
Minnesota
$493K – – –
WP
3096
Wealthspan Partners
Iowa
$493K -$891 -2 -0.2%
RPG
3097
Resource Planning Group
Georgia
$493K +$1.78K +4 +0.4%
EWM
3098
Elmwood Wealth Management
California
$492K – – –
CCM
3099
Coerente Capital Management
Ontario, Canada
$492K +$461K +1,035 New
DWM
3100
Darwin Wealth Management
Florida
$491K -$69.5K -156 -13%
122 123
124
125 126