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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
3101
Braun-Bostich & Associates
Pennsylvania
$271K -$19.1K -43 -6%
CWA
3102
CJM Wealth Advisers
Virginia
$270K +$281K +632 New
1WA
3103
180 Wealth Advisors
Washington
$270K – – –
UBG
3104
United Bank (Georgia)
Georgia
$269K -$41.4K -93 -13%
PGAM
3105
Princeton Global Asset Management
New Jersey
$269K -$24.5K -55 -8%
CA
3106
Carson Advisory
Georgia
$268K – – –
GG
3107
Greenwood Gearhart
Arkansas
$268K -$55.6K -125 -17%
PD
3108
Planning Directions
Pennsylvania
$266K +$48.9K +110 +21%
CNBT
3109
Cornerstone National Bank & Trust
Illinois
$265K – – –
PWS
3110
Peloton Wealth Strategists
Indiana
$265K +$4.45K +10 +2%
CFG
3111
CKW Financial Group
Hawaii
$265K +$36.5K +82 +15%
BOSSRA
3112
B.O.S.S. Retirement Advisors
Utah
$264K -$21.8K -49 -7%
CFSG
3113
Clark Financial Services Group
Missouri
$264K -$3.11K -7 -1%
MCP
3114
Mirador Capital Partners
California
$263K +$16.9K +38 +7%
DCM
3115
Dudley Capital Management
Virginia
$263K -$32K -72 -10%
SA
3116
swisspartners Advisors
Switzerland
$262K -$4.45K -10 -1%
ACA
3117
Anchor Capital Advisors
Massachusetts
$262K – – –
BFP
3118
Briaud Financial Planning
Texas
$262K +$274K +615 New
PW
3119
Peninsula Wealth
California
$262K – – –
PIFP
3120
Partners in Financial Planning
Virginia
$262K +$445 +1 +0.2%
BFA
3121
Brown Financial Advisory
Alabama
$259K -$21.3K -48 -7%
FDDB
3122
Fidelity D&D Bancorp
Pennsylvania
$259K +$270K +606 New
SCA
3123
SMH Capital Advisors
Texas
$259K -$42.7K -96 -14%
CW
3124
Channel Wealth
California
$259K +$20.9K +47 +8%
CWM
3125
Cedar Wealth Management
California
$259K -$22.2K -50 -8%
123 124
125
126 127