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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3126
BKM Wealth Management
Wisconsin
$922K -$97.2K -165 -9%
EI
3127
Ethic Inc
New York
$921K +$58.3K +99 +7%
GGS
3128
Galvin Gaustad & Stein
Arizona
$921K +$5.3K +9 +0.6%
BWP
3129
Bernardo Wealth Planning
Pennsylvania
$919K -$1.18K -2 -0.1%
AA
3130
AJ Advisors
Tennessee
$918K +$2.95K +5 +0.3%
RF
3131
Rossby Financial
Florida
$915K +$920K +1,561 New
AWM
3132
AAF Wealth Management
Massachusetts
$915K +$282K +478 +44%
EBWM
3133
Eagle Bluffs Wealth Management
Missouri
$914K – – –
WBCM
3134
Wilson & Boucher Capital Management
California
$913K -$154K -262 -14%
OWM
3135
Opes Wealth Management
California
$913K +$49.5K +84 +6%
BWM
3136
Birchcreek Wealth Management
Ohio
$912K – – –
VFIC
3137
Valley Forge Investment Consultants
Pennsylvania
$907K +$589K +1,000 +183%
TBC
3138
Ted Buchan & Co
California
$907K +$41.8K +71 +5%
LTI
3139
Laffer Tengler Investments
Tennessee
$906K -$140K -238 -13%
PPWM
3140
PFG Private Wealth Management
Florida
$905K – – –
CA
3141
Capital Advantage
California
$903K +$908K +1,541 New
A
3142
Argentarii
Ohio
$901K +$906K +1,538 New
SW
3143
Solidarity Wealth
Utah
$901K +$141K +240 +19%
HCM
3144
Hilton Capital Management
New York
$900K – – –
GIA
3145
GHP Investment Advisors
Colorado
$899K +$13.6K +23 +2%
VFG
3146
Victory Financial Group
Texas
$896K +$900K +1,528 New
RWM
3147
Ruedi Wealth Management
Illinois
$895K -$37.7K -64 -4%
FF
3148
Fortitude Financial
Washington
$894K +$899K +1,526 New
GI
3149
Gradient Investments
Minnesota
$892K +$305K +517 +51%
4WM
3150
49 Wealth Management
Texas
$892K -$648K -1,100 -42%
124 125
126
127 128