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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
S
3151
SimplyRich
California
$452K +$424K +952 New
FPCG
3152
Fort Pitt Capital Group
Pennsylvania
$451K – – –
AFWM
3153
AMJ Financial Wealth Management
Virginia
$449K +$9.36K +21 +2%
CRI
3154
Colonial River Investments
Virginia
$448K -$134K -301 -24%
GSAM
3155
Grant Street Asset Management
Pennsylvania
$448K +$445 +1 +0.1%
WMA
3156
Wealth Management Associates
New Jersey
$448K +$123K +275 +41%
CM
3157
Cornerstone Management
Georgia
$447K – – –
CA
3158
CapWealth Advisors
Tennessee
$447K -$105K -235 -20%
MKA
3159
M. Kulyk & Associates
Georgia
$447K +$41.9K +94 +11%
KFSC
3160
Keystone Financial Services (Colorado)
Colorado
$447K – – –
MIA
3161
MeadowBrook Investment Advisors
Michigan
$446K +$418K +939 New
RCM
3162
Requisite Capital Management
Texas
$446K +$418K +938 New
AWP
3163
Avid Wealth Partners
Texas
$445K +$417K +937 New
MAC
3164
Mason & Associates (California)
California
$444K – – –
LC
3165
Landaas & Company
Wisconsin
$443K – – –
FC
3166
Fulcrum Capital
Washington
$442K – – –
PGAM
3167
Princeton Global Asset Management
New Jersey
$441K +$133K +298 +47%
VT
3168
Vise Technologies
New York
$440K +$18.7K +42 +5%
DCM
3169
DGS Capital Management
New Jersey
$440K – – –
LAS
3170
Legacy Advisory Services
Pennsylvania
$439K +$411K +923 New
TPW
3171
Transatlantique Private Wealth
New York
$439K – – –
FSCM
3172
Front Street Capital Management
Montana
$438K +$2.67K +6 +0.7%
MAM
3173
MWA Asset Management
Massachusetts
$436K -$445 -1 -0.1%
WA
3174
Waterford Advisors
New York
$434K – – –
CST
3175
Charles Schwab Trust
Nevada
$434K – – –
125 126
127
128 129