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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
3176
Seamount Financial Group
Colorado
$480K +$55.5K +106 +14%
DWM
3177
Dopkins Wealth Management
New York
$479K -$4.71K -9 -1%
AG
3178
Advocate Group
Minnesota
$478K – – –
EPWM
3179
Essex Private Wealth Management
Massachusetts
$478K – – –
BBW
3180
Blue Barn Wealth
Utah
$477K -$3.14K -6 -0.7%
JWM
3181
JGP Wealth Management
Oregon
$476K +$28.3K +54 +7%
SW
3182
Solidarity Wealth
Utah
$476K +$59.7K +114 +15%
EBA
3183
Eagle Bay Advisors
New York
$474K +$80.6K +154 +22%
PGIM
3184
Pacific Global Investment Management
California
$472K +$29.3K +56 +7%
WA
3185
WP Advisors
California
$472K +$118K +225 +35%
BWL
3186
Bogart Wealth LLC
Virginia
$471K -$58.6K -112 -11%
SP
3187
SWS Partners
Ohio
$471K +$453K +865 New
CB
3188
Chris Bulman
California
$471K +$453K +865 New
SIAG
3189
Signet Investment Advisory Group
Rhode Island
$469K +$100K +192 +29%
WWM
3190
Whalen Wealth Management
Nevada
$467K +$43.4K +83 +11%
DC
3191
DeDora Capital
California
$466K – – –
WAM
3192
Walker Asset Management
Missouri
$466K +$15.7K +30 +4%
KMWM
3193
Keudell/Morrison Wealth Management
Oregon
$465K +$99.4K +190 +29%
JAFL
3194
Jay A. Fishman Ltd
Michigan
$465K – – –
PWM
3195
Prosperity Wealth Management
California
$464K -$39.8K -76 -8%
BWG
3196
Balanced Wealth Group
Ohio
$464K – – –
AWMS
3197
Advocacy Wealth Management Services
Georgia
$464K -$422K -807 -49%
RIA
3198
RPG Investment Advisory
California
$462K +$7.85K +15 +2%
GG
3199
Greenwood Gearhart
Arkansas
$461K +$116K +221 +35%
LL
3200
LPWM LLC
Minnesota
$461K +$1.05K +2 +0.2%
126 127
128
129 130