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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
3176
Bogart Wealth LLC
Virginia
$1.22M +$537K +794 +80%
SDWIA
3177
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.21M +$13.5K +20 +1%
HIA
3178
HTG Investment Advisors
Connecticut
$1.21M – – –
VIM
3179
Vista Investment Management
Pennsylvania
$1.21M -$2.7K -4 -0.2%
PCM
3180
Passive Capital Management
Maryland
$1.21M -$16.9K -25 -1%
CWMP
3181
Clarion Wealth Managment Partners
Virginia
$1.21M +$1.35K +2 +0.1%
FAC
3182
Financial Advisory Corporation
Michigan
$1.21M -$16.2K -24 -1%
DWMS
3183
Dominguez Wealth Management Solutions
Virginia
$1.21M +$1.35K +2 +0.1%
DWA
3184
Delta Wealth Advisors
Indiana
$1.21M – – –
OAP
3185
One Advisory Partners
Kansas
$1.21M +$3.38K +5 +0.3%
UAM
3186
Unison Asset Management
Florida
$1.21M – – –
CA
3187
COFG Advisors
Illinois
$1.2M +$1.19M +1,764 New
AF
3188
Align Financial
Minnesota
$1.2M +$1.19M +1,760 New
VWM
3189
Vermillion Wealth Management
Minnesota
$1.2M +$37.2K +55 +3%
CQWA
3190
Chokshi & Queen Wealth Advisors
California
$1.19M -$46K -68 -4%
WFAG
3191
Wescott Financial Advisory Group
Pennsylvania
$1.19M -$5.41K -8 -0.5%
OWM
3192
Opes Wealth Management
California
$1.19M +$32.4K +48 +3%
VH
3193
Visionary Horizons
Tennessee
$1.19M +$41.9K +62 +4%
IPW
3194
Intergy Private Wealth
Colorado
$1.19M +$38.5K +57 +3%
LOPW
3195
Live Oak Private Wealth
North Carolina
$1.18M +$676 +1 +0.1%
GCM
3196
Goldstream Capital Management
Hong Kong
$1.18M +$585K +866 +100%
RAM
3197
Reflection Asset Management
South Carolina
$1.18M +$1.16M +1,713 New
DWM
3198
DKM Wealth Management
California
$1.17M +$6.76K +10 +0.6%
PM
3199
Penbrook Management
New York
$1.17M -$50.7K -75 -4%
BFP
3200
Briaud Financial Planning
Texas
$1.17M +$512K +757 +79%
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128
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