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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
3201
Balanced Wealth Group
Ohio
$443K +$2.99K +6 +0.7%
TWM
3202
Tanager Wealth Management
United Kingdom
$441K +$70.7K +142 +20%
RLWM
3203
RF&L Wealth Management
Massachusetts
$440K – – –
NC
3204
Napatree Capital
Rhode Island
$438K -$4.98K -10 -1%
RP
3205
Rowlandmiller & Partners
Georgia
$438K -$9.46K -19 -2%
RIA
3206
RPG Investment Advisory
California
$436K -$20.4K -41 -5%
PPA
3207
Painted Porch Advisors
California
$436K +$138K +278 +50%
PSP
3208
Pacific Sage Partners
Washington
$436K +$85.1K +171 +26%
PS
3209
Planned Solutions
California
$436K – – –
PPWP
3210
Premier Path Wealth Partners
New Jersey
$435K -$2.49K -5 -0.6%
SPWM
3211
Straight Path Wealth Management
Michigan
$435K – – –
CAMV
3212
Concord Asset Management (Virginia)
Virginia
$435K +$498 +1 +0.1%
AWMG
3213
Alliance Wealth Management Group
New Jersey
$434K +$413K +830 New
CCM
3214
Crew Capital Management
Ohio
$433K +$9.96K +20 +2%
WAM
3215
Walker Asset Management
Missouri
$432K – – –
DWM
3216
Darwin Wealth Management
Florida
$432K -$104K -208 -20%
RCA
3217
Riverview Capital Advisers
Massachusetts
$432K +$32.4K +65 +9%
VCM
3218
Vision Capital Management
Oregon
$432K -$40.3K -81 -9%
RA
3219
RiverTree Advisors
Florida
$430K – – –
MHIC
3220
Marble Harbor Investment Counsel
Massachusetts
$430K +$498 +1 +0.1%
JWM
3221
JGP Wealth Management
Oregon
$430K +$45.3K +91 +12%
TFO
3222
Tarbox Family Office
California
$429K +$18.9K +38 +5%
GSWM
3223
Greenup Street Wealth Management
Michigan
$429K -$3.46M -6,943 -87%
LFGO
3224
Legacy Financial Group (Oklahoma)
Oklahoma
$428K -$5.48K -11 -1%
TDC
3225
Thompson Davis & Co
Virginia
$428K +$1.49K +3 +0.4%
127 128
129
130 131