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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
3201
Hemington Wealth Management
Virginia
$461K -$3.66K -7 -0.8%
BZWA
3202
Blue Zone Wealth Advisors
California
$459K +$27.2K +52 +7%
MIS
3203
Morningstar Investment Services
Illinois
$459K -$65.4K -125 -13%
RLWM
3204
RF&L Wealth Management
Massachusetts
$458K – – –
JMFC
3205
J.M. Forbes & Co
Massachusetts
$458K +$441K +842 New
PFA
3206
Professional Financial Advisors
Nebraska
$458K +$60.2K +115 +16%
PPA
3207
Painted Porch Advisors
California
$458K +$4.19K +8 +1%
BIM
3208
Barton Investment Management
Pennsylvania
$457K -$102K -195 -19%
RP
3209
Rowlandmiller & Partners
Georgia
$456K – – –
PS
3210
Planned Solutions
California
$453K – – –
PSP
3211
Pacific Sage Partners
Washington
$453K – – –
AWM
3212
Ariadne Wealth Management
California
$453K +$434K +829 New
HWA
3213
HHM Wealth Advisors
Tennessee
$453K +$64.9K +124 +18%
SPWM
3214
Straight Path Wealth Management
Michigan
$452K – – –
HWP
3215
Heritage Wealth Partners
Ohio
$452K -$318K -607 -42%
CAMV
3216
Concord Asset Management (Virginia)
Virginia
$452K -$523 -1 -0.1%
AWMG
3217
Alliance Wealth Management Group
New Jersey
$452K – – –
S4W
3218
Solutions 4 Wealth
Texas
$452K -$31.4K -60 -7%
RF
3219
Robinswood Financial
Washington
$451K +$119K +227 +38%
ECA
3220
Elevated Capital Advisors
Utah
$451K -$258K -492 -37%
CCM
3221
Crew Capital Management
Ohio
$451K – – –
RFWA
3222
RPg Family Wealth Advisory
Massachusetts
$450K -$103K -196 -19%
RA
3223
Rise Advisors
New York
$449K +$25.1K +48 +6%
CCM
3224
Compass Capital Management
Minnesota
$449K -$49.2K -94 -10%
DWM
3225
Drive Wealth Management
Utah
$449K +$4.19K +8 +1%
127 128
129
130 131