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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
3201
Greenwood Gearhart
Arkansas
$461K +$116K +221 +35%
LL
3202
LPWM LLC
Minnesota
$461K +$1.05K +2 +0.2%
HWM
3203
Hemington Wealth Management
Virginia
$461K -$3.66K -7 -0.8%
BZWA
3204
Blue Zone Wealth Advisors
California
$459K +$27.2K +52 +7%
MIS
3205
Morningstar Investment Services
Illinois
$459K -$65.4K -125 -13%
RLWM
3206
RF&L Wealth Management
Massachusetts
$458K – – –
JMFC
3207
J.M. Forbes & Co
Massachusetts
$458K +$441K +842 New
PFA
3208
Professional Financial Advisors
Nebraska
$458K +$60.2K +115 +16%
PPA
3209
Painted Porch Advisors
California
$458K +$4.19K +8 +1%
BIM
3210
Barton Investment Management
Pennsylvania
$457K -$102K -195 -19%
RP
3211
Rowlandmiller & Partners
Georgia
$456K – – –
PS
3212
Planned Solutions
California
$453K – – –
PSP
3213
Pacific Sage Partners
Washington
$453K – – –
AWM
3214
Ariadne Wealth Management
California
$453K +$434K +829 New
HWA
3215
HHM Wealth Advisors
Tennessee
$453K +$64.9K +124 +18%
SPWM
3216
Straight Path Wealth Management
Michigan
$452K – – –
HWP
3217
Heritage Wealth Partners
Ohio
$452K -$318K -607 -42%
CAMV
3218
Concord Asset Management (Virginia)
Virginia
$452K -$523 -1 -0.1%
AWMG
3219
Alliance Wealth Management Group
New Jersey
$452K – – –
S4W
3220
Solutions 4 Wealth
Texas
$452K -$31.4K -60 -7%
RF
3221
Robinswood Financial
Washington
$451K +$119K +227 +38%
ECA
3222
Elevated Capital Advisors
Utah
$451K -$258K -492 -37%
CCM
3223
Crew Capital Management
Ohio
$451K – – –
RFWA
3224
RPg Family Wealth Advisory
Massachusetts
$450K -$103K -196 -19%
RA
3225
Rise Advisors
New York
$449K +$25.1K +48 +6%
127 128
129
130 131