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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CTFG
3226
Capstone Triton Financial Group
Oklahoma
$427K – – –
DWM
3227
Drive Wealth Management
Utah
$427K -$456K -915 -53%
TDWM
3228
Topel & Distasi Wealth Management
California
$427K -$36.3K -73 -8%
LL
3229
LPWM LLC
Minnesota
$426K +$5.97K +12 +1%
ATI
3230
ARK & TLK Investments
Oklahoma
$426K – – –
ACM
3231
Academy Capital Management
Texas
$425K -$28.4K -57 -7%
PGIM
3232
Pacific Global Investment Management
California
$424K +$27.9K +56 +7%
AWC
3233
Adamsbrown Wealth Consultants
Kansas
$423K +$996 +2 +0.2%
WFA
3234
WestHill Financial Advisors
California
$421K – – –
RF
3235
Robbins Farley
New Hampshire
$420K +$1.99K +4 +0.5%
CWAG
3236
Compton Wealth Advisory Group
Virginia
$418K +$398K +800 New
SDIC
3237
South Dakota Investment Council
South Dakota
$418K +$398K +800 New
EFS
3238
Econ Financial Services
Pennsylvania
$415K -$907K -1,822 -70%
LL
3239
LWMG LLC
Minnesota
$415K -$225K -451 -36%
EWA
3240
Emergent Wealth Advisors
New York
$415K -$2.49K -5 -0.6%
RVM
3241
Robinson Value Management
Texas
$414K -$2.9M -5,830 -88%
BZWA
3242
Blue Zone Wealth Advisors
California
$414K +$34.9K +70 +10%
HAC
3243
Harbor Advisory Corp
New Hampshire
$414K – – –
WFMPM
3244
Woodley Farra Manion Portfolio Management
Indiana
$414K -$303K -608 -44%
CCMI
3245
Creative Capital Management Investments
California
$413K +$43.3K +87 +12%
BBI
3246
Baxter Bros Inc
Connecticut
$412K +$8.46K +17 +2%
BWA
3247
Boulder Wealth Advisors
Colorado
$412K +$392K +787 New
IC
3248
Iconiq Capital
California
$410K -$7.47K -15 -2%
SFG
3249
SevenBridge Financial Group
Pennsylvania
$410K -$4.98K -10 -1%
EU
3250
Emory University
Georgia
$409K -$7.97K -16 -2%
128 129
130
131 132