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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
3226
Compass Capital Management
Minnesota
$449K -$49.2K -94 -10%
DWM
3227
Drive Wealth Management
Utah
$449K +$4.19K +8 +1%
RF
3228
Robbins Farley
New Hampshire
$448K +$11K +21 +3%
TFO
3229
Tarbox Family Office
California
$447K – – –
AWC
3230
Adamsbrown Wealth Consultants
Kansas
$446K +$6.28K +12 +1%
TIA
3231
Tandem Investment Advisors
South Carolina
$446K -$186K -355 -30%
VCM
3232
Vision Capital Management
Oregon
$445K -$3.66K -7 -0.8%
WMA
3233
Wealth Management Associates
New Jersey
$445K – – –
RA
3234
RiverTree Advisors
Florida
$445K -$3.14K -6 -0.7%
ATI
3235
ARK & TLK Investments
Oklahoma
$443K – – –
MHIC
3236
Marble Harbor Investment Counsel
Massachusetts
$443K -$4.19K -8 -1%
ACM
3237
Academy Capital Management
Texas
$443K – – –
CCWM
3238
Correct Capital Wealth Management
Missouri
$442K -$1.74M -3,324 -80%
AHC
3239
Adell Harriman & Carpenter
Texas
$440K +$78.5K +150 +23%
TDWM
3240
Topel & Distasi Wealth Management
California
$439K -$5.76K -11 -1%
HA
3241
HC Advisors
Georgia
$439K -$1.72M -3,291 -80%
WFA
3242
WestHill Financial Advisors
California
$438K – – –
LFGO
3243
Legacy Financial Group (Oklahoma)
Oklahoma
$438K -$6.8K -13 -2%
MSWM
3244
Mowery & Schoenfeld Wealth Management
Illinois
$438K -$406K -775 -49%
EAM
3245
Eagle Asset Management
Florida
$438K +$420K +803 New
BBI
3246
Baxter Bros Inc
Connecticut
$436K +$6.8K +13 +2%
CFG
3247
Cambridge Financial Group
Ohio
$435K -$28.8K -55 -6%
CWAG
3248
Compton Wealth Advisory Group
Virginia
$435K – – –
BG
3249
Bollard Group
Massachusetts
$435K -$1.88M -3,600 -82%
CTFG
3250
Capstone Triton Financial Group
Oklahoma
$435K -$9.42K -18 -2%
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130
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