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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
3226
RPG Investment Advisory
California
$487K – – –
FFO
3227
Fortitude Family Office
Arizona
$487K +$226K +408 +93%
LWM
3228
Lodestone Wealth Management
Washington
$486K -$494K -894 -51%
JMFC
3229
J.M. Forbes & Co
Massachusetts
$483K – – –
RLWM
3230
RF&L Wealth Management
Massachusetts
$483K – – –
AWMG
3231
Alliance Wealth Management Group
New Jersey
$483K +$6.63K +12 +1%
BIM
3232
Barton Investment Management
Pennsylvania
$481K – – –
WMWM
3233
Whitaker-Myers Wealth Managers
Ohio
$481K -$1.01M -1,825 -69%
PSP
3234
Pacific Sage Partners
Washington
$479K +$553 +1 +0.1%
PS
3235
Planned Solutions
California
$478K – – –
S4W
3236
Solutions 4 Wealth
Texas
$477K +$553 +1 +0.1%
EW
3237
Enzi Wealth
Texas
$477K +$39.8K +72 +10%
CAMV
3238
Concord Asset Management (Virginia)
Virginia
$476K – – –
CWP
3239
Concord Wealth Partners
Virginia
$476K -$265K -480 -37%
SLG
3240
Stanley-Laman Group
Pennsylvania
$475K +$86.8K +157 +23%
ECA
3241
Elevated Capital Advisors
Utah
$475K – – –
FIC
3242
FCG Investment Company
Tennessee
$473K +$60.8K +110 +15%
AWC
3243
Adamsbrown Wealth Consultants
Kansas
$472K +$1.11K +2 +0.2%
RFN
3244
Redwood Financial Network
Ohio
$471K +$13.3K +24 +3%
TFO
3245
Tarbox Family Office
California
$471K -$553 -1 -0.1%
CCM
3246
Compass Capital Management
Minnesota
$470K -$2.77K -5 -0.6%
HHGA
3247
Halbert Hargrove Global Advisors
California
$469K -$138K -250 -23%
WMA
3248
Wealth Management Associates
New Jersey
$469K – – –
HWP
3249
Heritage Wealth Partners
Ohio
$468K -$8.29K -15 -2%
WAM
3250
WealthTrust Asset Management
Florida
$467K -$208K -377 -32%
128 129
130
131 132