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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
IAP
3226
Indie Asset Partners
Indiana
$836K +$16K +25 +2%
DFP
3227
Defined Financial Planning
California
$835K +$796K +1,241 New
WTFG
3228
Wells Trecaso Financial Group
Ohio
$833K -$23.7K -37 -3%
S4W
3229
Solutions 4 Wealth
Texas
$832K +$73.1K +114 +10%
GWP
3230
Gen-Wealth Partners
Michigan
$830K +$97.4K +152 +14%
1CP
3231
17 Capital Partners
Arizona
$829K – – –
HKIM
3232
Hayek Kallen Investment Management
Alabama
$829K +$39.7K +62 +5%
EA
3233
Ellsworth Advisors
Ohio
$828K +$533K +831 +201%
HP
3234
HT Partners
Connecticut
$827K – – –
NPPM
3235
North Point Portfolio Managers
Ohio
$826K -$1.92K -3 -0.2%
APM
3236
a16z Perennial Management
California
$825K +$794K +1,239 New
CIA
3237
Cape Investment Advisory
Georgia
$825K -$3.44M -5,371 -81%
PAW
3238
Plan A Wealth
Nebraska
$824K +$277K +432 +54%
MCA
3239
Millennium Capital Advisors
Arkansas
$822K -$134K -209 -14%
WTB
3240
Washington Trust Bank
Washington
$821K -$146K -227 -16%
PPWP
3241
Premier Path Wealth Partners
New Jersey
$818K +$141M +220,003 +24,581%
MMM
3242
Mendel Money Management
Illinois
$815K +$106K +166 +16%
TVM
3243
True Vision MN
Minnesota
$815K +$279K +436 +56%
MFS
3244
Miller Financial Services
Michigan
$809K +$123K +192 +19%
GHA
3245
Granite Harbor Advisors
Texas
$808K – – –
HCM
3246
Hall Capital Management
Rhode Island
$808K – – –
CMMS
3247
Comprehensive Money Management Services
Florida
$807K – – –
JC
3248
JB Capital
Connecticut
$807K -$12.2K -19 -2%
MCA
3249
Magnolia Capital Advisors
Mississippi
$806K +$7.05K +11 +0.9%
CFG
3250
Carr Financial Group
Massachusetts
$805K -$1.92K -3 -0.2%
128 129
130
131 132