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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
3251
Cooper Capital Advisors
California
$773K +$777K +1,319 New
TIAM2
3252
Tru Independence Asset Management 2
Oregon
$770K – – –
SFG
3253
Seamount Financial Group
Colorado
$770K +$215K +365 +39%
RCP
3254
Rothschild Capital Partners
New York
$769K +$2.36K +4 +0.3%
IIM
3255
Ipswich Investment Management
Massachusetts
$768K -$11.8K -20 -2%
PWA
3256
Physician Wealth Advisors
Utah
$767K +$128K +217 +20%
WAG
3257
Windsor Advisory Group
Ohio
$767K -$77.8K -132 -9%
CPCM
3258
Cardinal Point Capital Management
Ontario, Canada
$766K +$2.36K +4 +0.3%
LBWM
3259
Left Brain Wealth Management
Illinois
$765K -$73.1K -124 -9%
BWM
3260
Bullock Wealth Management
Indiana
$763K +$78.4K +133 +11%
MF
3261
Manuka Financial
Virginia
$763K +$766K +1,301 New
WTFG
3262
Wells Trecaso Financial Group
Ohio
$760K -$14.7K -25 -2%
DOA
3263
D'Orazio & Associates
Virginia
$760K +$589 +1 +0.1%
CIG
3264
Cascade Investment Group
Colorado
$759K -$15.3K -26 -2%
FWM
3265
FSA Wealth Management
Massachusetts
$759K +$1.18K +2 +0.2%
DWM
3266
Drive Wealth Management
Utah
$758K -$16.5K -28 -2%
CBTWT
3267
Community Bank & Trust (Waco, Texas)
Texas
$758K +$20K +34 +3%
GOCP
3268
Great Oak Capital Partners
Massachusetts
$756K +$589 +1 +0.1%
RA
3269
Rise Advisors
New York
$756K +$92.5K +157 +14%
4WM
3270
4J Wealth Management
Virginia
$754K – – –
CMBA
3271
C.M. Bidwell & Associates
Hawaii
$753K – – –
SIC
3272
SJS Investment Consulting
Ohio
$753K – – –
PPC
3273
Pennington Partners & Co
Maryland
$752K +$754K +1,279 New
IP
3274
Investment Partners
Ohio
$751K +$589 +1 +0.1%
SLA
3275
Silver Lake Advisory
Utah
$751K +$43K +73 +6%
129 130
131
132 133