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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TIAM2
3251
Tru Independence Asset Management 2
Oregon
$770K – – –
SFG
3252
Seamount Financial Group
Colorado
$770K +$215K +365 +39%
RCP
3253
Rothschild Capital Partners
New York
$769K +$2.36K +4 +0.3%
IIM
3254
Ipswich Investment Management
Massachusetts
$768K -$11.8K -20 -2%
PWA
3255
Physician Wealth Advisors
Utah
$767K +$128K +217 +20%
WAG
3256
Windsor Advisory Group
Ohio
$767K -$77.8K -132 -9%
CPCM
3257
Cardinal Point Capital Management
Ontario, Canada
$766K +$2.36K +4 +0.3%
LBWM
3258
Left Brain Wealth Management
Illinois
$765K -$73.1K -124 -9%
MF
3259
Manuka Financial
Virginia
$763K +$766K +1,301 New
WTFG
3260
Wells Trecaso Financial Group
Ohio
$760K -$14.7K -25 -2%
DOA
3261
D'Orazio & Associates
Virginia
$760K +$589 +1 +0.1%
CIG
3262
Cascade Investment Group
Colorado
$759K -$15.3K -26 -2%
FWM
3263
FSA Wealth Management
Massachusetts
$759K +$1.18K +2 +0.2%
DWM
3264
Drive Wealth Management
Utah
$758K -$16.5K -28 -2%
CBTWT
3265
Community Bank & Trust (Waco, Texas)
Texas
$758K +$20K +34 +3%
GOCP
3266
Great Oak Capital Partners
Massachusetts
$756K +$589 +1 +0.1%
RA
3267
Rise Advisors
New York
$756K +$92.5K +157 +14%
4WM
3268
4J Wealth Management
Virginia
$754K – – –
CMBA
3269
C.M. Bidwell & Associates
Hawaii
$753K – – –
SIC
3270
SJS Investment Consulting
Ohio
$753K – – –
PPC
3271
Pennington Partners & Co
Maryland
$752K +$754K +1,279 New
IP
3272
Investment Partners
Ohio
$751K +$589 +1 +0.1%
SLA
3273
Silver Lake Advisory
Utah
$751K +$43K +73 +6%
SC
3274
Scholtz & Company
Connecticut
$751K -$41.8K -71 -5%
EFP
3275
Elser Financial Planning
Indiana
$751K +$755K +1,281 New
129 130
131
132 133