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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
I
3276
IMPACTfolio
Colorado
$783K – – –
WCM
3277
Wealthcare Capital Management
Virginia
$783K – – –
DSAM
3278
Dock Street Asset Management
Florida
$780K +$24.4K +38 +3%
CAMV
3279
Concord Asset Management (Virginia)
Virginia
$777K -$387K -603 -34%
CRI
3280
Commonwealth Retirement Investments
Virginia
$776K – – –
GCM
3281
GKV Capital Management
California
$775K -$12.8K -20 -2%
MPCL
3282
My Personal CFO LLC
Washington
$775K -$5.92M -9,232 -89%
FWMP
3283
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$775K -$62.2K -97 -8%
VIPI
3284
Vista Investment Partners II
Indiana
$774K +$2.56K +4 +0.3%
NRW
3285
Nova R Wealth
Kansas
$773K +$57.1K +89 +8%
MIA
3286
MeadowBrook Investment Advisors
Michigan
$773K -$6.41K -10 -0.9%
NWM
3287
Nova Wealth Management
Florida
$771K -$11.5K -18 -2%
SFMG
3288
Sage Financial Management Group
Virginia
$771K – – –
GFG
3289
Grantvest Financial Group
New Jersey
$769K +$14.1K +22 +2%
UWS
3290
Unique Wealth Strategies
Illinois
$768K +$516K +805 +232%
GA
3291
Gordian Advisors
Arizona
$766K – – –
LC
3292
Lincoln Capital
Nebraska
$765K – – –
XWM
3293
Xcel Wealth Management
Florida
$764K +$75K +117 +11%
KWM
3294
KFG Wealth Management
Indiana
$764K -$641 -1 -0.1%
ACM
3295
Ardent Capital Management
Ohio
$763K – – –
WE
3296
Wealth Effects
Massachusetts
$761K -$163K -254 -18%
WH
3297
Whitcomb & Hess
Ohio
$759K +$171K +266 +30%
FA
3298
FC Advisory
Pennsylvania
$757K -$26.3K -41 -3%
MA
3299
Maxele Advisors
Missouri
$756K -$73.7K -115 -9%
TIAM2
3300
Tru Independence Asset Management 2
Oregon
$756K – – –
130 131
132
133 134