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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
3276
HighMark Wealth Management
Minnesota
$785K -$7.05K -11 -0.9%
GB
3277
Goepper Burkhardt
South Carolina
$784K – – –
WFS
3278
Weitzel Financial Services
Iowa
$784K – – –
RWM
3279
Rezny Wealth Management
Florida
$783K – – –
I
3280
IMPACTfolio
Colorado
$783K – – –
WCM
3281
Wealthcare Capital Management
Virginia
$783K – – –
DSAM
3282
Dock Street Asset Management
Florida
$780K +$24.4K +38 +3%
CAMV
3283
Concord Asset Management (Virginia)
Virginia
$777K -$387K -603 -34%
CRI
3284
Commonwealth Retirement Investments
Virginia
$776K – – –
GCM
3285
GKV Capital Management
California
$775K -$12.8K -20 -2%
MPCL
3286
My Personal CFO LLC
Washington
$775K -$5.92M -9,232 -89%
FWMP
3287
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$775K -$62.2K -97 -8%
VIPI
3288
Vista Investment Partners II
Indiana
$774K +$2.56K +4 +0.3%
NRW
3289
Nova R Wealth
Kansas
$773K +$57.1K +89 +8%
MIA
3290
MeadowBrook Investment Advisors
Michigan
$773K -$6.41K -10 -0.9%
NWM
3291
Nova Wealth Management
Florida
$771K -$11.5K -18 -2%
SFMG
3292
Sage Financial Management Group
Virginia
$771K – – –
GFG
3293
Grantvest Financial Group
New Jersey
$769K +$14.1K +22 +2%
UWS
3294
Unique Wealth Strategies
Illinois
$768K +$516K +805 +232%
GA
3295
Gordian Advisors
Arizona
$766K – – –
LC
3296
Lincoln Capital
Nebraska
$765K – – –
XWM
3297
Xcel Wealth Management
Florida
$764K +$75K +117 +11%
KWM
3298
KFG Wealth Management
Indiana
$764K -$641 -1 -0.1%
ACM
3299
Ardent Capital Management
Ohio
$763K – – –
WE
3300
Wealth Effects
Massachusetts
$761K -$163K -254 -18%
130 131
132
133 134