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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
3301
KFG Wealth Management
Indiana
$709K -$38.9K -68 -6%
ACM
3302
Ardent Capital Management
Ohio
$708K +$14.3K +25 +2%
LC
3303
Lincoln Capital
Nebraska
$707K – – –
SRC
3304
Shufro Rose & Co
New York
$705K – – –
S4W
3305
Solutions 4 Wealth
Texas
$701K +$312K +546 +93%
TIAM2
3306
Tru Independence Asset Management 2
Oregon
$701K -$154K -270 -19%
BCFS
3307
Butensky & Cohen Financial Security
Florida
$701K -$14.9K -26 -2%
BBA
3308
Braun-Bostich & Associates
Pennsylvania
$701K +$25.2K +44 +4%
WWA
3309
Wealth Watch Advisors
Colorado
$701K +$232K +405 +42%
PCM
3310
Pointe Capital Management
Michigan
$701K -$20.6K -36 -3%
DSAM
3311
Dock Street Asset Management
Florida
$700K -$22.9K -40 -3%
IWA
3312
IVC Wealth Advisors
Pennsylvania
$700K +$572 +1 +0.1%
GFG
3313
Grantvest Financial Group
New Jersey
$699K +$41.7K +73 +7%
BWIA
3314
Bryant Woods Investment Advisors
New York
$699K -$68.6K -120 -10%
IWB
3315
Innovative Wealth Building
Maryland
$698K -$9.72K -17 -1%
SL
3316
SWMG LLC
Texas
$698K -$15.4K -27 -2%
KAM
3317
Kraft Asset Management
Tennessee
$696K -$101K -176 -14%
CLOS
3318
Compagnie Lombard Odier SCmA
Switzerland
$695K +$423K +740 +192%
FF
3319
Financial Futures
New Jersey
$695K +$114K +200 +22%
CWM
3320
Certus Wealth Management
California
$694K – – –
EF
3321
Exeter Financial
Arizona
$691K – – –
BCM
3322
Beck Capital Management
Texas
$689K +$21.7K +38 +4%
AFA
3323
Avant Financial Advisors
Texas
$688K – – –
AIC
3324
Allodium Investment Consultants
Minnesota
$688K – – –
ACM
3325
Altrius Capital Management
North Carolina
$687K -$57.7K -101 -8%
131 132
133
134 135