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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PRI
3301
Prepared Retirement Institute
Pennsylvania
$929K +$680 +1 +0.1%
HWMC
3302
Heritage Wealth Management (California)
California
$926K +$304K +447 +46%
GOCP
3303
Great Oak Capital Partners
Massachusetts
$926K +$2.04K +3 +0.2%
SAM
3304
Steinberg Asset Management
New York
$925K – – –
PCI
3305
Planning Center Inc
Illinois
$923K – – –
HIC
3306
Hamrick Investment Counsel
Washington
$923K +$962K +1,415 New
CW
3307
Code Waechter
Florida
$922K – – –
HWP
3308
Highline Wealth Partners
California
$922K +$494K +726 +105%
LWMNY
3309
Landmark Wealth Management (New York)
New York
$922K +$449K +661 +87%
CG
3310
Clarus Group
Texas
$919K – – –
CC
3311
Constitution Capital
Connecticut
$918K -$21.8K -32 -2%
FFG
3312
Forum Finance Group
$916K +$1.18M +1,742 New
TVM
3313
True Vision MN
Minnesota
$915K +$19.7K +29 +2%
BWM
3314
BKM Wealth Management
Wisconsin
$914K – – –
PPA
3315
Painted Porch Advisors
California
$911K +$85.7K +126 +10%
SHA
3316
Seneca House Advisors
Virginia
$911K – – –
VGDSS
3317
VUB Generali dochodkova spravcovska spolocnost
$910K -$2.18M -3,200 -70%
LW
3318
Livet Wealth
Utah
$910K – – –
QCIG
3319
Quad-Cities Investment Group
Iowa
$910K -$3.4K -5 -0.4%
SL
3320
SFM LLC
New Hampshire
$909K – – –
FPW
3321
Fairvoy Private Wealth
Alabama
$908K -$118K -173 -11%
WIC
3322
Wilkins Investment Counsel
Massachusetts
$906K -$40.8K -60 -4%
MFA
3323
Morling Financial Advisors
California
$905K – – –
BLFG
3324
Brian Low Financial Group
Louisiana
$905K -$27.2K -40 -3%
AWP
3325
Avid Wealth Partners
Texas
$903K +$397K +584 +73%
131 132
133
134 135