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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
GFG
3376
Grantvest Financial Group
New Jersey
$977K +$84.1K +116 +10%
IWMA
3377
Ironwood Wealth Management (Arizona)
Arizona
$976K -$668K -921 -41%
FA
3378
Fermata Advisors
California
$976K -$725 -1 -0.1%
LI
3379
Lafayette Investments
Maryland
$972K -$136K -187 -13%
CWM
3380
Cooke Wealth Management
California
$972K – – –
RL
3381
Rogco LP
Oklahoma
$972K +$37.7K +52 +4%
TWIM
3382
TIAA Wealth Investment Management
New York
$971K +$417K +575 +78%
YAVAPFMC
3383
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$970K – – –
GCM
3384
Goldstream Capital Management
Hong Kong
$969K – – –
AOWM
3385
Asset One Wealth Management
Washington
$967K +$20.3K +28 +2%
MA
3386
Mezzasalma Advisors
New Jersey
$963K -$476K -657 -34%
RCM
3387
Requisite Capital Management
Texas
$963K +$4.35K +6 +0.5%
VC
3388
Vicus Capital
Pennsylvania
$961K -$2.17K -3 -0.2%
4WM
3389
4J Wealth Management
Virginia
$961K – – –
SFS
3390
Solitude Financial Services
Virginia
$960K – – –
DWA
3391
Delta Wealth Advisors
Indiana
$960K -$192K -265 -17%
KGP
3392
Keystone Global Partners
Colorado
$959K – – –
WAM
3393
Weiss Asset Management
Massachusetts
$958K +$930K +1,283 New
SCM
3394
Stonebridge Capital Management
California
$957K +$929K +1,281 New
FCI
3395
Financial Counselors Inc
Kansas
$954K – – –
CIG
3396
Cascade Investment Group
Colorado
$952K – – –
EWA
3397
Eagle Wealth Advisors
Connecticut
$951K -$40.6K -56 -4%
JBA
3398
Johnson Bixby & Associates
Washington
$951K -$4.35K -6 -0.5%
MCM
3399
McKinney Capital Management
Texas
$951K +$86.3K +119 +10%
BFG
3400
Beacon Financial Group
Texas
$949K -$63.8K -88 -6%
134 135
136
137 138