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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
3376
Cascade Investment Advisors
Oregon
$330K -$2.49K -5 -0.8%
SWM
3377
Salvus Wealth Management
New Jersey
$329K +$26.9K +54 +9%
CFG
3378
CKW Financial Group
Hawaii
$328K +$1.99K +4 +0.6%
GG
3379
Greenwood Gearhart
Arkansas
$328K – – –
UWS
3380
Unique Wealth Strategies
Illinois
$327K -$68.7K -138 -18%
CPA
3381
Court Place Advisors
Maryland
$327K -$24.9K -50 -7%
HWM
3382
HRC Wealth Management
Idaho
$327K +$996 +2 +0.3%
PD
3383
Planning Directions
Pennsylvania
$326K +$498 +1 +0.2%
FSG
3384
Financial Strategies Group
Michigan
$326K – – –
DW
3385
Dodds Wealth
Colorado
$326K -$3.48K -7 -1%
PW
3386
Peninsula Wealth
California
$326K – – –
ARA
3387
Alexander Randolph Advisory
Virginia
$325K – – –
FPF
3388
First Pacific Financial
Washington
$325K +$309K +620 New
BFP
3389
Briaud Financial Planning
Texas
$322K +$306K +615 New
PIFP
3390
Partners in Financial Planning
Virginia
$321K +$498 +1 +0.2%
MCP
3391
Mirador Capital Partners
California
$321K – – –
GWM
3392
Gray Wealth Management
Maine
$320K +$498 +1 +0.2%
CA
3393
Carson Advisory
Georgia
$319K -$2.49K -5 -0.8%
AC
3394
Anson Capital
Georgia
$318K +$303K +608 New
MC
3395
Matisse Capital
Oregon
$318K +$13.9K +28 +5%
MGWA
3396
Monument Group Wealth Advisors
Massachusetts
$317K – – –
MCM
3397
Mendel Capital Management
Arkansas
$317K -$37.8K -76 -11%
LFP
3398
Lakeshore Financial Planning
Michigan
$315K +$21.4K +43 +8%
RF
3399
Robinswood Financial
Washington
$315K +$996 +2 +0.3%
CS
3400
Crescent Sterling
Louisiana
$314K – – –
134 135
136
137 138