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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
3376
Moseley Investment Management
Florida
$334K +$318K +639 New
PWA
3377
Physician Wealth Advisors
Utah
$332K -$50.3K -101 -13%
DCM
3378
Dudley Capital Management
Virginia
$332K +$9.96K +20 +3%
CIA
3379
Cascade Investment Advisors
Oregon
$330K -$2.49K -5 -0.8%
SWM
3380
Salvus Wealth Management
New Jersey
$329K +$26.9K +54 +9%
CFG
3381
CKW Financial Group
Hawaii
$328K +$1.99K +4 +0.6%
GG
3382
Greenwood Gearhart
Arkansas
$328K – – –
UWS
3383
Unique Wealth Strategies
Illinois
$327K -$68.7K -138 -18%
CPA
3384
Court Place Advisors
Maryland
$327K -$24.9K -50 -7%
HWM
3385
HRC Wealth Management
Idaho
$327K +$996 +2 +0.3%
PD
3386
Planning Directions
Pennsylvania
$326K +$498 +1 +0.2%
FSG
3387
Financial Strategies Group
Michigan
$326K – – –
DW
3388
Dodds Wealth
Colorado
$326K -$3.48K -7 -1%
PW
3389
Peninsula Wealth
California
$326K – – –
ARA
3390
Alexander Randolph Advisory
Virginia
$325K – – –
FPF
3391
First Pacific Financial
Washington
$325K +$309K +620 New
BFP
3392
Briaud Financial Planning
Texas
$322K +$306K +615 New
PIFP
3393
Partners in Financial Planning
Virginia
$321K +$498 +1 +0.2%
MCP
3394
Mirador Capital Partners
California
$321K – – –
GWM
3395
Gray Wealth Management
Maine
$320K +$498 +1 +0.2%
CA
3396
Carson Advisory
Georgia
$319K -$2.49K -5 -0.8%
AC
3397
Anson Capital
Georgia
$318K +$303K +608 New
MC
3398
Matisse Capital
Oregon
$318K +$13.9K +28 +5%
MGWA
3399
Monument Group Wealth Advisors
Massachusetts
$317K – – –
MCM
3400
Mendel Capital Management
Arkansas
$317K -$37.8K -76 -11%
134 135
136
137 138