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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CNBT
3401
Cornerstone National Bank & Trust
Illinois
$295K – – –
PWS
3402
Peloton Wealth Strategists
Indiana
$295K – – –
CAWM
3403
Capital Advisors Wealth Management
Washington
$293K +$15.1K +34 +6%
DCM
3404
Dudley Capital Management
Virginia
$292K – – –
CA
3405
Carson Advisory
Georgia
$292K -$6.24K -14 -2%
PIFP
3406
Partners in Financial Planning
Virginia
$292K – – –
MCP
3407
Mirador Capital Partners
California
$291K -$891 -2 -0.3%
THWM
3408
Taylor Hoffman Wealth Management
Virginia
$290K +$272K +610 New
GWM
3409
Gray Wealth Management
Maine
$290K +$35.2K +79 +15%
MGWA
3410
Monument Group Wealth Advisors
Massachusetts
$288K +$270K +606 New
CWM
3411
Cedar Wealth Management
California
$288K – – –
KL
3412
KilterHowling LLC
Colorado
$286K +$1.78K +4 +0.7%
KAM
3413
Knightsbridge Asset Management
California
$286K +$1.34K +3 +0.5%
RMF
3414
Red Mountain Financial
Colorado
$286K +$268K +602 New
RF
3415
Robinswood Financial
Washington
$285K +$1.34K +3 +0.5%
BIM
3416
Bridgecreek Investment Management
Oklahoma
$285K – – –
RAM
3417
Ramirez Asset Management
New York
$285K – – –
CS
3418
Crescent Sterling
Louisiana
$285K +$1.34K +3 +0.5%
CFSG
3419
Clark Financial Services Group
Missouri
$285K -$8.02K -18 -3%
GWMIA
3420
Global Wealth Management Investment Advisory
Florida
$284K -$16.5K -37 -6%
SFP
3421
Sweet Financial Partners
Minnesota
$284K +$6.24K +14 +2%
AFG
3422
Alterity Financial Group
Maine
$282K +$265K +594 New
CPC
3423
Cookson Peirce & Co
Pennsylvania
$282K +$15.6K +35 +6%
KCM
3424
Kaye Capital Management
California
$282K +$891 +2 +0.3%
MWP
3425
Meridian Wealth Partners
Pennsylvania
$280K -$104K -234 -28%
135 136
137
138 139