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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
3401
Presidio Capital Management
California
$339K +$30.4K +58 +10%
FPF
3402
First Pacific Financial
Washington
$339K +$1.05K +2 +0.3%
HSWS
3403
Higgins & Schmidt Wealth Strategies
Colorado
$339K -$37.7K -72 -10%
SIS
3404
Strategic Investment Solutions
Illinois
$338K +$321K +614 New
HWM
3405
HRC Wealth Management
Idaho
$338K -$1.57K -3 -0.5%
LFP
3406
Lakeshore Financial Planning
Michigan
$337K +$9.42K +18 +3%
MWP
3407
Meridian Wealth Partners
Pennsylvania
$337K +$15.7K +30 +5%
DW
3408
Dodds Wealth
Colorado
$336K -$9.94K -19 -3%
ARA
3409
Alexander Randolph Advisory
Virginia
$335K -$3.66K -7 -1%
CS
3410
Crescent Sterling
Louisiana
$335K +$7.85K +15 +3%
PIFP
3411
Partners in Financial Planning
Virginia
$334K +$523 +1 +0.2%
BFP
3412
Briaud Financial Planning
Texas
$334K – – –
HWM
3413
HFG Wealth Management
Texas
$333K +$320K +612 New
CA
3414
Crane Advisory
California
$333K -$55.5K -106 -15%
CA
3415
Carson Advisory
Georgia
$332K +$523 +1 +0.2%
AC
3416
Anson Capital
Georgia
$331K – – –
FI
3417
FWG Investments
Kentucky
$330K -$26.2K -50 -8%
MGWA
3418
Monument Group Wealth Advisors
Massachusetts
$330K – – –
MCM
3419
Mendel Capital Management
Arkansas
$330K – – –
KAM
3420
Knightsbridge Asset Management
California
$328K – – –
UWS
3421
Unique Wealth Strategies
Illinois
$327K – – –
RAM
3422
Ramirez Asset Management
New York
$327K – – –
GWMIA
3423
Global Wealth Management Investment Advisory
Florida
$325K – – –
MWA
3424
Muirfield Wealth Advisors
North Carolina
$325K -$523 -1 -0.2%
NWMG
3425
National Wealth Management Group
Ohio
$324K -$56.5K -108 -15%
135 136
137
138 139