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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
3401
Cascade Investment Advisors
Oregon
$344K – – –
HKIM
3402
Hayek Kallen Investment Management
Alabama
$340K +$83.2K +159 +34%
PD
3403
Planning Directions
Pennsylvania
$340K – – –
PCM
3404
Presidio Capital Management
California
$339K +$30.4K +58 +10%
FPF
3405
First Pacific Financial
Washington
$339K +$1.05K +2 +0.3%
HSWS
3406
Higgins & Schmidt Wealth Strategies
Colorado
$339K -$37.7K -72 -10%
SIS
3407
Strategic Investment Solutions
Illinois
$338K +$321K +614 New
HWM
3408
HRC Wealth Management
Idaho
$338K -$1.57K -3 -0.5%
LFP
3409
Lakeshore Financial Planning
Michigan
$337K +$9.42K +18 +3%
MWP
3410
Meridian Wealth Partners
Pennsylvania
$337K +$15.7K +30 +5%
DW
3411
Dodds Wealth
Colorado
$336K -$9.94K -19 -3%
ARA
3412
Alexander Randolph Advisory
Virginia
$335K -$3.66K -7 -1%
CS
3413
Crescent Sterling
Louisiana
$335K +$7.85K +15 +3%
PIFP
3414
Partners in Financial Planning
Virginia
$334K +$523 +1 +0.2%
BFP
3415
Briaud Financial Planning
Texas
$334K – – –
HWM
3416
HFG Wealth Management
Texas
$333K +$320K +612 New
CA
3417
Crane Advisory
California
$333K -$55.5K -106 -15%
CA
3418
Carson Advisory
Georgia
$332K +$523 +1 +0.2%
AC
3419
Anson Capital
Georgia
$331K – – –
FI
3420
FWG Investments
Kentucky
$330K -$26.2K -50 -8%
MGWA
3421
Monument Group Wealth Advisors
Massachusetts
$330K – – –
MCM
3422
Mendel Capital Management
Arkansas
$330K – – –
KAM
3423
Knightsbridge Asset Management
California
$328K – – –
UWS
3424
Unique Wealth Strategies
Illinois
$327K – – –
RAM
3425
Ramirez Asset Management
New York
$327K – – –
135 136
137
138 139