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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
3401
Versant Capital Management
Arizona
$367K – – –
RWM
3402
Reston Wealth Management
Virginia
$365K +$1.66K +3 +0.5%
GG
3403
Greenwood Gearhart
Arkansas
$364K -$118K -213 -25%
DCM
3404
Dudley Capital Management
Virginia
$364K – – –
BI
3405
Beckerman Institutional
New Jersey
$364K +$351K +634 New
CIA
3406
CCM Investment Advisers
South Carolina
$364K -$4.42K -8 -1%
SIS
3407
Strategic Investment Solutions
Illinois
$363K +$9.95K +18 +3%
PW
3408
Peninsula Wealth
California
$363K – – –
PJSIMP
3409
P.J. Schmidt Investment Management (PJS)
Wisconsin
$363K +$349K +632 New
UWS
3410
Unique Wealth Strategies
Illinois
$362K +$3.32K +6 +1%
PPW
3411
Parcion Private Wealth
Washington
$362K -$233K -421 -40%
CFG
3412
CKW Financial Group
Hawaii
$361K +$1.66K +3 +0.5%
FNA
3413
First National Advisers
Nebraska
$360K -$11.1K -20 -3%
OBGC
3414
O'Brien Greene & Co
Pennsylvania
$359K +$55.8K +101 +19%
BWG
3415
Berry Wealth Group
Texas
$359K +$29.3K +53 +9%
HKIM
3416
Hayek Kallen Investment Management
Alabama
$359K +$1.11K +2 +0.3%
PD
3417
Planning Directions
Pennsylvania
$358K +$553 +1 +0.2%
KAM
3418
Knightsbridge Asset Management
California
$357K +$11.6K +21 +3%
EAMA
3419
EFG Asset Management (Americas)
Florida
$357K -$26K -47 -7%
HWM
3420
HRC Wealth Management
Idaho
$355K -$1.66K -3 -0.5%
CA
3421
Carson Advisory
Georgia
$355K +$4.42K +8 +1%
PIFP
3422
Partners in Financial Planning
Virginia
$354K +$553 +1 +0.2%
CWP
3423
Corepath Wealth Partners
Arizona
$354K +$335K +605 New
ARA
3424
Alexander Randolph Advisory
Virginia
$353K – – –
NEPPG
3425
New England Professional Planning Group
Rhode Island
$353K -$64.1K -116 -16%
135 136
137
138 139