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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
3426
CBIZ Investment Advisory Services
Ohio
$324K – – –
SW
3427
SMART Wealth
Nebraska
$324K +$523 +1 +0.2%
WFS
3428
Walker Financial Services
Kentucky
$324K +$523 +1 +0.2%
CPC
3429
Cookson Peirce & Co
Pennsylvania
$323K – – –
SHIM
3430
Stone House Investment Management
Pennsylvania
$323K -$46.5M -88,928 -99%
MWM
3431
Maltin Wealth Management
New Jersey
$320K +$1.05K +2 +0.3%
RAM
3432
Redmond Asset Management
Virginia
$319K +$307K +586 New
CCMINC
3433
Cardinal Capital Management Inc (North Carolina)
North Carolina
$317K +$17.3K +33 +6%
SI
3434
Stonekeep Investments
New Mexico
$317K +$305K +582 New
KL
3435
KilterHowling LLC
Colorado
$316K +$1.05K +2 +0.3%
BFA
3436
Brown Financial Advisory
Alabama
$315K – – –
CA
3437
Crumly & Associates
Illinois
$314K -$2.62K -5 -0.9%
RFN
3438
RDA Financial Network
Iowa
$314K -$2.09K -4 -0.7%
ASW
3439
Astoria Strategic Wealth
Texas
$313K – – –
RW
3440
RVW Wealth
California
$313K – – –
AR
3441
Advisory Research
Illinois
$312K +$75.4K +144 +33%
AIM
3442
Arcadia Investment Management
Michigan
$312K – – –
BWG
3443
Berry Wealth Group
Texas
$312K – – –
SFP
3444
Strategic Financial Partners
Oregon
$311K +$65.4K +125 +28%
GWM
3445
Gray Wealth Management
Maine
$310K -$21.5K -41 -7%
PBF
3446
Petix & Botte Financial
California
$310K -$278K -532 -48%
SA
3447
Strategic Advocates
Utah
$310K +$89K +170 +43%
AMG
3448
Advisors Management Group
Wisconsin
$310K +$25.6K +49 +9%
FCAM
3449
First Citizens Asset Management
North Carolina
$310K -$523 -1 -0.2%
PWM
3450
Provident Wealth Management
Tennessee
$309K -$6.8K -13 -2%
136 137
138
139 140