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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
ARA
3426
Alexander Randolph Advisory
Virginia
$353K – – –
NEPPG
3427
New England Professional Planning Group
Rhode Island
$353K -$64.1K -116 -16%
CS
3428
Crescent Sterling
Louisiana
$353K – – –
WFS
3429
Walker Financial Services
Kentucky
$353K +$11.1K +20 +3%
MIM
3430
Moseley Investment Management
Florida
$352K -$13.8K -25 -4%
BFP
3431
Briaud Financial Planning
Texas
$352K – – –
SIG
3432
Sargent Investment Group
Maryland
$351K +$124K +225 +58%
MAG
3433
Mayfair Advisory Group
Alabama
$350K -$38.7K -70 -10%
GWMIA
3434
Global Wealth Management Investment Advisory
Florida
$350K +$6.63K +12 +2%
LFP
3435
Lakeshore Financial Planning
Michigan
$349K -$6.08K -11 -2%
BWM
3436
Brown Wealth Management
Illinois
$349K -$21K -38 -6%
UPS
3437
UHLMANN PRICE SECURITIES
Illinois
$349K +$336K +607 New
SEP
3438
Southland Equity Partners
Missouri
$348K +$33.7K +61 +11%
AWP
3439
Atlas Wealth Partners
Pennsylvania
$348K +$59.7K +108 +22%
RF
3440
Robinswood Financial
Washington
$348K -$123K -223 -27%
MGWA
3441
Monument Group Wealth Advisors
Massachusetts
$348K – – –
MCM
3442
Mendel Capital Management
Arkansas
$348K – – –
DW
3443
Dodds Wealth
Colorado
$347K -$1.11K -2 -0.3%
SL
3444
Sentinus LLC
Illinois
$346K -$8.6M -15,546 -80%
AC
3445
Anson Capital
Georgia
$345K -$3.32K -6 -1%
DWA
3446
Delta Wealth Advisors
Indiana
$345K +$332K +601 New
CA
3447
Crane Advisory
California
$344K – – –
RW
3448
RVW Wealth
California
$343K +$12.2K +22 +4%
PHWM
3449
Pine Harbor Wealth Management
Maryland
$342K -$98.4K -178 -23%
CIAS
3450
CBIZ Investment Advisory Services
Ohio
$342K – – –
136 137
138
139 140