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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
3426
Crescent Sterling
Louisiana
$353K – – –
WFS
3427
Walker Financial Services
Kentucky
$353K +$11.1K +20 +3%
MIM
3428
Moseley Investment Management
Florida
$352K -$13.8K -25 -4%
BFP
3429
Briaud Financial Planning
Texas
$352K – – –
SIG
3430
Sargent Investment Group
Maryland
$351K +$124K +225 +58%
MAG
3431
Mayfair Advisory Group
Alabama
$350K -$38.7K -70 -10%
GWMIA
3432
Global Wealth Management Investment Advisory
Florida
$350K +$6.63K +12 +2%
LFP
3433
Lakeshore Financial Planning
Michigan
$349K -$6.08K -11 -2%
BWM
3434
Brown Wealth Management
Illinois
$349K -$21K -38 -6%
UPS
3435
UHLMANN PRICE SECURITIES
Illinois
$349K +$336K +607 New
SEP
3436
Southland Equity Partners
Missouri
$348K +$33.7K +61 +11%
AWP
3437
Atlas Wealth Partners
Pennsylvania
$348K +$59.7K +108 +22%
RF
3438
Robinswood Financial
Washington
$348K -$123K -223 -27%
MGWA
3439
Monument Group Wealth Advisors
Massachusetts
$348K – – –
MCM
3440
Mendel Capital Management
Arkansas
$348K – – –
DW
3441
Dodds Wealth
Colorado
$347K -$1.11K -2 -0.3%
SL
3442
Sentinus LLC
Illinois
$346K -$8.6M -15,546 -80%
AC
3443
Anson Capital
Georgia
$345K -$3.32K -6 -1%
DWA
3444
Delta Wealth Advisors
Indiana
$345K +$332K +601 New
CA
3445
Crane Advisory
California
$344K – – –
RW
3446
RVW Wealth
California
$343K +$12.2K +22 +4%
PHWM
3447
Pine Harbor Wealth Management
Maryland
$342K -$98.4K -178 -23%
CIAS
3448
CBIZ Investment Advisory Services
Ohio
$342K – – –
TDC
3449
Thompson Davis & Co
Virginia
$341K -$23.8K -43 -7%
TFP
3450
Tilia Fiduciary Partners
North Carolina
$340K +$328K +593 New
136 137
138
139 140