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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SPW
3451
Surience Private Wealth
Washington
$544K -$8.06M -13,711 -93%
WWA
3452
Wealth Watch Advisors
Colorado
$544K -$457K -778 -44%
VFP
3453
Vested Financial Planning
California
$541K +$5.88K +10 +1%
CCM
3454
Check Capital Management
California
$540K -$7.64K -13 -1%
RA
3455
Ruggaard & Associates
Ohio
$539K – – –
AIA
3456
AIMZ Investment Advisors
California
$538K +$125K +213 +28%
OFS
3457
Orrstown Financial Services
Pennsylvania
$536K +$123K +210 +28%
RCM
3458
Requisite Capital Management
Texas
$536K +$7.64K +13 +1%
FC
3459
Fulcrum Capital
Washington
$535K +$15.9K +27 +3%
MCB
3460
Morton Community Bank
Illinois
$534K – – –
AL
3461
ACAS LLC
California
$532K +$53.5K +91 +11%
KWM
3462
Kiker Wealth Management
Georgia
$532K +$257K +438 +85%
EFH
3463
Eaton Financial Holdings
Florida
$529K +$1.18K +2 +0.2%
CCWM
3464
Correct Capital Wealth Management
Missouri
$529K +$69.4K +118 +14%
CP
3465
Creekside Partners
California
$528K +$2.35K +4 +0.4%
AFIA
3466
America First Investment Advisors
Nebraska
$528K -$27K -46 -5%
OCG
3467
Opus Capital Group
Ohio
$528K -$50K -85 -8%
1WA
3468
180 Wealth Advisors
Washington
$527K -$5.29K -9 -0.9%
AW
3469
Alteri Wealth
California
$526K +$10.6K +18 +2%
NPAN
3470
Northeast Planning Associates NH
New Hampshire
$526K -$338K -575 -38%
TI
3471
TTP Investments
California
$525K +$53.5K +91 +11%
LAS
3472
Legacy Advisory Services
Pennsylvania
$524K +$24.7K +42 +5%
QHA
3473
Quarry Hill Advisors
Minnesota
$524K – – –
DWM
3474
Dopkins Wealth Management
New York
$523K – – –
PPA
3475
Painted Porch Advisors
California
$522K +$32.9K +56 +6%
137 138
139
140 141