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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
3451
Hoge Financial Services
Pennsylvania
$622K -$15.4K -24 -3%
LAM
3452
L2 Asset Management
Massachusetts
$622K -$54.5K -85 -8%
ABWM
3453
Alpine Bank Wealth Management
Colorado
$620K -$6.41K -10 -1%
FC
3454
Fulcrum Capital
Washington
$620K – – –
LWM
3455
Lionsbridge Wealth Management
Florida
$618K -$1.94M -3,025 -77%
BTWM
3456
Baker Tilly Wealth Management
Wisconsin
$618K +$121K +189 +26%
LW
3457
Lauer Wealth
Indiana
$617K -$66.7K -104 -10%
AIA
3458
AIMZ Investment Advisors
California
$616K – – –
FA
3459
FF Advisors
California
$614K +$44.9K +70 +8%
TC
3460
Truvestments Capital
Florida
$614K +$641 +1 +0.1%
RFWA
3461
RPg Family Wealth Advisory
Massachusetts
$613K +$588K +917 New
PIFP
3462
Partners in Financial Planning
Virginia
$613K +$641 +1 +0.1%
SCM
3463
Sunbeam Capital Management
Georgia
$609K – – –
TR
3464
Tepp RIA
New Jersey
$608K -$93.6K -146 -14%
RIA
3465
RPG Investment Advisory
California
$608K -$641 -1 -0.1%
SFS
3466
Sharp Financial Services
Pennsylvania
$605K +$12.8K +20 +2%
MAC
3467
Mason & Associates (California)
California
$602K +$3.21K +5 +0.6%
CFO
3468
CVA Family Office
Colorado
$600K -$203K -317 -26%
SCA
3469
Sassicaia Capital Advisers
New York
$600K -$11.7M -18,300 -95%
AIS
3470
American Investment Services
Massachusetts
$599K +$641 +1 +0.1%
SFG
3471
SevenBridge Financial Group
Pennsylvania
$597K -$260K -406 -32%
MSWM
3472
McGlone Suttner Wealth Management
Wisconsin
$597K +$641 +1 +0.1%
AC
3473
Anson Capital
Georgia
$596K +$188K +293 +49%
LFP
3474
Lakeshore Financial Planning
Michigan
$596K -$41.7K -65 -7%
I
3475
InvesTrust
Oklahoma
$596K – – –
137 138
139
140 141