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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWR
3476
Chico Wealth RIA
California
$878K – – –
PCMN
3477
Paradigm Capital Management (Nevada)
Nevada
$878K -$17.4K -24 -2%
I
3478
IMPACTfolio
Colorado
$878K – – –
WCM
3479
Wealthcare Capital Management
Virginia
$877K – – –
5SA
3480
5th Street Advisors
Connecticut
$875K – – –
RWM
3481
Rench Wealth Management
Texas
$875K +$12.3K +17 +1%
PFA
3482
Perryman Financial Advisory
Texas
$875K -$20.3K -28 -2%
IAP
3483
Indie Asset Partners
Indiana
$875K – – –
AFA
3484
Avant Financial Advisors
Texas
$874K – – –
GA
3485
Gordian Advisors
Arizona
$871K +$725 +1 +0.1%
LF
3486
Lee Financial
Texas
$870K -$39.9K -55 -5%
FWMP
3487
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$868K – – –
STA
3488
Shade Tree Advisors
New York
$868K +$61.6K +85 +8%
KCIC
3489
Kuhn & Co Investment Counsel
Illinois
$868K +$725 +1 +0.1%
NWM
3490
Northcape Wealth Management
New York
$867K -$19.6K -27 -2%
NRW
3491
Nova R Wealth
Kansas
$867K -$2.9K -4 -0.3%
CVM
3492
Cheviot Value Management
California
$864K -$394K -543 -32%
ACG
3493
Allen Capital Group
Nebraska
$863K +$266K +367 +47%
CFO
3494
CVA Family Office
Colorado
$862K +$113K +156 +16%
BLC
3495
Blue Line Capital
Illinois
$862K +$5.8K +8 +0.7%
PIA
3496
Polaris Investment Advisors
Massachusetts
$861K -$111K -153 -12%
ELM
3497
Elite Life Management
Florida
$859K +$2.9K +4 +0.4%
HHGA
3498
Halbert Hargrove Global Advisors
California
$858K +$165K +228 +25%
ACM
3499
Ardent Capital Management
Ohio
$856K – – –
HI
3500
Harper Investing
California
$853K +$21K +29 +3%
138 139
140
141 142