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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
3476
Clifford Group
Massachusetts
$268K -$498 -1 -0.2%
LFA
3477
Level Financial Advisors
New York
$267K – – –
DIM
3478
DLK Investment Management
California
$267K -$1.83M -3,670 -88%
SW
3479
Schulz Wealth
Texas
$267K – – –
VW
3480
Vantage Wealth
California
$267K – – –
CAM
3481
Clark Asset Management
New Hampshire
$267K +$41.8K +84 +20%
EFP
3482
EnRich Financial Partners
Wisconsin
$265K -$6.47K -13 -3%
GWSA
3483
Global Wealth Strategies & Associates
Colorado
$265K +$23.4K +47 +10%
MHI
3484
Miller Howard Investments
New York
$263K -$1.3M -2,618 -84%
RCM
3485
Richardson Capital Management
Wisconsin
$263K +$996 +2 +0.4%
DDC
3486
DF Dent & Co
Maryland
$263K -$106K -212 -30%
IF
3487
Insight Folios
North Carolina
$263K -$8.46K -17 -3%
CNB
3488
Camden National Bank
Maine
$262K +$35.3K +71 +17%
P8IP
3489
Pier 88 Investment Partners
California
$262K -$199K -400 -44%
HA
3490
Harfst & Associates
Wyoming
$262K – – –
CCAL
3491
City Center Advisors LLC
Michigan
$261K +$248K +498 New
HIM
3492
Harbour Investment Management
Washington
$260K – – –
BWG
3493
Boomfish Wealth Group
Georgia
$259K – – –
GPW
3494
Gray Private Wealth
Massachusetts
$258K +$246K +494 New
VIP
3495
Vantage Investment Partners
Missouri
$258K +$246K +494 New
MSF
3496
Mustard Seed Financial
Arkansas
$258K – – –
FCG
3497
Fielder Capital Group
Tennessee
$258K +$245K +493 New
WWG
3498
West Wealth Group
California
$258K +$1.49K +3 +0.6%
SCA
3499
Stillwater Capital Advisors
Pennsylvania
$257K +$1.99K +4 +0.8%
B
3500
BetterWealth
California
$257K -$21.4K -43 -8%
138 139
140
141 142