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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
3476
DeDora Capital
California
$578K +$77.2K +131 +15%
SP
3477
Stonebrook Private
Michigan
$578K +$49.5K +84 +9%
WAM
3478
WealthTrust Asset Management
Florida
$577K +$101K +171 +21%
RF
3479
Roxbury Financial
New Jersey
$577K +$564K +957 New
RCI
3480
RS Crum Inc
California
$576K +$589 +1 +0.1%
RAM
3481
Roanoke Asset Management
New Jersey
$576K +$10.6K +18 +2%
AFA
3482
Alpha Financial Advisors
North Carolina
$576K +$2.95K +5 +0.5%
KL
3483
KWMG LLC
Kansas
$575K +$21.2K +36 +4%
RS
3484
Retirement Solution
Washington
$575K -$437K -741 -43%
AIA
3485
Accelerate Investment Advisors
California
$575K +$111K +189 +24%
CCM
3486
Check Capital Management
California
$573K +$7.66K +13 +1%
FFO
3487
Fiduciary Family Office
Florida
$573K -$1.4M -2,377 -71%
NHFG
3488
New Harbor Financial Group
Massachusetts
$573K +$188K +319 +48%
NCM
3489
NCM Capital Management
New Jersey
$571K – – –
LWP
3490
LeClair Wealth Partners
Ohio
$568K +$571K +970 New
GC
3491
GFG Capital
Florida
$565K +$130K +220 +30%
RA
3492
Ruggaard & Associates
Ohio
$564K -$118K -200 -17%
KMWM
3493
Keudell/Morrison Wealth Management
Oregon
$564K +$48.3K +82 +9%
VFP
3494
Vested Financial Planning
California
$561K +$564K +957 New
LJCM
3495
Lee Johnson Capital Management
Texas
$560K – – –
ACA
3496
Anchor Capital Advisors
Massachusetts
$559K +$177K +301 +46%
MCB
3497
Morton Community Bank
Illinois
$559K – – –
1WA
3498
180 Wealth Advisors
Washington
$557K – – –
SF
3499
Slagle Financial
Illinois
$555K +$1.18K +2 +0.2%
GI
3500
GLOBALT Investments
Georgia
$554K -$56K -95 -9%
138 139
140
141 142