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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
$764K +$1.36K +2 +0.2%
I
3477
IMPACTfolio
Colorado
$764K – – –
WCM
3478
Wealthcare Capital Management
Virginia
$764K – – –
BIG
3479
Boothe Investment Group
Delaware
$763K -$2.72K -4 -0.3%
KMWM
3480
Keudell/Morrison Wealth Management
Oregon
$762K – – –
5SA
3481
5th Street Advisors
Connecticut
$762K +$555K +817 +230%
IAP
3482
Indie Asset Partners
Indiana
$762K -$57.1K -84 -7%
QWM
3483
Quaker Wealth Management
New Jersey
$761K -$12.9K -19 -2%
AFA
3484
Avant Financial Advisors
Texas
$761K +$38.8K +57 +5%
CSI
3485
Cross Staff Investments
New York
$761K +$289K +425 +57%
CC
3486
Capital Counsel
New York
$759K -$110K -162 -12%
BCM
3487
BluePath Capital Management
Georgia
$758K -$10.9K -16 -1%
KIC
3488
Kensington Investment Counsel
California
$758K +$285K +419 +56%
CRI
3489
Commonwealth Retirement Investments
Virginia
$758K – – –
GA
3490
Gordian Advisors
Arizona
$758K +$10.2K +15 +1%
NRW
3491
Nova R Wealth
Kansas
$757K +$3.4K +5 +0.4%
VIPI
3492
Vista Investment Partners II
Indiana
$757K +$11.6K +17 +1%
FWMP
3493
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$756K – – –
KCIC
3494
Kuhn & Co Investment Counsel
Illinois
$756K +$8.16K +12 +1%
TWM
3495
TRB Wealth Management
Texas
$753K +$785K +1,155 New
RAS
3496
RPS Advisory Solutions
Kentucky
$753K -$4.2M -6,174 -84%
RWM
3497
Rezny Wealth Management
Florida
$752K -$12.9K -19 -2%
RWM
3498
Rench Wealth Management
Texas
$751K -$154K -226 -16%
SFMG
3499
Sage Financial Management Group
Virginia
$751K – – –
MCM
3500
McKinney Capital Management
Texas
$750K +$785K +1,154 New
138 139
140
141 142