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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
3501
Harbour Investment Management
Washington
$236K – – –
PPW
3502
Parcion Private Wealth
Washington
$236K -$3.12K -7 -1%
BWG
3503
Boomfish Wealth Group
Georgia
$236K +$221K +496 New
CIAS
3504
CBIZ Investment Advisory Services
Ohio
$235K – – –
MSF
3505
Mustard Seed Financial
Arkansas
$234K +$220K +493 New
LBC
3506
Lawrence B. Cohen
$233K -$2.35M -5,283 -91%
AWP
3507
Atlas Wealth Partners
Pennsylvania
$233K +$213K +479 New
CIS
3508
Continental Investors Services
Washington
$233K +$218K +490 New
WWG
3509
West Wealth Group
California
$233K +$1.78K +4 +0.8%
MCM
3510
McRae Capital Management
New Jersey
$232K – – –
V
3511
ViaWealth
Kansas
$232K – – –
SC
3512
Schiavi & Co
Delaware
$232K -$12.5K -28 -5%
MWM
3513
Moulton Wealth Management
Washington
$232K +$218K +489 New
SCA
3514
Stillwater Capital Advisors
Pennsylvania
$231K – – –
JC
3515
JB Capital
Connecticut
$230K +$3.56K +8 +2%
LAM
3516
LifePro Asset Management
California
$229K -$14.3K -32 -6%
SFP
3517
Strategic Financial Partners
Oregon
$229K – – –
BC
3518
Blackhill Capital
New Jersey
$227K – – –
RIM
3519
Redwood Investment Management
Arizona
$227K -$8.46K -19 -4%
JSL
3520
JT Stratford LLC
Georgia
$227K +$212K +477 New
RB
3521
Renasant Bank
Mississippi
$227K -$139K -312 -40%
RCM
3522
RMR Capital Management
California
$227K +$212K +476 New
CMP
3523
Coston McIsaac & Partners
Maine
$226K +$445 +1 +0.2%
AFC
3524
Adaptive Financial Consulting
Ohio
$226K – – –
SC
3525
Schulhoff & Co
Ohio
$226K – – –
139 140
141
142 143