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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WWG
3501
West Wealth Group
California
$258K +$1.49K +3 +0.6%
SCA
3502
Stillwater Capital Advisors
Pennsylvania
$257K +$1.99K +4 +0.8%
B
3503
BetterWealth
California
$257K -$21.4K -43 -8%
MCM
3504
McRae Capital Management
New Jersey
$256K – – –
MWM
3505
Moulton Wealth Management
Washington
$256K – – –
V
3506
ViaWealth
Kansas
$256K – – –
SC
3507
Schiavi & Co
Delaware
$255K – – –
KFS
3508
Kurt F. Somerville
$254K +$242K +486 New
BMCM
3509
Burns Matteson Capital Management
New York
$251K -$207K -416 -46%
BC
3510
Blackhill Capital
New Jersey
$250K – – –
SC
3511
Schulhoff & Co
Ohio
$248K – – –
KHC
3512
Koesten Hirschmann & Crabtree
Kansas
$248K +$29.9K +60 +14%
C1AG
3513
Client 1st Advisory Group
Florida
$248K – – –
PWMG
3514
Private Wealth Management Group
New Jersey
$247K – – –
BMO
3515
Beck Mack & Oliver
New York
$247K – – –
MA
3516
Menlo Advisors
California
$245K – – –
HWP
3517
Highline Wealth Partners
California
$244K +$84.1K +169 +57%
BF
3518
Brooklyn FI
New York
$244K +$232K +467 New
HKIM
3519
Hayek Kallen Investment Management
Alabama
$243K +$232K +465 New
KWM
3520
Koa Wealth Management
California
$242K +$231K +463 New
OBGC
3521
O'Brien Greene & Co
Pennsylvania
$242K -$49.8K -100 -18%
KIG
3522
Kennedy Investment Group
New Jersey
$241K +$996 +2 +0.4%
ERWM
3523
Elk River Wealth Management
Colorado
$240K -$1.07M -2,159 -82%
TPWM
3524
Twelve Points Wealth Management
Massachusetts
$239K -$161K -323 -41%
CSC
3525
Caldwell Sutter Capital
California
$239K -$6.97K -14 -3%
139 140
141
142 143