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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
3501
Cox Capital Management
Massachusetts
$577K +$5.13K +8 +0.9%
RF
3502
Roxbury Financial
New Jersey
$576K +$1.92K +3 +0.3%
FLA
3503
Financial Life Advisors
Texas
$576K -$8.97K -14 -2%
AWMS
3504
Advocacy Wealth Management Services
Georgia
$576K +$7.69K +12 +1%
SDJVC
3505
St. Denis J. Villere & Co
Louisiana
$573K -$80.1K -125 -13%
PWM
3506
Partnership Wealth Management
Maryland
$572K +$14.7K +23 +3%
ATS
3507
Ashton Thomas Securities
New York
$572K -$892K -1,392 -62%
BFA
3508
Bluestem Financial Advisors
Illinois
$570K -$30.8K -48 -5%
HA
3509
Huntleigh Advisors
Missouri
$570K -$9.62K -15 -2%
JAFL
3510
Jay A. Fishman Ltd
Michigan
$570K – – –
MWM
3511
Meadowbrook Wealth Management
New York
$570K +$548K +855 New
LSL
3512
Legacy Solutions LLC
Pennsylvania
$569K – – –
LL
3513
LPWM LLC
Minnesota
$568K -$6.41K -10 -1%
OBWP
3514
O'Brien Wealth Partners
Massachusetts
$567K -$7.05K -11 -1%
EU
3515
Emory University
Georgia
$567K +$84K +131 +18%
RC
3516
Rahlfs Capital
Texas
$566K – – –
HP
3517
Hartree Partners
New York
$566K +$545K +850 New
BWM
3518
Brown Wealth Management
Illinois
$565K -$7.69K -12 -1%
CCMI
3519
Creative Capital Management Investments
California
$564K -$14.7K -23 -3%
GCWM
3520
Graham Capital Wealth Management
District of Columbia
$564K +$51.3K +80 +10%
YWM
3521
Yukon Wealth Management
Kansas
$563K +$1.28K +2 +0.2%
BIA
3522
Beacon Investment Advisors
Maryland
$562K +$50K +78 +10%
SCA
3523
SMH Capital Advisors
Texas
$562K -$687K -1,072 -57%
TSW
3524
Three Seasons Wealth
Utah
$560K -$31.8M -49,676 -99%
GCP
3525
Gill Capital Partners
Colorado
$560K +$27.6K +43 +5%
139 140
141
142 143