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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CCAL
3551
City Center Advisors LLC
Michigan
$474K +$28.8K +49 +6%
GWSA
3552
Global Wealth Strategies & Associates
Colorado
$474K +$132K +224 +36%
RFN
3553
Redwood Financial Network
Ohio
$474K +$6.47K +11 +1%
MWM
3554
Maltin Wealth Management
New Jersey
$471K +$1.18K +2 +0.2%
YWM
3555
Yukon Wealth Management
Kansas
$471K +$495K +842 New
BIM
3556
Barton Investment Management
Pennsylvania
$469K – – –
PS
3557
Planned Solutions
California
$469K +$2.94K +5 +0.6%
CWA
3558
CJM Wealth Advisers
Virginia
$467K -$9.99K -17 -2%
KWM
3559
Kingsman Wealth Management
Florida
$467K +$491K +836 New
PSP
3560
Pacific Sage Partners
Washington
$467K – – –
ECA
3561
Elevated Capital Advisors
Utah
$465K +$2.35K +4 +0.5%
EF
3562
Elite Financial
Idaho
$465K – – –
VPF
3563
Vantage Point Financial
Illinois
$465K -$2.35K -4 -0.5%
TPSF
3564
Texas Permanent School Fund
Texas
$464K -$30.8M -52,364 -98%
BWM
3565
Brown Wealth Management
Illinois
$464K +$60K +102 +14%
BB
3566
Burford Brothers
Texas
$464K +$92.3K +157 +23%
PPWM
3567
Paragon Private Wealth Management
Kentucky
$462K -$387K -659 -44%
LSL
3568
Legacy Solutions LLC
Pennsylvania
$462K +$39.4K +67 +9%
PMAM
3569
Picton Mahoney Asset Management
Ontario, Canada
$461K -$34.7K -59 -7%
LAM
3570
L2 Asset Management
Massachusetts
$461K +$484K +824 New
JMFC
3571
J.M. Forbes & Co
Massachusetts
$456K -$648K -1,103 -57%
CCMI
3572
Creative Capital Management Investments
California
$456K +$112K +190 +30%
TFO
3573
Tarbox Family Office
California
$456K -$3.53K -6 -0.7%
MHIC
3574
Marble Harbor Investment Counsel
Massachusetts
$455K – – –
TC
3575
Tenret Company
Florida
$454K -$159K -271 -25%
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143
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