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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
YWM
3551
Yukon Wealth Management
Kansas
$471K +$495K +842 New
BIM
3552
Barton Investment Management
Pennsylvania
$469K – – –
PS
3553
Planned Solutions
California
$469K +$2.94K +5 +0.6%
CWA
3554
CJM Wealth Advisers
Virginia
$467K -$9.99K -17 -2%
KWM
3555
Kingsman Wealth Management
Florida
$467K +$491K +836 New
PSP
3556
Pacific Sage Partners
Washington
$467K – – –
ECA
3557
Elevated Capital Advisors
Utah
$465K +$2.35K +4 +0.5%
EF
3558
Elite Financial
Idaho
$465K – – –
VPF
3559
Vantage Point Financial
Illinois
$465K -$2.35K -4 -0.5%
TPSF
3560
Texas Permanent School Fund
Texas
$464K -$30.8M -52,364 -98%
BWM
3561
Brown Wealth Management
Illinois
$464K +$60K +102 +14%
BB
3562
Burford Brothers
Texas
$464K +$92.3K +157 +23%
PPWM
3563
Paragon Private Wealth Management
Kentucky
$462K -$387K -659 -44%
LSL
3564
Legacy Solutions LLC
Pennsylvania
$462K +$39.4K +67 +9%
PMAM
3565
Picton Mahoney Asset Management
Ontario, Canada
$461K -$34.7K -59 -7%
LAM
3566
L2 Asset Management
Massachusetts
$461K +$484K +824 New
JMFC
3567
J.M. Forbes & Co
Massachusetts
$456K -$648K -1,103 -57%
CCMI
3568
Creative Capital Management Investments
California
$456K +$112K +190 +30%
TFO
3569
Tarbox Family Office
California
$456K -$3.53K -6 -0.7%
MHIC
3570
Marble Harbor Investment Counsel
Massachusetts
$455K – – –
TC
3571
Tenret Company
Florida
$454K -$159K -271 -25%
AIM
3572
Arcadia Investment Management
Michigan
$454K – – –
AHC
3573
Adell Harriman & Carpenter
Texas
$452K – – –
AFWM
3574
AMJ Financial Wealth Management
Virginia
$451K -$75.8K -129 -14%
HA
3575
HC Advisors
Georgia
$450K -$12.9K -22 -3%
141 142
143
144 145