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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
3576
Dougherty Wealth Advisers
Minnesota
$702K -$50.3K -74 -6%
SWMG
3577
Stillwater Wealth Management Group
Florida
$702K +$137K +201 +23%
STA
3578
Shade Tree Advisors
New York
$701K – – –
NF
3579
NavPoint Financial
Minnesota
$701K +$2.04K +3 +0.3%
ACIM
3580
Azimuth Capital Investment Management
Michigan
$700K +$64.6K +95 +10%
KWM
3581
KFG Wealth Management
Indiana
$700K -$32.6K -48 -4%
EA
3582
Ellsworth Advisors
Ohio
$699K -$17.7K -26 -2%
SWK
3583
Stephen W. Kidder
$699K -$34K -50 -4%
HWA
3584
Heritage Wealth Architects
Minnesota
$699K +$259K +381 +65%
FLFS
3585
Family Legacy Financial Solutions
North Carolina
$699K -$648K -953 -47%
IAS
3586
Integrity Advisory Solutions
Texas
$698K -$707K -1,040 -49%
BFA
3587
Bluestem Financial Advisors
Illinois
$698K +$195K +287 +37%
BA
3588
Bluesphere Advisors
Pennsylvania
$698K +$492K +724 +207%
CLIP
3589
Colter Lewis Investment Partners
Connecticut
$696K -$4.4M -6,475 -86%
RP
3590
Rowlandmiller & Partners
Georgia
$695K +$53K +78 +8%
SFA
3591
Seneca Financial Advisors
New York
$689K – – –
WA
3592
WP Advisors
California
$687K +$30.6K +45 +4%
CIAS
3593
CBIZ Investment Advisory Services
Ohio
$687K +$1.36K +2 +0.2%
AFA
3594
Amicus Financial Advisors
Texas
$687K +$53.7K +79 +8%
HSWM
3595
Hubbell Strickland Wealth Management
Louisiana
$687K -$680 -1 -0.1%
PM
3596
Phraction Management
Connecticut
$685K -$50.3K -74 -7%
CEI
3597
Clark Estates Inc
New York
$685K – – –
HWMO
3598
Heritage Wealth Management (Ohio)
Ohio
$685K +$680 +1 +0.1%
BST
3599
Bath Savings Trust
Maine
$685K -$39.4K -58 -5%
HIP
3600
Harrell Investment Partners
Texas
$683K – – –
142 143
144
145 146