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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RLWM
3601
RF&L Wealth Management
Massachusetts
$437K – – –
WPWM
3602
Western Pacific Wealth Management
Illinois
$437K +$38.8K +66 +9%
GF
3603
Gimbal Financial
Indiana
$437K -$5.29K -9 -1%
NWMG
3604
National Wealth Management Group
Ohio
$435K +$71.7K +122 +19%
FWM
3605
Fonville Wealth Management
Virginia
$435K +$115K +195 +33%
CCM
3606
Coerente Capital Management
Ontario, Canada
$434K – – –
MWM
3607
McNaughton Wealth Management
California
$432K – – –
VCM
3608
Vision Capital Management
Oregon
$431K -$160K -272 -26%
AFS
3609
Access Financial Services
Minnesota
$431K -$171K -291 -24%
VAG
3610
Vannoy Advisory Group
Texas
$431K – – –
WFA
3611
WestHill Financial Advisors
California
$430K -$20K -34 -4%
YIH
3612
Y-Intercept (HK)
Hong Kong
$430K +$451K +768 New
BFA
3613
Brown Financial Advisory
Alabama
$430K +$111K +189 +33%
LFS
3614
Littlejohn Financial Services
Oregon
$429K +$98.2K +167 +28%
LF
3615
Lee Financial
Texas
$428K -$22.3K -38 -5%
SWM
3616
SilverOak Wealth Management
Minnesota
$428K +$31.7K +54 +8%
EAMA
3617
EFG Asset Management (Americas)
Florida
$428K +$84.1K +143 +23%
BIA
3618
Beacon Investment Advisors
Maryland
$427K +$2.35K +4 +0.5%
5SA
3619
5th Street Advisors
Connecticut
$426K – – –
GCWM
3620
Graham Capital Wealth Management
District of Columbia
$426K +$95.2K +162 +27%
BWG
3621
Balanced Wealth Group
Ohio
$426K -$51.1K -87 -10%
NFTC
3622
North Forty Two & Co
Oregon
$426K -$190K -324 -30%
LB
3623
Legacy Bridge
Iowa
$425K +$55.3K +94 +14%
TCMP
3624
Thrive Capital Management (Pennsylvania)
Pennsylvania
$424K +$446K +759 New
LWMNY
3625
Landmark Wealth Management (New York)
New York
$424K +$588 +1 +0.1%
143 144
145
146 147