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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WWG
3601
West Wealth Group
California
$474K -$224K -391 -34%
PFG
3602
Premier Financial Group
California
$474K +$422K +738 New
WFA
3603
WestHill Financial Advisors
California
$473K -$1.14K -2 -0.3%
BWG
3604
Balanced Wealth Group
Ohio
$473K -$6.86K -12 -2%
GCWM
3605
Graham Capital Wealth Management
District of Columbia
$473K +$2.29K +4 +0.5%
PA
3606
Probity Advisors
Texas
$473K -$138K -242 -24%
LCGC
3607
Legacy Capital Group California
California
$473K +$94.3K +165 +28%
WBWA
3608
William B. Walkup & Associates
South Carolina
$473K +$277K +485 +173%
BIA
3609
Beacon Investment Advisors
Maryland
$471K +$1.72K +3 +0.4%
5SA
3610
5th Street Advisors
Connecticut
$471K – – –
NFTC
3611
North Forty Two & Co
Oregon
$470K – – –
PWP
3612
Parkwoods Wealth Partners
New York
$469K +$20.6K +36 +5%
LWMNY
3613
Landmark Wealth Management (New York)
New York
$469K +$1.14K +2 +0.3%
AWP
3614
Avid Wealth Partners
Texas
$468K – – –
RLWM
3615
RF&L Wealth Management
Massachusetts
$468K -$14.3K -25 -3%
SHF
3616
Stage Harbor Financial
Massachusetts
$468K – – –
AFWM
3617
AMJ Financial Wealth Management
Virginia
$467K -$28.6K -50 -6%
WAM
3618
WealthTrust Asset Management
Florida
$466K -$24K -42 -5%
EFG
3619
Elm3 Financial Group
Georgia
$466K -$210K -367 -33%
SFC
3620
Sprinkle Financial Consultants
Colorado
$466K -$19.4K -34 -4%
DWM
3621
Darwin Wealth Management
Florida
$466K -$219K -383 -34%
ECA
3622
Elevated Capital Advisors
Utah
$465K – – –
AFS
3623
Access Financial Services
Minnesota
$464K -$11.4K -20 -2%
SIC
3624
SFE Investment Counsel
California
$463K – – –
SC
3625
Schoolcraft Capital
Colorado
$462K -$4K -7 -0.9%
143 144
145
146 147