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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
3626
Whitney & Co
New York
$467K -$326K -554 -41%
SIS
3627
Strategic Investment Solutions
Illinois
$467K +$105K +179 +28%
SPW
3628
Sonoma Private Wealth
California
$465K +$87.2K +148 +23%
KFG
3629
Kelly Financial Group
Connecticut
$465K +$468K +794 New
MAM
3630
Morse Asset Management
Connecticut
$464K -$475K -807 -51%
HAC
3631
Harbor Advisory Corp
New Hampshire
$464K – – –
EWA
3632
Emergent Wealth Advisors
New York
$464K -$1.77K -3 -0.4%
GF
3633
Gimbal Financial
Indiana
$463K +$1.18K +2 +0.3%
HWA
3634
HHM Wealth Advisors
Tennessee
$462K -$73.1K -124 -14%
BWA
3635
Boulder Wealth Advisors
Colorado
$461K – – –
CCM
3636
Crew Capital Management
Ohio
$459K -$11.8K -20 -2%
RLWM
3637
RF&L Wealth Management
Massachusetts
$458K -$35.4K -60 -7%
CIA
3638
CCM Investment Advisers
South Carolina
$458K +$85.4K +145 +23%
KIC
3639
Kensington Investment Counsel
California
$458K +$46K +78 +11%
EU
3640
Emory University
Georgia
$458K – – –
E
3641
EntreWealth
Texas
$457K +$474K +804 New
EAM
3642
Everstar Asset Management
North Carolina
$457K +$192K +326 +72%
CTFG
3643
Capstone Triton Financial Group
Oklahoma
$454K -$8.25K -14 -2%
CCM
3644
Coerente Capital Management
Ontario, Canada
$454K – – –
MWM
3645
McNaughton Wealth Management
California
$452K -$4.71K -8 -1%
CFG
3646
CKW Financial Group
Hawaii
$452K +$80.7K +137 +22%
VAG
3647
Vannoy Advisory Group
Texas
$452K – – –
KWA
3648
Kondo Wealth Advisors
California
$451K +$453K +769 New
PWS
3649
Peloton Wealth Strategists
Indiana
$449K +$589 +1 +0.1%
MMCM
3650
Murphy & Mullick Capital Management
New York
$449K +$450K +764 New
144 145
146
147 148