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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MIA
3651
MeadowBrook Investment Advisors
Michigan
$745K -$10.2K -14 -1%
CAM
3652
CPA Asset Management
Florida
$743K -$75.4K -104 -9%
RAS
3653
RPS Advisory Solutions
Kentucky
$743K -$118K -163 -14%
DWM
3654
Dopkins Wealth Management
New York
$742K -$15.2K -21 -2%
MWM
3655
Mindset Wealth Management
Indiana
$741K +$218K +301 +44%
AWP
3656
Avid Wealth Partners
Texas
$741K -$288K -397 -29%
RCA
3657
Riverview Capital Advisers
Massachusetts
$740K +$1.45K +2 +0.2%
CP
3658
Creekside Partners
California
$739K – – –
HIP
3659
Harrell Investment Partners
Texas
$739K -$45K -62 -6%
SI
3660
Sprott Inc
Ontario, Canada
$738K +$461K +636 +181%
SP
3661
Sequent Planning
Nebraska
$734K +$394K +544 +124%
SC
3662
Scholtz & Company
Connecticut
$734K – – –
EW
3663
Enzi Wealth
Texas
$733K +$10.9K +15 +2%
SMDAM
3664
Sumitomo Mitsui DS Asset Management
Japan
$733K -$18.1K -25 -2%
SPG
3665
Strategic Planning Group
Utah
$731K +$165K +227 +30%
SFG
3666
Shum Financial Group
California
$731K +$710K +979 New
WFM
3667
Wolff Financial Management
Michigan
$728K – – –
AC
3668
Asio Capital
Kentucky
$728K +$7.25K +10 +1%
1WA
3669
180 Wealth Advisors
Washington
$724K -$86.3K -119 -11%
BWM
3670
Brown Wealth Management
Illinois
$724K +$92.8K +128 +15%
KIM
3671
Kestra Investment Management
Texas
$722K -$638K -880 -48%
HPWM
3672
High Point Wealth Management
New Jersey
$721K +$7.97K +11 +1%
CCM
3673
Check Capital Management
California
$721K – – –
BCFS
3674
Butensky & Cohen Financial Security
Florida
$720K -$20.3K -28 -3%
CB
3675
Chris Bulman
California
$720K +$6.53K +9 +0.9%
145 146
147
148 149