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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
3676
Halbert Hargrove Global Advisors
California
$388K -$68.2K -116 -14%
S
3677
SimplyRich
California
$388K – – –
VRM
3678
Vectors Research Management
New York
$386K -$339K -576 -45%
MWM
3679
Mittelman Wealth Management
Massachusetts
$386K -$78.8K -134 -16%
CCA
3680
Cooper Capital Advisors
California
$385K -$371K -631 -48%
KW
3681
KWB Wealth
California
$384K +$160K +272 +71%
FPCG
3682
Forum Private Client Group
Indiana
$384K -$76.4K -130 -16%
OAM
3683
Oak Asset Management
California
$383K +$588 +1 +0.1%
BSWM
3684
Boston Standard Wealth Management
Massachusetts
$383K -$59.4K -101 -13%
HGA
3685
Hobbs Group Advisors
South Carolina
$383K -$24.1K -41 -6%
SH
3686
SLT Holdings
Arizona
$383K +$30.6K +52 +8%
WH
3687
Wallace Hart
Kentucky
$382K -$55M -93,523 -99%
GCP
3688
Gill Capital Partners
Colorado
$382K – – –
AFPL
3689
Advus Financial Partners, LLC
Florida
$381K – – –
SIS
3690
Strategic Investment Solutions
Illinois
$381K -$76.4K -130 -16%
MAG
3691
Mayfair Advisory Group
Alabama
$381K +$19.4K +33 +5%
AIM
3692
AHL Investment Management
Florida
$380K -$14.7K -25 -4%
FIC
3693
FCG Investment Company
Tennessee
$379K -$10.4M -17,777 -96%
NED
3694
Nancy E. Dempze
$379K -$982K -1,670 -71%
LFP
3695
Lakeshore Financial Planning
Michigan
$379K -$48.8K -83 -11%
CG
3696
Clifford Group
Massachusetts
$378K -$72.3K -123 -15%
TDWM
3697
Topel & Distasi Wealth Management
California
$377K -$15.9K -27 -4%
PP
3698
Pacifica Partners
Canada
$377K +$277K +471 +204%
PTCG
3699
Pring Turner Capital Group
California
$375K – – –
MCWA
3700
Meadow Creek Wealth Advisors
Georgia
$375K +$1.18K +2 +0.3%
146 147
148
149 150