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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
3676
Louisbourg Investments
New Brunswick, Canada
$389K -$15.9K -27 -4%
VF
3677
Vawter Financial
Ohio
$389K – – –
HKIM
3678
Hayek Kallen Investment Management
Alabama
$389K +$28.8K +49 +8%
USWIA
3679
UP Strategic Wealth Investment Advisors
Pennsylvania
$389K – – –
HHGA
3680
Halbert Hargrove Global Advisors
California
$388K -$68.2K -116 -14%
S
3681
SimplyRich
California
$388K – – –
VRM
3682
Vectors Research Management
New York
$386K -$339K -576 -45%
MWM
3683
Mittelman Wealth Management
Massachusetts
$386K -$78.8K -134 -16%
CCA
3684
Cooper Capital Advisors
California
$385K -$371K -631 -48%
KW
3685
KWB Wealth
California
$384K +$160K +272 +71%
FPCG
3686
Forum Private Client Group
Indiana
$384K -$76.4K -130 -16%
OAM
3687
Oak Asset Management
California
$383K +$588 +1 +0.1%
BSWM
3688
Boston Standard Wealth Management
Massachusetts
$383K -$59.4K -101 -13%
HGA
3689
Hobbs Group Advisors
South Carolina
$383K -$24.1K -41 -6%
SH
3690
SLT Holdings
Arizona
$383K +$30.6K +52 +8%
WH
3691
Wallace Hart
Kentucky
$382K -$55M -93,523 -99%
GCP
3692
Gill Capital Partners
Colorado
$382K – – –
SIS
3693
Strategic Investment Solutions
Illinois
$381K -$76.4K -130 -16%
MAG
3694
Mayfair Advisory Group
Alabama
$381K +$19.4K +33 +5%
AIM
3695
AHL Investment Management
Florida
$380K -$14.7K -25 -4%
FIC
3696
FCG Investment Company
Tennessee
$379K -$10.4M -17,777 -96%
NED
3697
Nancy E. Dempze
$379K -$982K -1,670 -71%
LFP
3698
Lakeshore Financial Planning
Michigan
$379K -$48.8K -83 -11%
CG
3699
Clifford Group
Massachusetts
$378K -$72.3K -123 -15%
TDWM
3700
Topel & Distasi Wealth Management
California
$377K -$15.9K -27 -4%
146 147
148
149 150