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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
S
3676
SimplyRich
California
$428K – – –
OL
3677
OneFund LLC
Florida
$428K +$396K +692 New
GWSA
3678
Global Wealth Strategies & Associates
Colorado
$427K -$89.2K -156 -18%
GCA
3679
Gallagher Capital Advisors
Texas
$426K +$143K +251 +60%
SH
3680
SLT Holdings
Arizona
$426K +$2.86K +5 +0.7%
MWA
3681
MN Wealth Advisors
Kansas
$425K -$166K -291 -30%
LI
3682
Louisbourg Investments
New Brunswick, Canada
$425K -$4.57K -8 -1%
VF
3683
Vista Finance
Missouri
$424K +$82.3K +144 +27%
KFSN
3684
Keystone Financial Services (Nebraska)
Nebraska
$424K +$17.7K +31 +5%
CCA
3685
Cooper Capital Advisors
California
$423K -$1.72K -3 -0.4%
SIA
3686
Spectrum Investment Advisors
Wisconsin
$423K +$115K +201 +42%
SEP
3687
Southland Equity Partners
Missouri
$423K +$17.7K +31 +5%
MAG
3688
Mayfair Advisory Group
Alabama
$423K -$9.72K -17 -2%
MHFA
3689
Mission Hills Financial Advisory
California
$423K +$391K +684 New
MWP
3690
Moller Wealth Partners
$423K -$267K -467 -41%
BKA
3691
Brick & Kyle Associates
Pennsylvania
$421K +$373K +653 New
AIM
3692
AHL Investment Management
Florida
$420K – – –
OWCM
3693
One Wealth Capital Management
Arizona
$420K +$29.2K +51 +8%
AA
3694
Argent Advisors
Louisiana
$420K +$116K +203 +43%
SMH
3695
Sanders Morris Harris
Texas
$420K -$15.7M -27,436 -98%
HWP
3696
Highline Wealth Partners
California
$419K -$72K -126 -16%
FPCG
3697
Forum Private Client Group
Indiana
$419K -$4.57K -8 -1%
TDWM
3698
Topel & Distasi Wealth Management
California
$418K +$1.72K +3 +0.4%
MWM
3699
Mittelman Wealth Management
Massachusetts
$417K -$8K -14 -2%
PTCG
3700
Pring Turner Capital Group
California
$415K – – –
146 147
148
149 150