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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WFS
3726
WealthGarden F.S.
California
$393K +$75.4K +128 +24%
VIA
3727
Vickerman Investment Advisors
Washington
$393K -$26.5K -45 -6%
GPWA
3728
Great Point Wealth Advisors
Massachusetts
$393K -$2.95K -5 -0.7%
MCWA
3729
Meadow Creek Wealth Advisors
Georgia
$392K +$589 +1 +0.1%
QIM
3730
Quest Investment Management
Oregon
$390K – – –
LB
3731
Legacy Bridge
Iowa
$390K – – –
MWA
3732
Miller Wealth Advisors
Colorado
$389K +$1.18K +2 +0.3%
CTC
3733
Corundum Trust Company
South Dakota
$388K -$588K -998 -60%
PWM
3734
Parkworth Wealth Management
California
$388K +$390K +662 New
PCA
3735
Purkiss Capital Advisors
Connecticut
$388K +$389K +661 New
CCM
3736
Cutler Capital Management
Massachusetts
$387K -$589 -1 -0.2%
CRI
3737
Colonial River Investments
Virginia
$386K -$25.3K -43 -6%
NWMG
3738
National Wealth Management Group
Ohio
$384K +$78.4K +133 +25%
CI
3739
CPR Investments
Michigan
$383K – – –
PWM
3740
Partners Wealth Management
California
$383K +$385K +654 New
BKA
3741
Brick & Kyle Associates
Pennsylvania
$383K +$385K +653 New
SMAM
3742
Sugar Maple Asset Management
Wisconsin
$383K – – –
AMG
3743
Advisors Management Group
Wisconsin
$382K +$50.1K +85 +15%
RAM
3744
Ramirez Asset Management
New York
$381K – – –
VCM
3745
Versant Capital Management
Arizona
$381K +$5.3K +9 +1%
MAG
3746
Mayfair Advisory Group
Alabama
$380K +$21.2K +36 +6%
CIA
3747
Cascade Investment Advisors
Oregon
$379K – – –
HKIM
3748
Hayek Kallen Investment Management
Alabama
$379K +$11.8K +20 +3%
EFIC
3749
Eliot Finkel Investment Counsel
California
$378K – – –
TPCM
3750
Templeton & Phillips Capital Management
Tennessee
$378K – – –
148 149
150
151 152