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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCM
3726
Templeton & Phillips Capital Management
Tennessee
$361K – – –
VIA
3727
Vickerman Investment Advisors
Washington
$360K -$15.3K -26 -4%
VCM
3728
Versant Capital Management
Arizona
$360K -$3.53K -6 -0.9%
PA
3729
PFW Advisors
Georgia
$360K – – –
PCA
3730
Purkiss Capital Advisors
Connecticut
$359K -$11.2K -19 -3%
AC
3731
Asio Capital
Kentucky
$359K +$150K +255 +66%
IW
3732
Instrumental Wealth
Florida
$358K +$383K +651 New
SWM
3733
Scissortail Wealth Management
Oklahoma
$357K +$588 +1 +0.2%
BA
3734
Baugh & Associates
Georgia
$357K -$1.76K -3 -0.4%
ARA
3735
Alexander Randolph Advisory
Virginia
$356K +$22.3K +38 +6%
MWP
3736
Meridian Wealth Partners
Pennsylvania
$355K +$11.8K +20 +3%
BI
3737
Beckerman Institutional
New Jersey
$355K – – –
IWP
3738
IAG Wealth Partners
Wisconsin
$352K +$37.6K +64 +11%
OWCM
3739
One Wealth Capital Management
Arizona
$352K -$50K -85 -12%
SA
3740
Stewardship Advisors
Pennsylvania
$351K -$361K -615 -49%
KAM
3741
Knightsbridge Asset Management
California
$351K – – –
DCM
3742
Dudley Capital Management
Virginia
$350K -$5.29K -9 -1%
AFP
3743
Advus Financial Partners
Florida
$350K – – –
PWCM
3744
Processus Wealth & Capital Management
Tennessee
$350K – – –
CWA
3745
Centennial Wealth Advisory
Michigan
$346K -$34.1K -58 -9%
NC
3746
NovaPoint Capital
Georgia
$346K – – –
RWM
3747
RBA Wealth Management
California
$346K -$322K -547 -47%
SF
3748
Strategent Financial
Virginia
$345K – – –
MCM
3749
Mendel Capital Management
Arkansas
$345K +$588 +1 +0.2%
BFP
3750
Briaud Financial Planning
Texas
$344K – – –
148 149
150
151 152