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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
OBGC
3726
O'Brien Greene & Co
Pennsylvania
$417K -$12.8K -20 -3%
DI
3727
Diligent Investors
California
$416K -$1.28K -2 -0.3%
SC
3728
Schiavi & Co
Delaware
$415K +$86.5K +135 +28%
RF
3729
Robinswood Financial
Washington
$415K +$7.69K +12 +2%
AWMNH
3730
Arcadia Wealth Management (New Hampshire)
New Hampshire
$414K -$58.3K -91 -13%
TWP
3731
Total Wealth Planning
Ohio
$413K -$22.4K -35 -5%
VCM
3732
Verde Capital Management
Michigan
$413K -$8.97K -14 -2%
GWSA
3733
Global Wealth Strategies & Associates
Colorado
$412K -$46.8K -73 -11%
MCM
3734
Mendel Capital Management
Arkansas
$411K – – –
SF
3735
Strategent Financial
Virginia
$411K – – –
CCM
3736
Coerente Capital Management
Ontario, Canada
$410K -$103K -160 -21%
NPF
3737
Norris Perne & French
Michigan
$409K -$3.85K -6 -1%
SFP
3738
Strategic Financial Partners
Oregon
$407K – – –
CWP
3739
Corepath Wealth Partners
Arizona
$407K +$641 +1 +0.2%
CSF
3740
Capital Squared Financial
Maryland
$407K +$1.28K +2 +0.3%
ECM
3741
Elgethun Capital Management
South Dakota
$407K +$14.1K +22 +4%
SIM
3742
Synergy Investment Management
Florida
$406K +$21.2K +33 +6%
ONSWM
3743
Old North State Wealth Management
North Carolina
$405K -$641 -1 -0.2%
AWC
3744
Adamsbrown Wealth Consultants
Kansas
$404K +$1.92K +3 +0.5%
MWP
3745
Meridian Wealth Partners
Pennsylvania
$404K – – –
MGWA
3746
Monument Group Wealth Advisors
Massachusetts
$404K – – –
GI
3747
GLOBALT Investments
Georgia
$403K -$32.1K -50 -8%
AMG
3748
Advisors Management Group
Wisconsin
$403K -$27.6K -43 -7%
KFP
3749
Kerr Financial Planning
California
$403K +$384K +599 New
CA
3750
Crane Advisory
California
$403K – – –
148 149
150
151 152