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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
3726
Private Wealth Management Group
New Jersey
$586K +$27.2K +40 +5%
AIA
3727
AIMZ Investment Advisors
California
$586K -$17K -25 -3%
RIA
3728
RPG Investment Advisory
California
$585K -$8.84K -13 -1%
MSWM
3729
McGlone Suttner Wealth Management
Wisconsin
$584K +$680 +1 +0.1%
KTM
3730
Keeler Thomas Management
Utah
$584K +$680 +1 +0.1%
HA
3731
HC Advisors
Georgia
$583K +$65.3K +96 +12%
RFWA
3732
RPg Family Wealth Advisory
Massachusetts
$582K -$82.9K -122 -12%
BG
3733
Bollard Group
Massachusetts
$581K +$63.2K +93 +12%
JCFM
3734
JBR Co Financial Management
Oklahoma
$579K – – –
WP
3735
WealthPLAN Partners
Nebraska
$577K -$687K -1,011 -53%
SIS
3736
Strategic Investment Solutions
Illinois
$577K +$6.12K +9 +1%
HBFP
3737
Henderson Brothers Financial Partners
Pennsylvania
$575K +$601K +884 New
AFW
3738
Atlantic Family Wealth
Florida
$575K – – –
MC
3739
Matisse Capital
Oregon
$574K -$57.1K -84 -9%
CWA
3740
CJM Wealth Advisers
Virginia
$572K +$115K +169 +24%
DWM
3741
DeLarme Wealth Management
California
$572K +$184K +271 +44%
IWS
3742
Intentional Wealth Strategies
Colorado
$571K +$597K +878 New
MKC
3743
M. Kraus & Co
Vermont
$570K +$306K +450 +106%
CWA
3744
Choice Wealth Advisors
Maine
$569K -$118K -174 -17%
MIP
3745
Marietta Investment Partners
Wisconsin
$569K -$4.76K -7 -0.8%
CRA
3746
Clear Retirement Advice
California
$568K – – –
KPWM
3747
KDK Private Wealth Management
Texas
$568K +$53.7K +79 +10%
CS
3748
Clear Street
New York
$567K -$8.19M -12,050 -93%
PIA
3749
Petredis Investment Advisors
Pennsylvania
$566K – – –
RF
3750
Roxbury Financial
New Jersey
$565K +$2.04K +3 +0.3%
148 149
150
151 152