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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AMG
3751
Advisors Management Group
Wisconsin
$403K -$27.6K -43 -7%
KFP
3752
Kerr Financial Planning
California
$403K +$384K +599 New
CA
3753
Crane Advisory
California
$403K – – –
VRM
3754
Vectors Research Management
New York
$402K -$37.8K -59 -9%
LWA
3755
LifeGoal Wealth Advisors
New York
$402K +$13.5K +21 +4%
WA
3756
WPG Advisers
Maryland
$401K +$2.56K +4 +0.7%
RI
3757
Rinkey Investments
California
$400K +$6.41K +10 +2%
TFP
3758
Tilia Fiduciary Partners
North Carolina
$400K -$91.7K -143 -19%
DWM
3759
Daner Wealth Management
Georgia
$400K – – –
MWA
3760
Muirfield Wealth Advisors
North Carolina
$398K +$1.28K +2 +0.3%
HA
3761
Herold Advisors
New York
$397K -$287K -447 -43%
DCM
3762
Dudley Capital Management
Virginia
$397K -$3.21K -5 -0.8%
AFP
3763
Advus Financial Partners
Florida
$397K – – –
CPA
3764
Cathy Pareto & Associates
Florida
$396K -$67.3K -105 -15%
SKK
3765
Shepherd Kaplan Krochuk
Massachusetts
$396K +$641 +1 +0.2%
WFS
3766
Walker Financial Services
Kentucky
$395K -$10.3K -16 -3%
BWP
3767
BlueStem Wealth Partners
Minnesota
$392K -$17.9K -28 -5%
SEP
3768
Southland Equity Partners
Missouri
$392K -$62.2K -97 -14%
HA
3769
Harfst & Associates
Wyoming
$392K – – –
MCM
3770
Mill Capital Management
North Carolina
$392K +$16.7K +26 +5%
SPWM
3771
Straight Path Wealth Management
Michigan
$391K +$29.5K +46 +9%
SWA
3772
ShankerValleau Wealth Advisors
Illinois
$391K -$3.85K -6 -1%
SAS
3773
Spurstone Advisory Services
Connecticut
$390K – – –
IA
3774
Inspire Advisors
Idaho
$388K +$35.3K +55 +10%
CSPIA
3775
Cary Street Partners Investment Advisory
Virginia
$388K -$101K -157 -21%
149 150
151
152 153