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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
VRM
3751
Vectors Research Management
New York
$402K -$37.8K -59 -9%
LWA
3752
LifeGoal Wealth Advisors
New York
$402K +$13.5K +21 +4%
WA
3753
WPG Advisers
Maryland
$401K +$2.56K +4 +0.7%
RI
3754
Rinkey Investments
California
$400K +$6.41K +10 +2%
TFP
3755
Tilia Fiduciary Partners
North Carolina
$400K -$91.7K -143 -19%
DWM
3756
Daner Wealth Management
Georgia
$400K – – –
MWA
3757
Muirfield Wealth Advisors
North Carolina
$398K +$1.28K +2 +0.3%
HA
3758
Herold Advisors
New York
$397K -$287K -447 -43%
DCM
3759
Dudley Capital Management
Virginia
$397K -$3.21K -5 -0.8%
CPA
3760
Cathy Pareto & Associates
Florida
$396K -$67.3K -105 -15%
SKK
3761
Shepherd Kaplan Krochuk
Massachusetts
$396K +$641 +1 +0.2%
WFS
3762
Walker Financial Services
Kentucky
$395K -$10.3K -16 -3%
BWP
3763
BlueStem Wealth Partners
Minnesota
$392K -$17.9K -28 -5%
SEP
3764
Southland Equity Partners
Missouri
$392K -$62.2K -97 -14%
HA
3765
Harfst & Associates
Wyoming
$392K – – –
MCM
3766
Mill Capital Management
North Carolina
$392K +$16.7K +26 +5%
SPWM
3767
Straight Path Wealth Management
Michigan
$391K +$29.5K +46 +9%
SWA
3768
ShankerValleau Wealth Advisors
Illinois
$391K -$3.85K -6 -1%
SAS
3769
Spurstone Advisory Services
Connecticut
$390K – – –
IA
3770
Inspire Advisors
Idaho
$388K +$35.3K +55 +10%
CSPIA
3771
Cary Street Partners Investment Advisory
Virginia
$388K -$101K -157 -21%
PCM
3772
Poehling Capital Management
Wisconsin
$388K -$19.9K -31 -5%
TC
3773
Trust Company
Kansas
$386K +$135K +210 +57%
CA
3774
CWC Advisors
Oregon
$386K +$34K +53 +10%
CC
3775
Commons Capital
Massachusetts
$385K +$1.92K +3 +0.5%
149 150
151
152 153