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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
3751
Vision Capital Management
Oregon
$565K +$81.6K +120 +16%
DWA
3752
Delap Wealth Advisory
Oregon
$562K – – –
FF
3753
Finley Financial
Nevada
$560K – – –
SDJVC
3754
St. Denis J. Villere & Co
Louisiana
$559K – – –
SGCM
3755
Sanchez Gaunt Capital Management
Nevada
$559K +$584K +859 New
SFG
3756
Snider Financial Group
Washington
$558K -$2.31M -3,401 -80%
PWP
3757
Parkwoods Wealth Partners
New York
$558K -$11.6K -17 -2%
JSA
3758
Jacobson & Schmitt Advisors
Wisconsin
$558K – – –
GPWM
3759
Grant Private Wealth Management
California
$558K +$52.4K +77 +10%
PE
3760
PCM Encore
Colorado
$557K +$25.8K +38 +5%
LSL
3761
Legacy Solutions LLC
Pennsylvania
$556K +$680 +1 +0.1%
OFS
3762
Orrstown Financial Services
Pennsylvania
$556K -$57.1K -84 -9%
JAFL
3763
Jay A. Fishman Ltd
Michigan
$556K – – –
SH
3764
SLT Holdings
Arizona
$555K +$38.1K +56 +7%
WIP
3765
WealthCare Investment Partners
Rhode Island
$555K -$8.84K -13 -2%
AWMS
3766
Advocacy Wealth Management Services
Georgia
$554K -$3.27M -4,816 -85%
RC
3767
Rahlfs Capital
Texas
$553K – – –
VPF
3768
Vantage Point Financial
Illinois
$552K +$301K +443 +109%
WWM
3769
WJ Wealth Management
Arizona
$551K +$27.2K +40 +5%
AC
3770
Arjuna Capital
North Carolina
$551K +$576K +847 New
EIA
3771
Eastover Investment Advisors
North Carolina
$550K -$15K -22 -3%
TM
3772
Torren Management
California
$548K -$3.4K -5 -0.6%
BWM
3773
Brown Wealth Management
Illinois
$547K -$21.8K -32 -4%
CCAL
3774
City Center Advisors LLC
Michigan
$546K -$241K -355 -30%
SPW
3775
Stillwater Private Wealth
Pennsylvania
$546K +$570K +838 New
149 150
151
152 153