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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
GWSA
3776
Global Wealth Strategies & Associates
Colorado
$365K -$20K -34 -5%
PW
3777
Peninsula Wealth
California
$365K – – –
EAMA
3778
EFG Asset Management (Americas)
Florida
$365K – – –
NC
3779
NovaPoint Capital
Georgia
$363K -$28.9K -49 -7%
BTWM
3780
Baker Tilly Wealth Management
Wisconsin
$362K -$378K -642 -51%
CAM
3781
Clark Asset Management
New Hampshire
$362K -$58.9K -100 -14%
SF
3782
Strategent Financial
Virginia
$362K +$364K +617 New
MFG
3783
Menard Financial Group
Texas
$362K +$364K +617 New
MCM
3784
Mendel Capital Management
Arkansas
$361K +$5.89K +10 +2%
MWP
3785
Meridian Wealth Partners
Pennsylvania
$360K +$14.7K +25 +4%
BFP
3786
Briaud Financial Planning
Texas
$360K – – –
MCC
3787
Maiden Cove Capital
Maine
$359K +$32.4K +55 +10%
UPS
3788
UHLMANN PRICE SECURITIES
Illinois
$357K +$589 +1 +0.2%
RF
3789
Robinswood Financial
Washington
$356K +$1.18K +2 +0.3%
CA
3790
Crane Advisory
California
$355K – – –
MGWA
3791
Monument Group Wealth Advisors
Massachusetts
$355K – – –
PHWM
3792
Pine Harbor Wealth Management
Maryland
$353K +$4.12K +7 +1%
AC
3793
Anson Capital
Georgia
$353K – – –
PRTG
3794
Post Resch Tallon Group
New York
$353K +$355K +603 New
TKP
3795
Tallon Kerry Patrick
$353K +$355K +603 New
CWP
3796
Corepath Wealth Partners
Arizona
$352K – – –
CGIM
3797
Cannon Global Investment Management
Florida
$352K +$353K +600 New
LFS
3798
Littlejohn Financial Services
Oregon
$352K +$353K +600 New
GCWM
3799
Graham Capital Wealth Management
District of Columbia
$351K +$353K +600 New
KB
3800
Kimelman & Baird
New York
$351K -$29.5K -50 -8%
150 151
152
153 154