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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
KW
3776
KWB Wealth
California
$366K – – –
SWA
3777
ShankerValleau Wealth Advisors
Illinois
$366K – – –
SKK
3778
Shepherd Kaplan Krochuk
Massachusetts
$366K +$1.14K +2 +0.3%
HSWS
3779
Higgins & Schmidt Wealth Strategies
Colorado
$365K – – –
RI
3780
Rinkey Investments
California
$365K +$77.2K +135 +30%
ECM
3781
Elgethun Capital Management
South Dakota
$364K – – –
HA
3782
Harfst & Associates
Wyoming
$363K – – –
CAM
3783
Cidel Asset Management
Ontario, Canada
$363K +$336K +588 New
SAS
3784
Spurstone Advisory Services
Connecticut
$361K +$6.86K +12 +2%
BRIA
3785
Balanced Rock Investment Advisors
Massachusetts
$361K -$152K -266 -31%
HIF
3786
Hill Island Financial
Michigan
$360K +$32.6K +57 +11%
LWA
3787
LifeGoal Wealth Advisors
New York
$360K -$880K -1,539 -73%
RCM
3788
Richardson Capital Management
Wisconsin
$358K +$1.14K +2 +0.3%
GPW
3789
Gentry Private Wealth
Kansas
$357K – – –
ASW
3790
Astoria Strategic Wealth
Texas
$357K – – –
SIM
3791
Synergy Investment Management
Florida
$356K +$108K +189 +49%
JF
3792
Joule Financial
Kentucky
$356K +$329K +576 New
CC
3793
Commons Capital
Massachusetts
$356K +$17.7K +31 +6%
MQWP
3794
Morey & Quinn Wealth Partners
Nebraska
$355K -$190K -332 -37%
KG
3795
Kilter Group
New York
$353K – – –
HH
3796
HWG Holdings
Texas
$353K +$18.9K +33 +6%
FFL
3797
Future Fund LLC
Illinois
$353K +$327K +572 New
RWM
3798
RBA Wealth Management
California
$353K -$27.4K -48 -8%
BCAM
3799
Boston Common Asset Management
Massachusetts
$353K +$1.14K +2 +0.4%
EMC
3800
Everest Management Corp
California
$352K +$1.14K +2 +0.4%
150 151
152
153 154