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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
3876
Continuum Wealth Advisors
New York
$310K +$18.9K +33 +7%
4A
3877
4Wealth Advisors
Illinois
$309K -$18.3K -32 -6%
OFA
3878
Oak Family Advisors
Illinois
$307K -$32K -56 -10%
AC
3879
Applied Capital
Arkansas
$306K -$46.9K -82 -14%
BI
3880
Bramshill Investments
Florida
$306K +$22.3K +39 +9%
FAI
3881
Fiduciary Advisors Inc
Missouri
$305K -$4.57K -8 -2%
SPAS
3882
Spectrum Planning & Advisory Services
California
$305K +$282K +494 New
CIR
3883
Clear Investment Research
Georgia
$305K – – –
CPWM
3884
Cypress Point Wealth Management
Texas
$304K +$2.86K +5 +1%
CIS
3885
Continental Investors Services
Washington
$304K +$2.86K +5 +1%
KFS
3886
Kurt F. Somerville
$303K +$22.9K +40 +9%
SC
3887
Schiavi & Co
Delaware
$302K – – –
MAM
3888
Mullooly Asset Management
New Jersey
$301K +$1.14K +2 +0.4%
PJSIMP
3889
P.J. Schmidt Investment Management (PJS)
Wisconsin
$300K -$20K -35 -7%
ARG
3890
Advisory Resource Group
Oklahoma
$298K +$65.7K +115 +31%
WRM
3891
Weybosset Research & Management
Rhode Island
$297K – – –
PFA
3892
Professional Financial Advisors
Nebraska
$295K -$157K -274 -36%
BC
3893
Blackhill Capital
New Jersey
$295K – – –
GPW
3894
Gray Private Wealth
Massachusetts
$295K -$32K -56 -10%
FHWM
3895
Fox Hill Wealth Management
Massachusetts
$295K +$6.86K +12 +3%
QFPS
3896
Quantum Financial Planning Services
Washington
$294K +$272K +476 New
RIP
3897
Reliant Investment Partners
North Carolina
$294K – – –
BCM
3898
Barometer Capital Management
Ontario, Canada
$293K +$272K +475 New
SVWA
3899
Sarver Vrooman Wealth Advisors
Missouri
$293K – – –
TS
3900
TradeWell Securities
Indiana
$293K +$21.2K +37 +8%
154 155
156
157 158