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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CPWM
3876
Cypress Point Wealth Management
Texas
$328K +$641 +1 +0.2%
SCI
3877
Stableford Capital II
Arizona
$327K -$26.9K -42 -8%
MAM
3878
Mullooly Asset Management
New Jersey
$325K +$641 +1 +0.2%
AI
3879
Axos Invest
Nevada
$325K -$85.3K -133 -21%
HDA
3880
Harold Davidson & Associates
California
$325K +$313K +488 New
SFG
3881
Synergy Financial Group
California
$322K -$25.6K -40 -8%
4A
3882
4Wealth Advisors
Illinois
$322K -$11.5K -18 -4%
RIP
3883
Reliant Investment Partners
North Carolina
$319K – – –
BC
3884
Blackhill Capital
New Jersey
$318K – – –
GPW
3885
Gray Private Wealth
Massachusetts
$318K – – –
FHWM
3886
Fox Hill Wealth Management
Massachusetts
$318K -$641 -1 -0.2%
TS
3887
TradeWell Securities
Indiana
$317K +$641 +1 +0.2%
WMWM
3888
Whitaker-Myers Wealth Managers
Ohio
$317K -$2.49M -3,882 -89%
SVWA
3889
Sarver Vrooman Wealth Advisors
Missouri
$316K – – –
GCA
3890
Greenwood Capital Associates
South Carolina
$312K – – –
PWP
3891
Phillips Wealth Planners
Mississippi
$310K -$25.6K -40 -8%
CIR
3892
Clear Investment Research
Georgia
$310K -$17.9K -28 -6%
ALC
3893
Alexander Labrunerie & Co
Missouri
$309K +$297K +464 New
BIA
3894
Benchmark Investment Advisors
Illinois
$308K +$297K +463 New
DI
3895
DAGCO Inc
Ohio
$308K – – –
CSC
3896
Caldwell Sutter Capital
California
$307K – – –
CIS
3897
Continental Investors Services
Washington
$307K -$17.9K -28 -6%
PJSIMP
3898
P.J. Schmidt Investment Management (PJS)
Wisconsin
$306K -$16K -25 -5%
CGFA
3899
Colton Groome Financial Advisors
North Carolina
$306K -$3.21K -5 -1%
MWM
3900
Moulton Wealth Management
Washington
$305K +$641 +1 +0.2%
154 155
156
157 158