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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SPG
3876
Strategic Planning Group
Utah
$530K +$25.7K +38 +5%
TWA
3877
Trace Wealth Advisors
California
$528K -$16.9K -25 -3%
WFA
3878
WestHill Financial Advisors
California
$528K – – –
PS
3879
Planned Solutions
California
$528K – – –
AWS
3880
Alliance Wealth Strategies
Virginia
$527K +$522K +773 New
PA
3881
PFW Advisors
Georgia
$527K – – –
VAG
3882
Vannoy Advisory Group
Texas
$526K – – –
RPGNY
3883
Retirement Planning Group (New York)
New York
$523K +$1.35K +2 +0.3%
CFG
3884
Certior Financial Group
Pennsylvania
$522K +$2.7K +4 +0.5%
WBWA
3885
William B. Walkup & Associates
South Carolina
$522K – – –
LWA
3886
LifeGoal Wealth Advisors
New York
$522K +$109K +162 +27%
BFA
3887
Brown Financial Advisory
Alabama
$522K -$2.03K -3 -0.4%
FFO
3888
Fortitude Family Office
Arizona
$521K – – –
CC
3889
Commons Capital
Massachusetts
$521K +$125K +185 +32%
MHIC
3890
Marble Harbor Investment Counsel
Massachusetts
$520K -$25K -37 -5%
NFTC
3891
North Forty Two & Co
Oregon
$519K – – –
KAM
3892
Knightsbridge Asset Management
California
$519K +$90.6K +134 +21%
5NPW
3893
55 North Private Wealth
Florida
$518K +$514K +760 New
SHF
3894
Stage Harbor Financial
Massachusetts
$516K – – –
LWMNY
3895
Landmark Wealth Management (New York)
New York
$516K – – –
AFS
3896
Access Financial Services
Minnesota
$516K -$65.6K -97 -11%
FNA
3897
First National Advisers
Nebraska
$513K -$354K -524 -41%
EF
3898
Elite Financial
Idaho
$513K -$22.3K -33 -4%
RCM
3899
RMR Capital Management
California
$512K +$273K +404 +117%
AM
3900
Atwater Malick
Pennsylvania
$511K – – –
154 155
156
157 158