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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
3876
Crew Capital Management
Ohio
$533K – – –
ECM
3877
Elgethun Capital Management
South Dakota
$533K +$115K +170 +28%
GPWM
3878
Grant Private Wealth Management
California
$533K -$31.8K -47 -6%
OAM
3879
Oak Asset Management
California
$532K – – –
PMAM
3880
Picton Mahoney Asset Management
Ontario, Canada
$532K – – –
FWA
3881
Fulcrum Wealth Advisors
Washington
$532K +$527K +780 New
SC
3882
Schoolcraft Capital
Colorado
$530K +$22.3K +33 +4%
SPG
3883
Strategic Planning Group
Utah
$530K +$25.7K +38 +5%
TWA
3884
Trace Wealth Advisors
California
$528K -$16.9K -25 -3%
WFA
3885
WestHill Financial Advisors
California
$528K – – –
PS
3886
Planned Solutions
California
$528K – – –
AWS
3887
Alliance Wealth Strategies
Virginia
$527K +$522K +773 New
PA
3888
PFW Advisors
Georgia
$527K – – –
VAG
3889
Vannoy Advisory Group
Texas
$526K – – –
RPGNY
3890
Retirement Planning Group (New York)
New York
$523K +$1.35K +2 +0.3%
CFG
3891
Certior Financial Group
Pennsylvania
$522K +$2.7K +4 +0.5%
WBWA
3892
William B. Walkup & Associates
South Carolina
$522K – – –
LWA
3893
LifeGoal Wealth Advisors
New York
$522K +$109K +162 +27%
BFA
3894
Brown Financial Advisory
Alabama
$522K -$2.03K -3 -0.4%
FFO
3895
Fortitude Family Office
Arizona
$521K – – –
CC
3896
Commons Capital
Massachusetts
$521K +$125K +185 +32%
MHIC
3897
Marble Harbor Investment Counsel
Massachusetts
$520K -$25K -37 -5%
NFTC
3898
North Forty Two & Co
Oregon
$519K – – –
KAM
3899
Knightsbridge Asset Management
California
$519K +$90.6K +134 +21%
5NPW
3900
55 North Private Wealth
Florida
$518K +$514K +760 New
154 155
156
157 158