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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
3901
Brio Consultants
California
$515K +$88.5K +122 +22%
IWM
3902
Integris Wealth Management
California
$515K +$21K +29 +4%
CS
3903
Crescent Sterling
Louisiana
$515K +$91.4K +126 +22%
MHFA
3904
Mission Hills Financial Advisory
California
$514K -$257K -354 -34%
PK
3905
Pflug Koory
Nebraska
$513K +$725 +1 +0.1%
GCP
3906
Guardian Capital (Pennsylvania)
Pennsylvania
$512K -$80.5K -111 -14%
FWWM
3907
Fiscal Wisdom Wealth Management
Connecticut
$512K +$139K +192 +39%
MWM
3908
McNaughton Wealth Management
California
$512K -$6.53K -9 -1%
MWP
3909
Moller Wealth Partners
$512K – – –
TAM
3910
Todd Asset Management
Kentucky
$512K -$10.9K -15 -2%
CC
3911
Clearwave Capital
California
$511K +$725 +1 +0.1%
MBI
3912
May Barnhard Investments
Maryland
$510K – – –
AFS
3913
Access Financial Services
Minnesota
$509K -$15.2K -21 -3%
GCP
3914
Gill Capital Partners
Colorado
$509K -$21.8K -30 -4%
SRCM
3915
Signature Resources Capital Management
California
$509K +$183K +252 +59%
HA
3916
Heffernan Advisory
Arizona
$508K +$493K +680 New
MAG
3917
Mayfair Advisory Group
Alabama
$508K -$6.53K -9 -1%
GJIA
3918
Glass Jacobson Investment Advisors
Maryland
$506K +$11.6K +16 +2%
BFA
3919
Benedict Financial Advisors
Georgia
$506K +$1.45K +2 +0.3%
CL
3920
CLG LLC
California
$505K -$10.2K -14 -2%
MCWA
3921
Meadow Creek Wealth Advisors
Georgia
$504K +$725 +1 +0.1%
TDWM
3922
Topel & Distasi Wealth Management
California
$504K – – –
UWP
3923
Uniting Wealth Partners
Kansas
$504K -$32.6K -45 -6%
MWA
3924
Miller Wealth Advisors
Colorado
$503K – – –
EFG
3925
Elevated Financial Group
Indiana
$503K -$260K -359 -35%
155 156
157
158 159