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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
3901
Cornerstone Management
Georgia
$295K -$17.7K -30 -6%
RWM
3902
Revisor Wealth Management
Ohio
$294K -$140K -237 -32%
PCMM
3903
Piedmont Capital Management (Montana)
Montana
$294K – – –
RCM
3904
Richardson Capital Management
Wisconsin
$294K -$2.36K -4 -0.8%
PAW
3905
Plan A Wealth
Nebraska
$294K +$295K +501 New
DFG
3906
Dynamic Financial Group
Iowa
$294K +$295K +501 New
FAI
3907
Fiduciary Advisors Inc
Missouri
$293K +$295K +500 New
TFA
3908
Teamwork Financial Advisors
Texas
$292K +$5.3K +9 +2%
KPP
3909
Kings Path Partners
Texas
$291K -$3.54K -6 -1%
TF
3910
TME Financial
California
$291K +$299K +508 New
SWP
3911
ShoreHaven Wealth Partners
New Jersey
$290K – – –
SL
3912
Summitry LLC
California
$290K +$291K +494 New
TPWM
3913
Twelve Points Wealth Management
Massachusetts
$289K -$23K -39 -7%
DA
3914
Dash Acquisitions
California
$289K +$282K +478 New
CIR
3915
Clear Investment Research
Georgia
$289K – – –
CA
3916
CWC Advisors
Oregon
$288K +$5.89K +10 +2%
PBF
3917
Petix & Botte Financial
California
$287K – – –
TIAAOA
3918
Teachers Insurance & Annuity Association of America
New York
$287K -$284K -482 -50%
V
3919
ViaWealth
Kansas
$287K – – –
SC
3920
Schiavi & Co
Delaware
$286K – – –
FPW
3921
Flywheel Private Wealth
California
$286K +$288K +488 New
CNWM
3922
Clay Northam Wealth Management
California
$285K +$4.71K +8 +2%
CIS
3923
Continental Investors Services
Washington
$284K -$7.07K -12 -2%
WWA
3924
Wisconsin Wealth Advisors
Wisconsin
$284K +$286K +485 New
PMG
3925
Private Management Group
California
$284K +$285K +484 New
155 156
157
158 159