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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWM
3901
Twelve Points Wealth Management
Massachusetts
$455K +$180K +265 +61%
TAM
3902
Todd Asset Management
Kentucky
$455K -$3.62M -5,327 -88%
MAG
3903
Mayfair Advisory Group
Alabama
$453K +$20.4K +30 +5%
CPWL
3904
Coquina Private Wealth LLC
Florida
$453K +$43.5K +64 +10%
MWM
3905
McNaughton Wealth Management
California
$452K -$28.6K -42 -6%
5W
3906
5T Wealth
California
$452K +$473K +695 New
SIM
3907
Synergy Investment Management
Florida
$452K +$49K +72 +12%
S
3908
SimplyRich
California
$451K – – –
PWS
3909
Proactive Wealth Strategies
Georgia
$450K +$246K +362 +110%
CLA
3910
Carnegie Lake Advisors
New Jersey
$450K +$680 +1 +0.1%
MWM
3911
Mindset Wealth Management
Indiana
$450K -$284K -418 -38%
CL
3912
CLG LLC
California
$449K +$9.52K +14 +2%
CCA
3913
Cadent Capital Advisors
Oklahoma
$448K -$10.2K -15 -2%
MWP
3914
Moller Wealth Partners
$446K +$1.36K +2 +0.3%
PK
3915
Pflug Koory
Nebraska
$446K +$1.36K +2 +0.3%
SFG
3916
SevenBridge Financial Group
Pennsylvania
$446K -$163K -240 -28%
GPWA
3917
Great Point Wealth Advisors
Massachusetts
$445K – – –
RWA
3918
Resolute Wealth Advisor
Ohio
$444K +$464K +683 New
MBI
3919
May Barnhard Investments
Maryland
$444K -$42.2K -62 -8%
CC
3920
Clearwave Capital
California
$444K +$1.36K +2 +0.3%
AA
3921
Argent Advisors
Louisiana
$442K +$101K +148 +28%
BRIA
3922
Balanced Rock Investment Advisors
Massachusetts
$440K – – –
BFA
3923
Benedict Financial Advisors
Georgia
$440K -$165K -242 -26%
CIA
3924
CCM Investment Advisers
South Carolina
$440K +$1.36K +2 +0.3%
BA
3925
Ballew Advisors
Mississippi
$439K +$54.4K +80 +14%
155 156
157
158 159