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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
NEPPG
3976
New England Professional Planning Group
Rhode Island
$471K – – –
HA
3977
Herold Advisors
New York
$471K – – –
OL
3978
OneFund LLC
Florida
$470K +$451K +622 +7,775%
CCA
3979
Cadent Capital Advisors
Oklahoma
$469K -$45K -62 -9%
PD
3980
Planning Directions
Pennsylvania
$468K +$725 +1 +0.2%
MWP
3981
Meridian Wealth Partners
Pennsylvania
$468K – – –
OBGC
3982
O'Brien Greene & Co
Pennsylvania
$468K -$5.8K -8 -1%
MPW
3983
MGO Private Wealth
California
$468K +$18.9K +26 +4%
RFWA
3984
RPg Family Wealth Advisory
Massachusetts
$467K -$196K -270 -30%
ECM
3985
Elgethun Capital Management
South Dakota
$466K -$72.5K -100 -14%
VWM
3986
Vigil Wealth Management
Florida
$466K – – –
TNAM
3987
Terra Nova Asset Management
New York
$465K -$230K -317 -34%
BA
3988
Baugh & Associates
Georgia
$465K -$65.3K -90 -13%
CAN
3989
Capital Advisor Network
Indiana
$464K -$10.2K -14 -2%
AWA
3990
A4 Wealth Advisors
North Carolina
$462K +$449K +619 New
DCM
3991
Dudley Capital Management
Virginia
$461K – – –
SF
3992
Strategent Financial
Virginia
$461K – – –
DWM
3993
Daner Wealth Management
Georgia
$461K – – –
SHFA
3994
Sherrill & Hutchins Financial Advisory
Georgia
$461K +$447K +617 New
SPAS
3995
Spectrum Planning & Advisory Services
California
$460K +$63.1K +87 +16%
RI
3996
Rinkey Investments
California
$456K +$3.63K +5 +0.8%
BFAG
3997
Blackston Financial Advisory Group
Florida
$454K +$155K +214 +54%
SCA
3998
St. Clair Advisors
Ohio
$453K – – –
CIA
3999
Cascade Investment Advisors
Oregon
$453K – – –
BWP
4000
BlueStem Wealth Partners
Minnesota
$452K +$4.35K +6 +1%
158 159
160
161 162