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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
4001
Herold Advisors
New York
$471K – – –
OL
4002
OneFund LLC
Florida
$470K +$451K +622 +7,775%
CCA
4003
Cadent Capital Advisors
Oklahoma
$469K -$45K -62 -9%
PD
4004
Planning Directions
Pennsylvania
$468K +$725 +1 +0.2%
MWP
4005
Meridian Wealth Partners
Pennsylvania
$468K – – –
OBGC
4006
O'Brien Greene & Co
Pennsylvania
$468K -$5.8K -8 -1%
MPW
4007
MGO Private Wealth
California
$468K +$18.9K +26 +4%
RFWA
4008
RPg Family Wealth Advisory
Massachusetts
$467K -$196K -270 -30%
ECM
4009
Elgethun Capital Management
South Dakota
$466K -$72.5K -100 -14%
VWM
4010
Vigil Wealth Management
Florida
$466K – – –
TNAM
4011
Terra Nova Asset Management
New York
$465K -$230K -317 -34%
BA
4012
Baugh & Associates
Georgia
$465K -$65.3K -90 -13%
CAN
4013
Capital Advisor Network
Indiana
$464K -$10.2K -14 -2%
AWA
4014
A4 Wealth Advisors
North Carolina
$462K +$449K +619 New
DCM
4015
Dudley Capital Management
Virginia
$461K – – –
SF
4016
Strategent Financial
Virginia
$461K – – –
DWM
4017
Daner Wealth Management
Georgia
$461K – – –
SHFA
4018
Sherrill & Hutchins Financial Advisory
Georgia
$461K +$447K +617 New
SPAS
4019
Spectrum Planning & Advisory Services
California
$460K +$63.1K +87 +16%
RI
4020
Rinkey Investments
California
$456K +$3.63K +5 +0.8%
BFAG
4021
Blackston Financial Advisory Group
Florida
$454K +$155K +214 +54%
SCA
4022
St. Clair Advisors
Ohio
$453K – – –
CIA
4023
Cascade Investment Advisors
Oregon
$453K – – –
BWP
4024
BlueStem Wealth Partners
Minnesota
$452K +$4.35K +6 +1%
CA
4025
Crane Advisory
California
$450K – – –
159 160
161
162 163