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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
4026
ShankerValleau Wealth Advisors
Illinois
$438K – – –
PWM
4027
Prentice Wealth Management
New York
$438K +$425K +586 New
TP
4028
Thayer Partners
Pennsylvania
$436K -$47.9K -66 -10%
IFA
4029
Interactive Financial Advisors
Illinois
$435K +$18.1K +25 +4%
CWRP
4030
Cassady Wealth & Retirement Planning
Nevada
$435K +$54.4K +75 +15%
DA
4031
Dash Acquisitions
California
$434K +$5.8K +8 +1%
RK
4032
Rather & Kittrell
Tennessee
$434K -$58.7K -81 -12%
PCM
4033
Presidio Capital Management
California
$434K +$2.9K +4 +0.7%
LWA
4034
Lineweaver Wealth Advisors
Ohio
$433K – – –
CRW
4035
Clarity Retirement & Wealth
Massachusetts
$433K +$26.1K +36 +7%
HA
4036
Harfst & Associates
Wyoming
$432K – – –
ASW
4037
Astoria Strategic Wealth
Texas
$432K – – –
VPF
4038
Vantage Point Financial
Illinois
$431K -$196K -271 -32%
AWMNH
4039
Arcadia Wealth Management (New Hampshire)
New Hampshire
$431K -$182K -251 -30%
RCMF
4040
RK Capital Management (Florida)
Florida
$431K -$7.02M -9,686 -94%
WAM
4041
WealthCare Asset Management
Missouri
$430K +$27.6K +38 +7%
KG
4042
Kilter Group
New York
$430K – – –
FFC
4043
First Financial Corp
Indiana
$429K – – –
GI
4044
GLOBALT Investments
Georgia
$429K – – –
BCAM
4045
Boston Common Asset Management
Massachusetts
$427K – – –
BCM
4046
Blume Capital Management
California
$427K – – –
FCFC
4047
First Citizens Financial Corp
Iowa
$427K – – –
KFS
4048
Kurt F. Somerville
$427K – – –
MQWP
4049
Morey & Quinn Wealth Partners
Nebraska
$427K +$47.1K +65 +13%
OAG
4050
Oakmont Advisory Group
New Mexico
$427K – – –
160 161
162
163 164