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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
DP
4026
Denver PWM
Colorado
$383K +$354K +520 New
FF
4027
Francis Financial
$383K -$42.2K -62 -10%
RWM
4028
Riverchase Wealth Management
Texas
$383K +$400K +588 New
BWG
4029
Boomfish Wealth Group
Georgia
$382K -$1.36K -2 -0.3%
VRM
4030
Vectors Research Management
New York
$382K – – –
LHEI
4031
Leo H. Evart Inc
California
$382K +$399K +587 New
GCG
4032
Gilbert Capital Group
Maine
$382K -$59.8K -88 -13%
SWA
4033
ShankerValleau Wealth Advisors
Illinois
$382K – – –
IFA
4034
Interactive Financial Advisors
Illinois
$381K -$26.5K -39 -6%
PDM
4035
Penn Davis McFarland
Texas
$379K -$186K -273 -32%
LWA
4036
Lineweaver Wealth Advisors
Ohio
$377K -$204K -300 -34%
MPW
4037
MGO Private Wealth
California
$377K -$6.11M -8,990 -94%
GPW
4038
Gentry Private Wealth
Kansas
$376K – – –
HA
4039
Harfst & Associates
Wyoming
$376K -$6.8K -10 -2%
ASW
4040
Astoria Strategic Wealth
Texas
$376K – – –
PWM
4041
Palacios Wealth Management
Florida
$376K +$356K +523 New
FMB
4042
Field & Main Bank
Kentucky
$375K -$38.1K -56 -9%
PCM
4043
Presidio Capital Management
California
$375K -$9.52K -14 -2%
KG
4044
Kilter Group
New York
$375K – – –
WFS
4045
Walker Financial Services
Kentucky
$374K -$1.36K -2 -0.3%
FFC
4046
First Financial Corp
Indiana
$374K -$532K -783 -58%
GI
4047
GLOBALT Investments
Georgia
$374K – – –
OAG
4048
Oakmont Advisory Group
New Mexico
$372K +$2.72K +4 +0.7%
BCAM
4049
Boston Common Asset Management
Massachusetts
$372K -$913K -1,343 -70%
BCM
4050
Blume Capital Management
California
$372K – – –
160 161
162
163 164