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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
4051
Smith Partners Wealth Management
North Carolina
$406K +$403K +596 New
SKK
4052
Shepherd Kaplan Krochuk
Massachusetts
$406K +$1.35K +2 +0.3%
HWA
4053
Heritage Wealth Architects
Minnesota
$406K +$52K +77 +15%
SFCL
4054
Strengthening Families & Communities LLC
Massachusetts
$405K +$16.2K +24 +4%
SC
4055
Schiavi & Co
Delaware
$404K -$20.3K -30 -5%
PCM
4056
Presidio Capital Management
California
$403K +$24.3K +36 +6%
MWA
4057
Muirfield Wealth Advisors
North Carolina
$403K -$4.05K -6 -1%
BWG
4058
Boomfish Wealth Group
Georgia
$402K +$26.4K +39 +7%
VRM
4059
Vectors Research Management
New York
$401K -$10.1K -15 -2%
HA
4060
Harfst & Associates
Wyoming
$401K – – –
SWA
4061
ShankerValleau Wealth Advisors
Illinois
$400K – – –
MAG
4062
Meadowbrook Advisors Group
New Jersey
$400K +$397K +587 New
MWM
4063
Maltin Wealth Management
New Jersey
$399K -$161K -238 -29%
SAS
4064
Spurstone Advisory Services
Connecticut
$399K – – –
RWM
4065
Redstone Wealth Management
Oklahoma
$399K +$395K +585 New
SI
4066
Stonekeep Investments
New Mexico
$398K -$41.2K -61 -9%
KWM
4067
Koa Wealth Management
California
$398K -$58.1K -86 -13%
PEWA
4068
Pacific Excel Wealth Advisors
California
$397K +$393K +582 New
BCM
4069
Bayesian Capital Management
New York
$396K -$2.11M -3,120 -84%
SCA
4070
Stillwater Capital Advisors
Pennsylvania
$395K +$27.7K +41 +8%
GPW
4071
Gentry Private Wealth
Kansas
$394K -$119K -176 -23%
ASW
4072
Astoria Strategic Wealth
Texas
$394K – – –
WFS
4073
Walker Financial Services
Kentucky
$394K -$10.8K -16 -3%
PA
4074
Probity Advisors
Texas
$393K -$127K -188 -25%
BA
4075
Ballew Advisors
Mississippi
$393K – – –
161 162
163
164 165