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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HOWA
4051
Heritage Oak Wealth Advisors
Florida
$412K +$407K +602 New
DWM
4052
Daner Wealth Management
Georgia
$411K -$5.41K -8 -1%
GCA
4053
Greenwood Capital Associates
South Carolina
$411K +$90.6K +134 +29%
RI
4054
Rinkey Investments
California
$410K – – –
AWMNH
4055
Arcadia Wealth Management (New Hampshire)
New Hampshire
$409K -$14.9K -22 -4%
TFP
4056
Tilia Fiduciary Partners
North Carolina
$408K -$2.03K -3 -0.5%
WLPWM
4057
Walled Lake Planning & Wealth Management
Illinois
$407K +$18.9K +28 +5%
HA
4058
Herold Advisors
New York
$406K – – –
SPWM
4059
Smith Partners Wealth Management
North Carolina
$406K +$403K +596 New
SKK
4060
Shepherd Kaplan Krochuk
Massachusetts
$406K +$1.35K +2 +0.3%
AFP
4061
Advus Financial Partners
Florida
$406K +$676 +1 +0.2%
HWA
4062
Heritage Wealth Architects
Minnesota
$406K +$52K +77 +15%
SFCL
4063
Strengthening Families & Communities LLC
Massachusetts
$405K +$16.2K +24 +4%
SC
4064
Schiavi & Co
Delaware
$404K -$20.3K -30 -5%
PCM
4065
Presidio Capital Management
California
$403K +$24.3K +36 +6%
MWA
4066
Muirfield Wealth Advisors
North Carolina
$403K -$4.05K -6 -1%
BWG
4067
Boomfish Wealth Group
Georgia
$402K +$26.4K +39 +7%
VRM
4068
Vectors Research Management
New York
$401K -$10.1K -15 -2%
HA
4069
Harfst & Associates
Wyoming
$401K – – –
SWA
4070
ShankerValleau Wealth Advisors
Illinois
$400K – – –
MAG
4071
Meadowbrook Advisors Group
New Jersey
$400K +$397K +587 New
MWM
4072
Maltin Wealth Management
New Jersey
$399K -$161K -238 -29%
SAS
4073
Spurstone Advisory Services
Connecticut
$399K – – –
RWM
4074
Redstone Wealth Management
Oklahoma
$399K +$395K +585 New
SI
4075
Stonekeep Investments
New Mexico
$398K -$41.2K -61 -9%
161 162
163
164 165