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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
4051
CWC Advisors
Oregon
$364K -$460K -677 -55%
KW
4052
KWB Wealth
California
$363K – – –
PA
4053
PSI Advisors
Florida
$363K +$27.2K +40 +8%
AWA
4054
Aquire Wealth Advisors
Utah
$362K +$5.44K +8 +1%
FW
4055
Fairway Wealth
Ohio
$362K +$378K +556 New
GFA
4056
Gallagher Fiduciary Advisors
Illinois
$360K +$10.6B +15,560,664 +72,887%
IWP
4057
IAG Wealth Partners
Wisconsin
$360K – – –
RMC
4058
Ring Mountain Capital
California
$360K – – –
MSF
4059
Mustard Seed Financial
Arkansas
$360K +$25.2K +37 +7%
LA
4060
Lynch & Associates
Indiana
$360K – – –
4A
4061
4Wealth Advisors
Illinois
$359K +$32.6K +48 +9%
WFA
4062
WMG Financial Advisors
Tennessee
$359K -$1.16M -1,699 -75%
CIP
4063
Cornerstone Investment Partners
Georgia
$359K -$3.39M -4,992 -90%
BOS
4064
Bank of Stockton
California
$359K – – –
VWM
4065
Vertrix Wealth Management
Michigan
$359K +$375K +552 New
V
4066
ViaWealth
Kansas
$358K – – –
AA
4067
AF Advisors
California
$358K – – –
YWM
4068
Yukon Wealth Management
Kansas
$357K – – –
DI
4069
Diligent Investors
California
$357K -$10.2K -15 -3%
VF
4070
Vista Finance
Missouri
$357K -$197K -290 -35%
CCMINC
4071
Cardinal Capital Management Inc (North Carolina)
North Carolina
$356K +$2.04K +3 +0.6%
FWA
4072
Fulcrum Wealth Advisors
Washington
$355K -$159K -234 -30%
KOMWMG
4073
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$354K +$72.7K +107 +24%
CSIA
4074
Conrad Siegel Investment Advisors
Pennsylvania
$354K – – –
FF
4075
Frankly Finances
Florida
$354K – – –
161 162
163
164 165