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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
4076
Diligent Investors
California
$426K +$15.9K +22 +4%
IWP
4077
IAG Wealth Partners
Wisconsin
$425K +$11.6K +16 +3%
PI
4078
Pachira Investments
California
$425K +$43.5K +60 +12%
KAM
4079
Knightsbridge Asset Management
California
$425K -$76.9K -106 -16%
BIMC
4080
Benson Investment Management Company
Virginia
$425K – – –
TWML
4081
Todd Wealth Management, LLC
Florida
$425K – – –
WMS
4082
Wealth Management Strategies
Pennsylvania
$425K +$1.45K +2 +0.4%
SBF
4083
Sara-Bay Financial
Florida
$425K -$21K -29 -5%
BKA
4084
Brick & Kyle Associates
Pennsylvania
$425K – – –
RLWM
4085
RF&L Wealth Management
Massachusetts
$423K -$29K -40 -7%
DF
4086
Downshift Financial
Colorado
$422K – – –
PWM
4087
Platt Wealth Management
California
$422K +$39.9K +55 +11%
AWA
4088
Aquire Wealth Advisors
Utah
$421K +$5.08K +7 +1%
GPWA
4089
Gaddis Premier Wealth Advisors
Oklahoma
$420K +$73.2K +101 +22%
DSAM
4090
Dock Street Asset Management
Florida
$420K -$190K -262 -32%
WFS
4091
Walker Financial Services
Kentucky
$419K -$10.2K -14 -2%
RWM
4092
RBA Wealth Management
California
$419K -$7.25K -10 -2%
OWA
4093
One Wealth Advisors
California
$419K +$115K +158 +39%
RWM
4094
Redstone Wealth Management
Oklahoma
$414K -$32.6K -45 -8%
FMB
4095
Field & Main Bank
Kentucky
$414K -$16.7K -23 -4%
CSIA
4096
Conrad Siegel Investment Advisors
Pennsylvania
$413K +$6.53K +9 +2%
MSF
4097
Mustard Seed Financial
Arkansas
$413K – – –
LA
4098
Lynch & Associates
Indiana
$413K – – –
BOS
4099
Bank of Stockton
California
$412K – – –
V
4100
ViaWealth
Kansas
$411K – – –
162 163
164
165 166