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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
V
4076
ViaWealth
Kansas
$358K – – –
AA
4077
AF Advisors
California
$358K – – –
YWM
4078
Yukon Wealth Management
Kansas
$357K – – –
DI
4079
Diligent Investors
California
$357K -$10.2K -15 -3%
VF
4080
Vista Finance
Missouri
$357K -$197K -290 -35%
CCMINC
4081
Cardinal Capital Management Inc (North Carolina)
North Carolina
$356K +$2.04K +3 +0.6%
FWA
4082
Fulcrum Wealth Advisors
Washington
$355K -$159K -234 -30%
KOMWMG
4083
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$354K +$72.7K +107 +24%
CSIA
4084
Conrad Siegel Investment Advisors
Pennsylvania
$354K – – –
FF
4085
Frankly Finances
Florida
$354K – – –
PGWA
4086
Plus Group Wealth Advisors
Wisconsin
$354K – – –
CRW
4087
Clarity Retirement & Wealth
Massachusetts
$354K +$120K +176 +48%
SCM
4088
Seascape Capital Management
New Hampshire
$353K -$135K -199 -27%
PCM
4089
Poehling Capital Management
Wisconsin
$352K -$4.08K -6 -1%
HIF
4090
Hill Island Financial
Michigan
$352K – – –
HWA
4091
Hilltop Wealth Advisors
North Carolina
$351K – – –
SCA
4092
Stillwater Capital Advisors
Pennsylvania
$351K -$26.5K -39 -7%
TFO
4093
Tarbox Family Office
California
$351K – – –
WAM
4094
WealthCare Asset Management
Missouri
$350K -$2.61M -3,839 -88%
PL
4095
PeakShares LLC
Florida
$350K – – –
GWM
4096
GDS Wealth Management
Texas
$349K -$88.4K -130 -36%
AFP
4097
Advus Financial Partners
Florida
$347K -$42.2K -62 -10%
VIA
4098
Vickerman Investment Advisors
Washington
$347K -$5.44K -8 -1%
KB
4099
Kimelman & Baird
New York
$346K -$17K -25 -4%
DI
4100
Decision Investments
California
$345K +$106K +156 +42%
162 163
164
165 166