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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
4101
AF Advisors
California
$411K – – –
WAM
4102
WealthTrust Asset Management
Florida
$411K +$117K +162 +42%
PRRFG
4103
Paul R. Ried Financial Group
Washington
$408K -$128K -177 -24%
LBWM
4104
Left Brain Wealth Management
Illinois
$408K -$394K -544 -50%
KOMWMG
4105
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$407K – – –
SCM
4106
Seascape Capital Management
New Hampshire
$407K +$1.45K +2 +0.4%
FF
4107
Frankly Finances
Florida
$407K – – –
FWA
4108
Fulcrum Wealth Advisors
Washington
$406K -$1.45K -2 -0.4%
PGWA
4109
Plus Group Wealth Advisors
Wisconsin
$406K – – –
HWA
4110
Hilltop Wealth Advisors
North Carolina
$405K +$2.17K +3 +0.6%
WCMN
4111
Westchester Capital Management (Nebraska)
Nebraska
$405K +$394K +543 New
GC
4112
GFG Capital
Florida
$404K -$1.46M -2,009 -79%
MCM
4113
Mainstay Capital Management
Michigan
$404K +$45K +62 +13%
SCA
4114
Stillwater Capital Advisors
Pennsylvania
$404K +$725 +1 +0.2%
TFO
4115
Tarbox Family Office
California
$403K – – –
AA
4116
Argent Advisors
Louisiana
$398K -$107K -147 -22%
WCM
4117
Whitener Capital Management
North Carolina
$398K +$90.6K +125 +31%
VIA
4118
Vickerman Investment Advisors
Washington
$397K -$725 -1 -0.2%
KB
4119
Kimelman & Baird
New York
$397K – – –
DP
4120
Denver PWM
Colorado
$397K -$5.8K -8 -2%
DI
4121
Decision Investments
California
$397K – – –
FWP
4122
Forefront Wealth Partners
Texas
$396K +$384K +530 New
SNBOSCI
4123
Security National Bank of Sioux City Iowa
Iowa
$396K – – –
HIMS
4124
Hager Investment Management Services
New Hampshire
$394K – – –
HBFP
4125
Henderson Brothers Financial Partners
Pennsylvania
$394K -$258K -356 -40%
163 164
165
166 167