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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
4126
VERITY Wealth Advisors
United States
$327K +$342K +503 New
SCA
4127
Southern Capital Advisors
Tennessee
$326K +$12.2K +18 +4%
CWMGP
4128
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$326K -$1.3M -1,905 -79%
PCM
4129
Ping Capital Management
New York
$325K -$544K -800 -62%
DRD
4130
Dennis R. Delaney
$325K -$20.4K -30 -6%
SS
4131
Sound Stewardship
Kansas
$325K -$3.4K -5 -1%
NCG
4132
Newport Capital Group
New Jersey
$324K +$49K +72 +17%
TA
4133
TFB Advisors
Kansas
$323K -$640K -942 -65%
PRTG
4134
Post Resch Tallon Group
New York
$322K – – –
BI
4135
Bramshill Investments
Florida
$322K -$3.06M -4,501 -90%
FWWM
4136
Fiscal Wisdom Wealth Management
Connecticut
$321K -$3.4K -5 -1%
AA
4137
Ascent Advisors
Minnesota
$321K +$335K +493 New
FAI
4138
Fiduciary Advisors Inc
Missouri
$320K +$680 +1 +0.2%
RCM
4139
Richardson Capital Management
Wisconsin
$318K -$19.7K -29 -6%
LA
4140
LM Advisors
California
$318K +$1.65M +2,420 +5%
MWM
4141
Magnolia Wealth Management
Alabama
$317K -$17K -25 -5%
CWA
4142
Continuum Wealth Advisors
New York
$316K -$5.44K -8 -2%
WFP
4143
Wrenne Financial Planning
Kentucky
$314K +$13.6K +20 +4%
GBFG
4144
Gerald Baker Financial Group
Texas
$314K +$328K +482 New
RA
4145
Rubicon Advisors
California
$313K +$680 +1 +0.2%
CCM
4146
Cutler Capital Management
Massachusetts
$313K -$8.16K -12 -2%
MCM
4147
McRae Capital Management
New Jersey
$313K – – –
NWA
4148
Northwest Wealth Advisors
Washington
$313K +$680 +1 +0.2%
ACM
4149
Andina Capital Management
Utah
$312K -$172K -253 -35%
DA
4150
Dougherty & Associates
Florida
$312K – – –
164 165
166
167 168