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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
4151
Rubicon Advisors
California
$360K +$725 +1 +0.2%
ILI
4152
Invesco LLC (Illinois)
Illinois
$360K -$18.1K -25 -5%
NWA
4153
Northwest Wealth Advisors
Washington
$359K – – –
MCM
4154
McRae Capital Management
New Jersey
$359K – – –
BAM
4155
Bayshore Asset Management
Florida
$359K +$349K +481 New
ACM
4156
Andina Capital Management
Utah
$358K – – –
DA
4157
Dougherty & Associates
Florida
$358K – – –
LWM
4158
LightSquare Wealth Management
Michigan
$358K -$215K -297 -38%
AFP
4159
ATX Financial Planning
Texas
$358K – – –
BC
4160
Blackhill Capital
New Jersey
$357K – – –
SWG
4161
Summit Wealth Group
Vermont
$357K +$72.5K +100 +26%
GPW
4162
Gray Private Wealth
Massachusetts
$356K -$725 -1 -0.2%
SVWA
4163
Sarver Vrooman Wealth Advisors
Missouri
$356K – – –
SPWM
4164
Smith Partners Wealth Management
North Carolina
$355K -$82.7K -114 -19%
CWA
4165
Continuum Wealth Advisors
New York
$355K -$7.25K -10 -2%
RIP
4166
Reliant Investment Partners
North Carolina
$355K – – –
PCOTEOTHU
4167
Provident Company of the Employees of the Hebrew University
Israel
$355K – – –
HI
4168
Hendershot Investments
Virginia
$354K +$39.9K +55 +13%
SEM
4169
Suncoast Equity Management
Florida
$354K -$2.32M -3,202 -87%
HWM
4170
HFG Wealth Management
Texas
$354K -$492K -679 -59%
CPW
4171
Cogent Private Wealth
Florida
$353K – – –
QFPS
4172
Quantum Financial Planning Services
Washington
$353K -$4.35K -6 -1%
BLWM
4173
Bucket List Wealth Management
Florida
$352K – – –
JF
4174
Joule Financial
Kentucky
$351K +$17.4K +24 +5%
PWS
4175
Peloton Wealth Strategists
Indiana
$351K – – –
165 166
167
168 169