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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
4151
Coerente Capital Management
Ontario, Canada
$351K -$67.6K -100 -16%
PBF
4152
Petix & Botte Financial
California
$351K -$37.9K -56 -10%
PI
4153
Pachira Investments
California
$350K +$37.2K +55 +12%
MWM
4154
Magnolia Wealth Management
Alabama
$350K +$137K +202 +65%
FIT
4155
Financially in Tune
Massachusetts
$349K +$346K +512 New
ZWA
4156
Zinnia Wealth Advisory
Florida
$349K +$346K +512 New
ERWM
4157
Elk River Wealth Management
Colorado
$349K +$676 +1 +0.2%
SBF
4158
Sara-Bay Financial
Florida
$348K +$343K +507 New
HAIM
4159
Hunter Associates Investment Management
Pennsylvania
$348K +$12.2K +18 +4%
PWM
4160
Platt Wealth Management
California
$348K +$345K +511 New
DIP
4161
Davis Investment Partners
North Carolina
$347K +$10.1K +15 +3%
WCM
4162
Whitener Capital Management
North Carolina
$346K +$67.6K +100 +25%
CWRP
4163
Cassady Wealth & Retirement Planning
Nevada
$346K +$343K +508 New
MW
4164
Marrick Wealth
California
$345K +$342K +506 New
WWA
4165
Wisconsin Wealth Advisors
Wisconsin
$344K – – –
TDC
4166
Thompson Davis & Co
Virginia
$344K -$1.35K -2 -0.4%
SS
4167
Sound Stewardship
Kansas
$344K – – –
EFG
4168
Everest Financial Group
Minnesota
$344K +$341K +504 New
EIA
4169
Edgemoor Investment Advisors
Maryland
$343K -$43.3K -64 -11%
JWM
4170
JHP Wealth Management
Colorado
$343K +$340K +503 New
PFA
4171
Petra Financial Advisors
Colorado
$342K -$18.2K -27 -5%
GIPW
4172
Granite Islands Private Wealth
Connecticut
$341K +$338K +500 New
FWWM
4173
Fiscal Wisdom Wealth Management
Connecticut
$340K – – –
CWP
4174
Corepath Wealth Partners
Arizona
$340K -$79.1K -117 -19%
CPA
4175
Cathy Pareto & Associates
Florida
$338K -$66.2K -98 -16%
165 166
167
168 169