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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
4151
Platt Wealth Management
California
$348K +$345K +511 New
DIP
4152
Davis Investment Partners
North Carolina
$347K +$10.1K +15 +3%
WCM
4153
Whitener Capital Management
North Carolina
$346K +$67.6K +100 +25%
CWRP
4154
Cassady Wealth & Retirement Planning
Nevada
$346K +$343K +508 New
MW
4155
Marrick Wealth
California
$345K +$342K +506 New
WWA
4156
Wisconsin Wealth Advisors
Wisconsin
$344K – – –
TDC
4157
Thompson Davis & Co
Virginia
$344K -$1.35K -2 -0.4%
SS
4158
Sound Stewardship
Kansas
$344K – – –
EFG
4159
Everest Financial Group
Minnesota
$344K +$341K +504 New
EIA
4160
Edgemoor Investment Advisors
Maryland
$343K -$43.3K -64 -11%
JWM
4161
JHP Wealth Management
Colorado
$343K +$340K +503 New
PFA
4162
Petra Financial Advisors
Colorado
$342K -$18.2K -27 -5%
GIPW
4163
Granite Islands Private Wealth
Connecticut
$341K +$338K +500 New
FWWM
4164
Fiscal Wisdom Wealth Management
Connecticut
$340K – – –
CWP
4165
Corepath Wealth Partners
Arizona
$340K -$79.1K -117 -19%
CPA
4166
Cathy Pareto & Associates
Florida
$338K -$66.2K -98 -16%
OBWA
4167
Oak Barrel Wealth Advisory
Virginia
$337K +$335K +495 New
CWA
4168
Continuum Wealth Advisors
New York
$337K +$54.1K +80 +19%
CCM
4169
Cutler Capital Management
Massachusetts
$336K -$6.08K -9 -2%
MWML
4170
M Wealth Management LLC
California
$336K – – –
PRTG
4171
Post Resch Tallon Group
New York
$336K -$9.46K -14 -3%
FAI
4172
Fiduciary Advisors Inc
Missouri
$335K -$14.2K -21 -4%
TI
4173
tru Independence
Oregon
$334K -$44.6K -66 -12%
MAM
4174
Mullooly Asset Management
New Jersey
$334K +$1.35K +2 +0.4%
AFA
4175
AA Financial Advisors
Ohio
$333K +$331K +489 New
165 166
167
168 169