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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WFP
4176
Wrenne Financial Planning
Kentucky
$360K – – –
RA
4177
Rubicon Advisors
California
$360K +$725 +1 +0.2%
ILI
4178
Invesco LLC (Illinois)
Illinois
$360K -$18.1K -25 -5%
NWA
4179
Northwest Wealth Advisors
Washington
$359K – – –
MCM
4180
McRae Capital Management
New Jersey
$359K – – –
BAM
4181
Bayshore Asset Management
Florida
$359K +$349K +481 New
ACM
4182
Andina Capital Management
Utah
$358K – – –
DA
4183
Dougherty & Associates
Florida
$358K – – –
LWM
4184
LightSquare Wealth Management
Michigan
$358K -$215K -297 -38%
AFP
4185
ATX Financial Planning
Texas
$358K – – –
BC
4186
Blackhill Capital
New Jersey
$357K – – –
SWG
4187
Summit Wealth Group
Vermont
$357K +$72.5K +100 +26%
GPW
4188
Gray Private Wealth
Massachusetts
$356K -$725 -1 -0.2%
SVWA
4189
Sarver Vrooman Wealth Advisors
Missouri
$356K – – –
SPWM
4190
Smith Partners Wealth Management
North Carolina
$355K -$82.7K -114 -19%
CWA
4191
Continuum Wealth Advisors
New York
$355K -$7.25K -10 -2%
RIP
4192
Reliant Investment Partners
North Carolina
$355K – – –
PCOTEOTHU
4193
Provident Company of the Employees of the Hebrew University
Israel
$355K – – –
HI
4194
Hendershot Investments
Virginia
$354K +$39.9K +55 +13%
SEM
4195
Suncoast Equity Management
Florida
$354K -$2.32M -3,202 -87%
HWM
4196
HFG Wealth Management
Texas
$354K -$492K -679 -59%
CPW
4197
Cogent Private Wealth
Florida
$353K – – –
QFPS
4198
Quantum Financial Planning Services
Washington
$353K -$4.35K -6 -1%
BLWM
4199
Bucket List Wealth Management
Florida
$352K – – –
JF
4200
Joule Financial
Kentucky
$351K +$17.4K +24 +5%
166 167
168
169 170