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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
GPW
4201
Gray Private Wealth
Massachusetts
$326K – – –
BMCM
4202
Burns Matteson Capital Management
New York
$325K -$28.4K -42 -8%
RIP
4203
Reliant Investment Partners
North Carolina
$325K – – –
TS
4204
TradeWell Securities
Indiana
$324K – – –
PCOTEOTHU
4205
Provident Company of the Employees of the Hebrew University
Israel
$324K +$320K +474 New
LFA
4206
Lauterbach Financial Advisors
Texas
$324K -$29.7K -44 -8%
E3F
4207
Eight 31 Financial
Texas
$323K +$320K +474 New
SVWA
4208
Sarver Vrooman Wealth Advisors
Missouri
$323K – – –
HDA
4209
Harold Davidson & Associates
California
$323K -$9.46K -14 -3%
AWA
4210
Adapt Wealth Advisors
Georgia
$323K -$13.5K -20 -4%
CPW
4211
Cogent Private Wealth
Florida
$323K +$320K +473 New
DF
4212
Downshift Financial
Colorado
$322K +$322K +476 New
BLWM
4213
Bucket List Wealth Management
Florida
$322K +$319K +472 New
JESC
4214
J.E. Simmons & Co
Texas
$321K +$318K +471 New
AI
4215
Axos Invest
Nevada
$320K -$12.2K -18 -4%
PWS
4216
Peloton Wealth Strategists
Indiana
$320K -$162K -240 -34%
WA
4217
Winter & Associates
Minnesota
$318K +$316K +467 New
DAM
4218
DLD Asset Management
New York
$318K +$315K +466 New
CS
4219
Capital Square
Tennessee
$317K +$73.7K +109 +31%
FI
4220
FIDELIS iM
Oregon
$317K +$314K +465 New
CIR
4221
Clear Investment Research
Georgia
$317K – – –
ALC
4222
Alexander Labrunerie & Co
Missouri
$317K +$676 +1 +0.2%
SWM
4223
Salvus Wealth Management
New Jersey
$317K +$46K +68 +17%
DCM
4224
Driehaus Capital Management
Illinois
$316K +$314K +464 New
WFP
4225
Wrenne Financial Planning
Kentucky
$315K +$10.1K +15 +3%
167 168
169
170 171