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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
4226
Whipplewood Advisors
Colorado
$285K +$177K +261 +147%
CGFA
4227
Colton Groome Financial Advisors
North Carolina
$285K -$1.36K -2 -0.5%
CWM
4228
CarsonAllaria Wealth Management
Illinois
$285K -$29.2K -43 -9%
HDA
4229
Harold Davidson & Associates
California
$284K -$25.8K -38 -8%
DAS
4230
Diversify Advisory Services
Utah
$283K -$206M -302,269 -100%
LI
4231
Louisbourg Investments
New Brunswick, Canada
$283K -$29.2K -43 -9%
WT
4232
WHI Trust
Illinois
$283K – – –
LF
4233
Lighthouse Financial
Florida
$283K +$13.6K +20 +5%
TW
4234
Titan Wealth
$283K – – –
CFC
4235
Client First Capital
California
$283K -$15.6K -23 -5%
USWG
4236
U.S. Wealth Group
New York
$282K +$8.63M +12,700 New
LAIC
4237
Lederer & Associates Investment Counsel
California
$282K +$49.6K +73 +20%
LBC
4238
Lane Brothers & Co
Arizona
$282K -$15K -22 -5%
RJA
4239
Ross\Johnson & Associates
Minnesota
$281K – – –
MPW
4240
Melone Private Wealth
Michigan
$280K +$680 +1 +0.2%
MAM
4241
Mullooly Asset Management
New Jersey
$280K -$40.1K -59 -12%
SRCM
4242
Signature Resources Capital Management
California
$280K -$156K -230 -35%
AI
4243
Axos Invest
Nevada
$279K -$27.2K -40 -9%
TWA
4244
Talisman Wealth Advisors
New Jersey
$278K +$1.36K +2 +0.5%
WAC
4245
William Allan Corp
Colorado
$278K +$680 +1 +0.2%
MFG
4246
MTM Financial Group
Pennsylvania
$278K +$60.5K +89 +26%
OFP
4247
OLIO Financial Planning
Virginia
$277K – – –
EWM
4248
Elevation Wealth Management
Minnesota
$277K -$386K -567 -57%
OIA
4249
Oakmont Investment Advisors
Pennsylvania
$276K -$6.8K -10 -2%
HFO
4250
Heritage Family Offices
Arizona
$276K -$8.16K -12 -3%
168 169
170
171 172