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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
4401
Lifelong Wealth Advisors
Minnesota
$216K -$218K -320 -49%
WCM
4402
WealthTrak Capital Management
Virginia
$216K – – –
WMWM
4403
Wilkins Miller Wealth Management
Alabama
$216K -$23.8K -35 -10%
CA
4404
Claris Advisors
Missouri
$213K – – –
PC
4405
Purewater Capital
Texas
$213K +$223K +328 New
MWM
4406
Maltin Wealth Management
New Jersey
$212K -$177K -260 -44%
FFS
4407
Fortress Financial Solutions
Arizona
$211K – – –
BCM
4408
Brookmont Capital Management
Texas
$211K – – –
GIP
4409
Greatmark Investment Partners
Georgia
$211K +$220K +324 New
RFP
4410
RCS Financial Planning
Maryland
$211K +$220K +323 New
TWM
4411
TSA Wealth Management
Texas
$210K – – –
SPA
4412
Sound Portfolio Advisors
Connecticut
$210K +$220K +323 New
AFC
4413
Ares Financial Consulting
California
$210K +$3.4K +5 +2%
DA
4414
Drake & Associates
Wisconsin
$209K -$17.7K -26 -7%
PIA
4415
Panoramic Investment Advisors
Colorado
$209K -$1.36K -2 -0.6%
SWM
4416
Sterling Wealth Management
Illinois
$209K – – –
RWM
4417
RMG Wealth Management
Wisconsin
$209K -$14.3K -21 -7%
EFP
4418
Elser Financial Planning
Indiana
$209K +$4.72M +6,941 New
CF
4419
Conquis Financial
California
$208K – – –
OFA
4420
Oak Family Advisors
Illinois
$208K -$2.04K -3 -0.9%
OL
4421
one8zero8 LLC
North Carolina
$207K -$4.08K -6 -2%
BW
4422
Blalock Williams
Alabama
$207K +$217K +319 New
KIA
4423
Kraematon Investment Advisors
Massachusetts
$207K – – –
MC
4424
Miramontes Capital
California
$207K +$5.44K +8 +3%
OPWM
4425
Oakwell Private Wealth Management
Texas
$207K -$4.76K -7 -2%
175 176
177
178 179