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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1876
Beaird Harris Wealth Management
Texas
$5.43M +$136K +187 +3%
LIA
1877
LBMC Investment Advisors
Tennessee
$5.42M +$6.53K +9 +0.1%
SHJ
1878
Sharkey, Howes & Javer
Colorado
$5.42M -$6.83M -9,416 -56%
FP
1879
Financial Perspectives
Minnesota
$5.41M +$40.6K +56 +0.8%
FFA
1880
Fragasso Financial Advisors
Pennsylvania
$5.4M +$292K +403 +6%
RWM
1881
Raffa Wealth Management
District of Columbia
$5.4M +$2.9K +4 +0.1%
BAS
1882
Breakthru Advisory Services
Wisconsin
$5.4M -$4.7M -6,481 -47%
TPCM
1883
Two Point Capital Management
New York
$5.38M +$32.6K +45 +0.6%
SPP
1884
Single Point Partners
Massachusetts
$5.38M -$202K -279 -4%
AAM
1885
Austin Asset Management
Texas
$5.38M -$55.1K -76 -1%
BAM
1886
Bosun Asset Management
Illinois
$5.38M -$186K -256 -3%
HWM
1887
Heirloom Wealth Management
Colorado
$5.37M -$332K -458 -6%
FLI
1888
Family Legacy Inc
South Carolina
$5.37M -$22.5K -31 -0.4%
CHIA
1889
Copper Harbor Investment Advisors
Wisconsin
$5.37M +$5.22M +7,196 New
CCM
1890
Courage Capital Management
Tennessee
$5.36M – – –
BF
1891
Blankinship & Foster
California
$5.35M -$66.7K -92 -1%
MCM
1892
M1 Capital Management
Michigan
$5.34M +$35.5K +49 +0.7%
RWP
1893
Revolve Wealth Partners
New Jersey
$5.34M +$581K +802 +13%
TC
1894
TownSquare Capital
Utah
$5.32M +$272K +375 +6%
HPIA
1895
Hamilton Point Investment Advisors
North Carolina
$5.32M – – –
IC
1896
Iconiq Capital
California
$5.32M – – –
RSVP
1897
Ramsay Stattman Vela & Price
Colorado
$5.31M +$16.7K +23 +0.3%
CPW
1898
Catalyst Private Wealth
California
$5.31M -$95K -131 -2%
OC
1899
Optima Capital
Oregon
$5.3M +$1.28M +1,761 +33%
SC
1900
Steph & Co
Wisconsin
$5.3M +$165K +228 +3%
74 75
76
77 78