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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
2176
Landaas & Company
Wisconsin
$604K -$45.1K -127 -7%
FA
2177
FDx Advisors
Illinois
$604K +$573K +1,616 New
DSN
2178
D. Scott Neal
Kentucky
$603K +$65.3K +184 +13%
III
2179
Independent Investors Inc
New York
$602K +$572K +1,611 New
APSI
2180
Asset Planning Services Inc
Louisiana
$601K – – –
EWF
2181
Epstein & White Financial
California
$600K +$1.06K +3 +0.2%
EWA
2182
Encompass Wealth Advisors
Oregon
$596K +$566K +1,594 New
MAM
2183
Meeder Asset Management
Ohio
$595K +$469K +1,323 +494%
UWPG
2184
Ullmann Wealth Partners Group
Florida
$594K -$16.7K -47 -3%
DAM
2185
Doheny Asset Management
California
$594K – – –
AC
2186
Arjuna Capital
North Carolina
$593K +$1.77K +5 +0.3%
SHA
2187
Seneca House Advisors
Virginia
$590K -$34.4K -97 -6%
ML
2188
McAdam LLC
Pennsylvania
$589K +$26.3K +74 +5%
EWP
2189
Engrave Wealth Partners
Texas
$588K -$140K -395 -20%
CFO
2190
CVA Family Office
Colorado
$586K +$355 +1 +0.1%
FPIS
2191
Financial Planning & Information Services
Wisconsin
$585K +$355 +1 +0.1%
PPWM
2192
PFG Private Wealth Management
Florida
$584K +$3.55K +10 +0.6%
KIG
2193
Kowal Investment Group
Wisconsin
$583K +$546K +1,538 New
AFA
2194
American Financial Advisors
Georgia
$582K +$290K +818 +111%
CFN
2195
Cordasco Financial Network
Florida
$580K -$60.3K -170 -10%
TA
2196
TFG Advisers
Michigan
$579K +$2.13K +6 +0.4%
NWS
2197
Newport Wealth Strategies
California
$576K – – –
LI
2198
LVZ Inc
Michigan
$575K -$269K -757 -33%
RPGK
2199
Retirement Planning Group (Kansas)
Kansas
$574K +$12.1K +34 +2%
LWP
2200
Legacy Wealth Planning
Nevada
$571K +$124K +350 +30%
86 87
88
89 90