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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
2176
Peterson Wealth Services
Utah
$3.04M +$1.18K +2 +0%
SSWM
2177
Strait & Sound Wealth Management
California
$3.04M -$33.6K -57 -1%
RL
2178
Retireful LLC
Michigan
$3.04M -$6.48M -11,006 -68%
NCM
2179
Noesis Capital Mangement
Florida
$3.03M +$27.7K +47 +0.9%
NCM
2180
Next Capital Management
New York
$3.03M -$63.6K -108 -2%
WPW
2181
Watershed Private Wealth
Illinois
$3.03M – – –
IF
2182
Ironwood Financial
Arizona
$3.02M -$66K -112 -2%
WTFG
2183
Wood Tarver Financial Group
Idaho
$3.02M +$3.04M +5,159 New
HAM
2184
Harmony Asset Management
Arizona
$3.02M -$128K -218 -4%
SFS
2185
Summit Financial Strategies
Ohio
$3.02M -$34.2K -58 -1%
PAMG
2186
Patton Albertson Miller Group
Tennessee
$3.01M -$40.7K -69 -1%
EPIM
2187
Evelyn Partners Investment Management
$3.01M +$3.02M +5,133 New
GC
2188
Grange Capital
Oregon
$3M +$3.02M +5,125 New
SVWG
2189
Shared Vision Wealth Group
United States
$3M +$23K +39 +0.8%
CSA
2190
Cottage Street Advisors
Massachusetts
$3M -$41.8K -71 -1%
SFG
2191
Sather Financial Group
Texas
$3M -$46K -78 -2%
BO
2192
Bank OZK
Arkansas
$2.99M -$91.9K -156 -3%
BAM
2193
Bosun Asset Management
Illinois
$2.99M +$236K +400 +9%
WP
2194
WealthShield Partners
North Carolina
$2.98M -$553K -938 -16%
LKIM
2195
Lawson Kroeker Investment Management
Nebraska
$2.98M +$2.99M +5,083 New
W
2196
Wealthquest
Ohio
$2.98M – – –
SDWMA
2197
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.98M +$412K +699 +16%
WMP
2198
Wealth Management Partners
Arizona
$2.97M +$23K +39 +0.8%
VFP
2199
Verus Financial Partners
Virginia
$2.97M +$1.18K +2 +0%
EK
2200
Evensky & Katz
Florida
$2.96M +$48.9K +83 +2%
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