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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2226
Scholtz & Company
Connecticut
$622K +$20.9K +50 +4%
FNWM
2227
Financial Network Wealth Management
Utah
$622K +$74.3K +178 +14%
FMN
2228
Financial Management Network
California
$621K -$10K -24 -2%
CTA
2229
Colonial Trust Advisors
South Carolina
$621K – – –
CBFP
2230
Cedar Brook Financial Partners
Ohio
$619K -$361K -865 -37%
JAM
2231
JCIC Asset Management
Ontario, Canada
$618K – – –
JWS
2232
Juncture Wealth Strategies
Arizona
$616K +$6.26K +15 +1%
SL
2233
SWMG LLC
Texas
$612K +$98.9K +237 +20%
MAM
2234
Marotta Asset Management
Virginia
$611K +$592K +1,419 New
TIA
2235
Traphagen Investment Advisors
New Jersey
$609K – – –
NOI
2236
Newton One Investments
Delaware
$607K +$415K +994 +234%
WFA
2237
Wade Financial Advisory
California
$606K +$193K +463 +49%
TFF
2238
The Family Firm
Maryland
$605K +$835 +2 +0.1%
SIA
2239
Stegner Investment Associates
Kentucky
$604K +$161K +386 +38%
HFA
2240
HC Financial Advisors
California
$602K – – –
PCM
2241
Penserra Capital Management
California
$600K -$1.12M -2,684 -66%
PRWA
2242
Platte River Wealth Advisors
Colorado
$600K – – –
ARMC
2243
American Research & Management Company
Massachusetts
$598K -$105K -252 -15%
DR
2244
Davis Rea
Ontario, Canada
$594K +$1.25K +3 +0.2%
NEWAS
2245
N.E.W. Advisory Services
Wisconsin
$591K – – –
PMG
2246
Private Management Group
California
$591K +$27.5K +66 +5%
APW
2247
Austin Private Wealth
Texas
$590K +$12.1K +29 +2%
HG
2248
Harbor Group
New Hampshire
$589K -$4.17K -10 -0.7%
AIA
2249
Armor Investment Advisors
North Carolina
$589K – – –
BWL
2250
Beacon Wealthcare LLC
North Carolina
$589K +$11.7K +28 +2%
88 89
90
91 92