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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
KL
2251
KWMG LLC
Kansas
$297K +$57.9K +188 +26%
RWM
2252
Rezny Wealth Management
Florida
$296K -$4.93K -16 -2%
VCM
2253
Vision Capital Management
Oregon
$296K +$283K +920 New
KOMWMG
2254
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$295K +$282K +915 New
RWG
2255
Regal Wealth Group
California
$294K +$1.54K +5 +0.5%
TAM
2256
Trillium Asset Management
Massachusetts
$292K -$41.9K -136 -13%
AMM
2257
American Money Management
California
$291K -$47.4K -154 -15%
PCWA
2258
Pacific Capital Wealth Advisors
California
$291K +$278K +903 New
SAM
2259
Summit Asset Management
Tennessee
$289K -$10.2K -33 -4%
AHC
2260
Adell Harriman & Carpenter
Texas
$288K -$11.7K -38 -4%
SPA
2261
Sentinel Pension Advisors
Massachusetts
$288K +$276K +896 New
VFM
2262
Vivid Financial Management
California
$286K +$265K +861 New
QCM
2263
Quadrant Capital Management
New Jersey
$283K +$54.2K +176 +25%
MWP
2264
Meridian Wealth Partners
Pennsylvania
$283K +$271K +880 New
RPA
2265
Rock Point Advisors
Vermont
$281K -$8.93K -29 -3%
CWA
2266
Capital Wealth Alliance
Arizona
$280K +$268K +871 New
JA
2267
JOYN Advisors
Georgia
$279K +$267K +868 New
CNBT
2268
Cornerstone National Bank & Trust
Illinois
$277K +$265K +861 New
DLCIG
2269
D.L. Carlson Investment Group
New Hampshire
$276K -$5.85K -19 -2%
BCM
2270
Brookmont Capital Management
Texas
$276K +$1.23K +4 +0.5%
DACG
2271
Donor Advised Charitable Giving
California
$275K -$68.7K -223 -21%
PCA
2272
Peddock Capital Advisors
Massachusetts
$275K – – –
OCG
2273
Opus Capital Group
Ohio
$275K +$263K +854 New
CIA
2274
CCM Investment Advisers
South Carolina
$274K +$42.8K +139 +19%
CWA
2275
Clarity Wealth Advisors
California
$274K +$262K +852 New
89 90
91
92 93