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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
2326
Harvest Group Wealth Management
Massachusetts
$449K -$20.6K -58 -5%
CCM
2327
Courage Capital Management
Tennessee
$449K – – –
CCM
2328
Cox Capital Management
Massachusetts
$448K -$3M -8,448 -88%
SL
2329
SWMG LLC
Texas
$443K +$418K +1,178 New
OR
2330
Olympiad Research
Connecticut
$440K -$2.88M -8,115 -87%
PRS
2331
Pinkerton Retirement Specialists
Idaho
$440K -$214K -604 -34%
PFA
2332
Professional Financial Advisors
Nebraska
$439K -$2.48K -7 -0.6%
FB
2333
Fulton Bank
Pennsylvania
$438K – – –
AIM
2334
Alhambra Investment Management
Florida
$437K -$30.2K -85 -7%
JWA
2335
JFS Wealth Advisors
Pennsylvania
$437K -$1.06K -3 -0.3%
CT
2336
Columbia Trust
Oregon
$437K +$415K +1,169 New
AT
2337
Arden Trust
Delaware
$436K -$740K -2,086 -64%
RWM
2338
Reston Wealth Management
Virginia
$433K -$56.1K -158 -12%
VFIC
2339
Valley Forge Investment Consultants
Pennsylvania
$433K +$410K +1,157 New
FWP
2340
Falcon Wealth Planning
California
$433K +$411K +1,158 New
IMOV
2341
Investment Management of Virginia
Virginia
$431K – – –
SPA
2342
Sentinel Pension Advisors
Massachusetts
$430K -$132K -373 -24%
PGCM
2343
Prescott Group Capital Management
Oklahoma
$430K – – –
HSWM
2344
Hubbell Strickland Wealth Management
Louisiana
$429K +$1.06K +3 +0.3%
RCM
2345
Radnor Capital Management
Pennsylvania
$427K – – –
AHB
2346
Abner Herrman & Brock
New Jersey
$427K +$31.6K +89 +8%
OCM
2347
Oakwood Capital Management
California
$426K -$79.8K -225 -16%
GWM
2348
GSB Wealth Management
Connecticut
$425K +$72.4K +204 +22%
CCM
2349
Compass Capital Management
Minnesota
$425K +$79.1K +223 +24%
SMH
2350
Sanders Morris Harris
Texas
$424K +$43.3K +122 +12%
92 93
94
95 96