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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
2376
Whitney & Co
New York
$456K – – –
WCWM
2377
Willow Creek Wealth Management
California
$456K – – –
KB
2378
Kimelman & Baird
New York
$456K +$445K +1,065 New
CM
2379
Columbus Macro
Pennsylvania
$453K – – –
BWM
2380
BCGM Wealth Management
Indiana
$453K +$119K +284 +38%
B
2381
Brightworth
Georgia
$452K +$417 +1 +0.1%
KL
2382
KWMG LLC
Kansas
$451K -$14.6K -35 -3%
CFA
2383
Cahill Financial Advisors
Minnesota
$451K +$835 +2 +0.2%
WWP
2384
Waypoint Wealth Partners
California
$446K -$6.68K -16 -2%
PCMC
2385
Private Capital Management (Colorado)
Colorado
$446K +$35.9K +86 +9%
EIA
2386
Eastover Investment Advisors
North Carolina
$446K +$201K +481 +86%
GG
2387
Gleason Group
Kentucky
$445K -$1.67K -4 -0.4%
AW
2388
Alaethes Wealth
Nevada
$445K +$9.6K +23 +2%
GIA
2389
GHP Investment Advisors
Colorado
$444K +$65.9K +158 +18%
SC
2390
Solstein Capital
California
$444K +$229K +548 +112%
TFA
2391
TPG Financial Advisors
Oregon
$440K -$58.4K -140 -12%
HIMC
2392
Heritage Investors Management Corp
Maryland
$440K -$29.2K -70 -6%
AIM
2393
Axiom Investment Management
New York
$439K – – –
CCM
2394
Coe Capital Management
Illinois
$436K -$79.3K -190 -16%
AA
2395
Addison Advisors
Vermont
$435K +$424K +1,017 New
CCM
2396
Compass Capital Management
Minnesota
$432K -$18.8K -45 -4%
OWM
2397
Orgel Wealth Management
Wisconsin
$429K +$12.9K +31 +3%
BDS
2398
Banco de Sabadell
Florida
$428K -$3.18M -7,619 -88%
APW
2399
Acima Private Wealth
Virginia
$428K – – –
CM
2400
Capital Management
Virginia
$428K – – –
94 95
96
97 98