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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
2401
MilWealth Group
Wisconsin
$57.6K – – –
NCM
2402
New Capital Management
Texas
$56K – – –
CWA
2403
Carolina Wealth Advisors
South Carolina
$56K +$53.9K +175 New
SRC
2404
Sage Rhino Capital
California
$54K +$51.4K +167 New
TCM
2405
Tradewinds Capital Management
Washington
$51K -$9.54K -31 -16%
HI
2406
Hoey Investments
Pennsylvania
$50K +$48K +156 New
HCM
2407
Horrell Capital Management
Arkansas
$49K – – –
HFM
2408
Hartford Financial Management
Connecticut
$48K +$45.9K +149 New
IIA
2409
ICW Investment Advisors
Arizona
$45K +$43.1K +140 New
DOA
2410
D'Orazio & Associates
Virginia
$43K – – –
CAM
2411
Columbia Asset Management
Michigan
$42.8K +$374K +1,213 +10%
RIA
2412
RPG Investment Advisory
California
$42K – – –
LFA
2413
Lighthouse Financial Advisors
Maryland
$40K +$38.2K +124 New
FMB
2414
Field & Main Bank
Kentucky
$32K – – –
DTIM
2415
Danda Trouve Investment Management
Kansas
$32K +$30.5K +99 New
SFA
2416
Semmax Financial Advisors
North Carolina
$28K +$14.2K +46 +112%
NPP
2417
New Potomac Partners
Maryland
$27K – – –
RTC
2418
Riverview Trust Company
Washington
$26K – – –
CI
2419
CX Institutional
Indiana
$22K – – –
TFA
2420
Tobias Financial Advisors
Florida
$21K +$20.9K +68 New
RCC
2421
Red Cedar Capital
Nebraska
$20K -$308 -1 -2%
MWA
2422
Moser Wealth Advisors
Washington
$18K +$16.9K +55 New
SCA
2423
Stuart Chaussee & Associates
California
$16K – – –
THWM
2424
Taylor Hoffman Wealth Management
Virginia
$13K +$12.6K +41 New
SSWG
2425
Seven Springs Wealth Group
Tennessee
$12K +$11.4K +37 New
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97
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