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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
2401
Heartwood Wealth Advisors
Virginia
$455K -$5.29K -12 -1%
BC
2402
Brio Consultants
California
$455K +$128K +291 +38%
CM
2403
Columbus Macro
Pennsylvania
$454K – – –
ICM
2404
IMS Capital Management
Oregon
$454K +$36.2K +82 +8%
TFA
2405
TPG Financial Advisors
Oregon
$453K +$11.9K +27 +3%
OWA
2406
Outlook Wealth Advisors
Texas
$452K +$79.8K +181 +21%
EIA
2407
Eastover Investment Advisors
North Carolina
$451K +$3.53K +8 +0.8%
OCG
2408
Opus Capital Group
Ohio
$450K -$15K -34 -3%
KL
2409
KWMG LLC
Kansas
$449K – – –
WWP
2410
Waypoint Wealth Partners
California
$447K – – –
GG
2411
Gleason Group
Kentucky
$447K +$1.32K +3 +0.3%
CTFG
2412
Capstone Triton Financial Group
Oklahoma
$447K +$174K +394 +67%
AW
2413
Alaethes Wealth
Nevada
$446K – – –
PCMC
2414
Private Capital Management (Colorado)
Colorado
$445K -$1.32K -3 -0.3%
GIA
2415
GHP Investment Advisors
Colorado
$445K – – –
WTB
2416
Washington Trust Bank
Washington
$445K +$40.6K +92 +10%
KFI
2417
Key Financial Inc
Pennsylvania
$445K +$57.3K +130 +14%
PFA
2418
Professional Financial Advisors
Nebraska
$444K +$37.9K +86 +9%
LCOV
2419
London Company of Virginia
Virginia
$441K +$453K +1,027 New
WCWM
2420
Willow Creek Wealth Management
California
$438K -$19.9K -45 -4%
SLA
2421
Silver Lake Advisory
Utah
$438K +$159K +360 +55%
AA
2422
Addison Advisors
Vermont
$436K – – –
FA
2423
Fountainhead AM
New Jersey
$433K +$3.09K +7 +0.7%
WC
2424
Whitney & Co
New York
$431K -$26.5K -60 -6%
WA
2425
WealthTrust Axiom
Pennsylvania
$431K +$13.2K +30 +3%
95 96
97
98 99