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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
2451
AIMZ Investment Advisors
California
$347K +$386 +1 +0.1%
WWM
2452
Wolff Wiese Magana
California
$346K -$371K -962 -52%
SWM
2453
Soundmark Wealth Management
Washington
$346K +$10.4K +27 +3%
SRC
2454
Sage Rhino Capital
California
$344K +$334K +867 New
OWA
2455
Outlook Wealth Advisors
Texas
$343K +$60.9K +158 +22%
PCA
2456
Pallas Capital Advisors
Massachusetts
$341K +$315K +817 New
VSWA
2457
Vontobel Swiss Wealth Advisors
Switzerland
$337K -$23.1K -60 -7%
BI
2458
Ballast Inc
Kentucky
$334K – – –
LL
2459
LPWM LLC
Minnesota
$333K -$13.9K -36 -4%
DL
2460
DOHJ LLC
Washington
$333K – – –
RWI
2461
Red Wave Investments
Pennsylvania
$333K – – –
DCM
2462
Driehaus Capital Management
Illinois
$330K -$44.7K -116 -12%
SFP
2463
Sandbox Financial Partners
Maryland
$330K +$5.01K +13 +2%
OCG
2464
Opus Capital Group
Ohio
$329K – – –
PIM
2465
Parker Investment Management
California
$329K +$3.08K +8 +1%
HVP
2466
Hudson Value Partners
Florida
$327K -$771 -2 -0.2%
HHAA
2467
Henry H. Armstrong Associates
Pennsylvania
$327K – – –
MGWM
2468
Marks Group Wealth Management
Minnesota
$326K -$33.9K -88 -10%
AF
2469
Affiance Financial
Minnesota
$323K – – –
HS
2470
Horan Securities
United States
$321K -$65.6K -170 -17%
FA
2471
Faithward Advisors
Pennsylvania
$320K -$479K -1,241 -61%
FP
2472
Fiduciary Planning
Florida
$320K +$771 +2 +0.2%
TWM
2473
Tanglewood Wealth Management
Texas
$319K -$81.4K -211 -21%
BOS
2474
Bank of Stockton
California
$317K -$21.2K -55 -6%
CCM
2475
Check Capital Management
California
$317K – – –
97 98
99
100 101