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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2451
AllSquare Wealth Management
New York
$639K -$16.4K -40 -2%
LFA
2452
LifeGuide Financial Advisors
Pennsylvania
$639K – – –
BCFS
2453
Butensky & Cohen Financial Security
Florida
$638K -$476K -1,161 -41%
HKIMG
2454
Hutchens & Kramer Investment Management Group
Indiana
$638K -$91.8K -224 -12%
EWP
2455
Engrave Wealth Partners
Texas
$638K +$58.2K +142 +9%
ACM
2456
Academy Capital Management
Texas
$636K +$690K +1,685 New
EGWAG
2457
Elwood & Goetz Wealth Advisory Group
Georgia
$635K +$2.87K +7 +0.4%
CFA
2458
Cahill Financial Advisors
Minnesota
$631K +$819 +2 +0.1%
EWA
2459
Encompass Wealth Advisors
Oregon
$630K -$124K -303 -15%
APW
2460
Austin Private Wealth
Texas
$630K +$8.6K +21 +1%
ICP
2461
Interchange Capital Partners
Pennsylvania
$630K +$479K +1,169 +233%
IAMOG
2462
Investors Asset Management of Georgia
Georgia
$628K +$19.3K +47 +3%
AWMS
2463
Advocacy Wealth Management Services
Georgia
$626K – – –
FC
2464
FCA Corp
Texas
$624K – – –
MCP
2465
Mirador Capital Partners
California
$624K – – –
FS
2466
Ferguson Shapiro
Georgia
$621K -$5.86M -14,310 -90%
PPWM
2467
PFG Private Wealth Management
Florida
$621K +$18K +44 +3%
SIS
2468
Sound Income Strategies
Florida
$620K -$98.7K -241 -13%
CWP
2469
Concord Wealth Partners
Virginia
$620K -$6.96K -17 -1%
CAM
2470
Cypress Asset Management
Texas
$619K +$1.23K +3 +0.2%
SRC
2471
Shufro Rose & Co
New York
$617K -$28.3K -69 -4%
MA
2472
Maxele Advisors
Missouri
$616K -$819 -2 -0.1%
RA
2473
RiverPark Advisors
New York
$616K +$669K +1,633 New
KFI
2474
Key Financial Inc
Pennsylvania
$615K +$265K +646 +67%
SMDAM
2475
Sumitomo Mitsui DS Asset Management
Japan
$614K -$728K -1,778 -52%
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