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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
2576
Heritage Way Advisors
Illinois
$224K – – –
PFM
2577
Peak Financial Management
Massachusetts
$223K -$181K -509 -46%
KBFS
2578
Kohmann Bosshard Financial Services
Ohio
$221K -$53.2K -150 -20%
BCM
2579
Brookmont Capital Management
Texas
$221K +$209K +590 New
FC
2580
Fusion Capital
South Carolina
$220K -$13.5K -38 -6%
CFAM
2581
Center For Asset Management
Florida
$220K +$208K +587 New
PT
2582
Plimoth Trust
Massachusetts
$219K -$20.9K -59 -9%
CTFG
2583
Capstone Triton Financial Group
Oklahoma
$219K +$208K +587 New
MIP
2584
Marietta Investment Partners
Wisconsin
$218K +$206K +582 New
PWMG
2585
Prestige Wealth Management Group
New Jersey
$216K – – –
NPPM
2586
North Point Portfolio Managers
Ohio
$216K +$205K +577 New
SEM
2587
Suncoast Equity Management
Florida
$216K +$205K +578 New
BFA
2588
Brown Financial Advisory
Alabama
$215K +$204K +576 New
RP
2589
Rowlandmiller & Partners
Georgia
$215K +$31.2K +88 +18%
PCA
2590
Private Capital Advisors
Connecticut
$214K -$142K -400 -41%
SCCM
2591
Schafer Cullen Capital Management
New York
$213K +$202K +570 New
CCC
2592
Crescent Capital Consulting
Louisiana
$212K +$201K +566 New
PIA
2593
Pinion Investment Advisors
Kansas
$212K +$201K +566 New
LWP
2594
Lumature Wealth Partners
Georgia
$211K +$200K +565 New
RFN
2595
RDA Financial Network
Iowa
$209K +$198K +558 New
AFM
2596
Andesa Financial Management
Pennsylvania
$208K -$824K -2,323 -81%
QWM
2597
QP Wealth Management
New Jersey
$208K -$35.5K -100 -15%
APWM
2598
Atlas Private Wealth Management
New York
$208K -$12.1K -34 -6%
S
2599
SimplyRich
California
$208K +$197K +555 New
ACM
2600
Alamar Capital Management
California
$208K +$198K +557 New
102 103
104
105 106