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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
YIH
2576
Y-Intercept (HK)
Hong Kong
$239K +$234K +606 New
BFG
2577
Barber Financial Group
Kansas
$238K -$15.3M -39,735 -99%
HWA
2578
Heritage Way Advisors
Illinois
$238K – – –
PFM
2579
Peak Financial Management
Massachusetts
$237K +$1.16K +3 +0.5%
KAM
2580
Knightsbridge Asset Management
California
$237K +$231K +599 New
CWA
2581
Capital Wealth Alliance
Arizona
$235K -$14.3K -37 -6%
MIP
2582
Marietta Investment Partners
Wisconsin
$235K +$3.86K +10 +2%
BCM
2583
Brookmont Capital Management
Texas
$234K – – –
CTFG
2584
Capstone Triton Financial Group
Oklahoma
$233K – – –
FWP
2585
Firethorn Wealth Partners
Georgia
$232K -$239K -620 -51%
PT
2586
Plimoth Trust
Massachusetts
$232K – – –
PIA
2587
Pinion Investment Advisors
Kansas
$232K +$7.33K +19 +3%
NPPM
2588
North Point Portfolio Managers
Ohio
$229K – – –
BFA
2589
Brown Financial Advisory
Alabama
$228K – – –
NCP
2590
NexWave Capital Partners
New York
$227K -$250K -649 -53%
PCA
2591
Private Capital Advisors
Connecticut
$227K – – –
AWG
2592
Altus Wealth Group
Colorado
$227K +$16.6K +43 +9%
LWP
2593
Lumature Wealth Partners
Georgia
$224K – – –
DWA
2594
Dougherty Wealth Advisers
Minnesota
$224K +$21.6K +56 +11%
NFSG
2595
Newbridge Financial Services Group
Florida
$223K +$5.4K +14 +3%
BWL
2596
Bogart Wealth LLC
Virginia
$223K +$10K +26 +5%
ACA
2597
Aptus Capital Advisors
Alabama
$222K -$18.9K -49 -8%
AFM
2598
Andesa Financial Management
Pennsylvania
$222K +$1.54K +4 +0.7%
EIA
2599
Eastover Investment Advisors
North Carolina
$222K +$216K +561 New
DSN
2600
D. Scott Neal
Kentucky
$221K -$407K -1,056 -65%
102 103
104
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