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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOSM
2651
First National Bank of South Miami
Florida
$570K +$41.9K +109 +8%
SAM
2652
Secure Asset Management
Michigan
$568K +$73.8K +192 +15%
WWP
2653
Waypoint Wealth Partners
California
$567K – – –
JWM
2654
JGP Wealth Management
Oregon
$566K +$247K +642 +77%
FAM
2655
Fenimore Asset Management
New York
$565K – – –
PCM
2656
Pennsylvania Capital Management
Pennsylvania
$564K +$548K +1,426 New
TIA
2657
Tandem Investment Advisors
South Carolina
$563K -$30K -78 -5%
DACG
2658
Donor Advised Charitable Giving
California
$563K -$143K -373 -20%
IA
2659
Integrity Advisory
Kansas
$562K -$326K -849 -37%
AWM
2660
Aberdeen Wealth Management
Illinois
$562K – – –
WFA
2661
Wade Financial Advisory
California
$561K +$14.6K +38 +3%
WFM
2662
Wolff Financial Management
Michigan
$561K +$769 +2 +0.1%
KFI
2663
Key Financial Inc
Pennsylvania
$560K – – –
MCM
2664
McDonough Capital Management
Florida
$560K – – –
TWA
2665
Trellis Wealth Advisors
California
$556K +$559K +1,455 New
SRC
2666
Shufro Rose & Co
New York
$556K +$27.7K +72 +5%
JSL
2667
JT Stratford LLC
Georgia
$556K +$559K +1,454 New
PWSG
2668
Pacific Wealth Strategies Group
California
$555K +$267K +695 +92%
FWM
2669
Fortress Wealth Management
California
$555K +$1.92K +5 +0.3%
LA
2670
Lindenwold Advisors
Pennsylvania
$555K – – –
JJBC
2671
James J. Burns & Company
New York
$552K +$312K +813 +129%
WAG
2672
Wallace Advisory Group
California
$552K +$555K +1,443 New
SHA
2673
Seneca House Advisors
Virginia
$551K -$1.92K -5 -0.3%
FWP
2674
Falcon Wealth Planning
California
$549K -$557K -1,450 -50%
IAP
2675
Indie Asset Partners
Indiana
$548K -$9.61K -25 -2%
105 106
107
108 109