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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
2651
PAX Financial Group
Texas
$573K – – –
FNBOSM
2652
First National Bank of South Miami
Florida
$570K +$41.9K +109 +8%
SAM
2653
Secure Asset Management
Michigan
$568K +$73.8K +192 +15%
WWP
2654
Waypoint Wealth Partners
California
$567K – – –
JWM
2655
JGP Wealth Management
Oregon
$566K +$247K +642 +77%
FAM
2656
Fenimore Asset Management
New York
$565K – – –
PCM
2657
Pennsylvania Capital Management
Pennsylvania
$564K +$548K +1,426 New
TIA
2658
Tandem Investment Advisors
South Carolina
$563K -$30K -78 -5%
DACG
2659
Donor Advised Charitable Giving
California
$563K -$143K -373 -20%
IA
2660
Integrity Advisory
Kansas
$562K -$326K -849 -37%
AWM
2661
Aberdeen Wealth Management
Illinois
$562K – – –
WFA
2662
Wade Financial Advisory
California
$561K +$14.6K +38 +3%
WFM
2663
Wolff Financial Management
Michigan
$561K +$769 +2 +0.1%
KFI
2664
Key Financial Inc
Pennsylvania
$560K – – –
MCM
2665
McDonough Capital Management
Florida
$560K – – –
TWA
2666
Trellis Wealth Advisors
California
$556K +$559K +1,455 New
SRC
2667
Shufro Rose & Co
New York
$556K +$27.7K +72 +5%
JSL
2668
JT Stratford LLC
Georgia
$556K +$559K +1,454 New
PWSG
2669
Pacific Wealth Strategies Group
California
$555K +$267K +695 +92%
FWM
2670
Fortress Wealth Management
California
$555K +$1.92K +5 +0.3%
LA
2671
Lindenwold Advisors
Pennsylvania
$555K – – –
JJBC
2672
James J. Burns & Company
New York
$552K +$312K +813 +129%
WAG
2673
Wallace Advisory Group
California
$552K +$555K +1,443 New
SHA
2674
Seneca House Advisors
Virginia
$551K -$1.92K -5 -0.3%
FWP
2675
Falcon Wealth Planning
California
$549K -$557K -1,450 -50%
105 106
107
108 109