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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AWMNH
2726
Arcadia Wealth Management (New Hampshire)
New Hampshire
$504K +$506K +1,317 New
SIC
2727
SJS Investment Consulting
Ohio
$504K -$4.23K -11 -0.8%
HG
2728
Harbor Group
New Hampshire
$503K +$1.15K +3 +0.2%
SNB
2729
Security National Bank
Nebraska
$503K – – –
HFP
2730
Holistic Financial Partners
Indiana
$502K +$20.4K +53 +4%
CMBA
2731
C.M. Bidwell & Associates
Hawaii
$502K +$384 +1 +0.1%
FPIS
2732
Financial Planning & Information Services
Wisconsin
$501K – – –
ACM
2733
Ardent Capital Management
Ohio
$501K +$504K +1,311 New
BBW
2734
Blue Barn Wealth
Utah
$499K +$166K +433 +50%
DOA
2735
D'Orazio & Associates
Virginia
$498K +$384 +1 +0.1%
ICM
2736
IMS Capital Management
Oregon
$498K +$12.3K +32 +3%
BMD
2737
Better Money Decisions
New Mexico
$496K -$33.8K -88 -6%
CPA
2738
Capital Performance Advisors
California
$495K +$498K +1,295 New
FWM
2739
FSA Wealth Management
Massachusetts
$494K +$25.8K +67 +5%
RCM
2740
Rain Capital Management
Oregon
$494K -$211K -549 -30%
ZAM
2741
Zevin Asset Management
Massachusetts
$493K -$125K -325 -20%
RF
2742
Resolute Financial
Massachusetts
$493K +$11.9K +31 +2%
PWA
2743
Physician Wealth Advisors
Utah
$492K -$6.15K -16 -1%
RCG
2744
Regatta Capital Group
California
$489K -$70K -182 -12%
MRCM
2745
M&R Capital Management
New Jersey
$489K +$158K +412 +48%
SXL
2746
Summit X LLC
Missouri
$489K -$70K -182 -12%
WFAG
2747
Wescott Financial Advisory Group
Pennsylvania
$488K -$9.99K -26 -2%
MWA
2748
Miller Wealth Advisors
Colorado
$488K +$248K +645 +101%
IAG
2749
Investment Advisory Group
Massachusetts
$487K +$24.6K +64 +5%
IIM
2750
Ipswich Investment Management
Massachusetts
$483K – – –
108 109
110
111 112