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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
2751
Key Financial Inc
Pennsylvania
$459K -$32.1K -70 -7%
BMD
2752
Better Money Decisions
New Mexico
$459K +$23K +50 +5%
AHC
2753
Adell Harriman & Carpenter
Texas
$459K -$6.89K -15 -2%
BWCS
2754
Beirne Wealth Consulting Services
Connecticut
$458K – – –
BTIM
2755
BancFirst Trust & Investment Management
Oklahoma
$458K +$443K +964 New
GWANC
2756
Guardian Wealth Advisors (North Carolina)
North Carolina
$458K +$443K +965 New
MIA
2757
MainStreet Investment Advisors
Illinois
$457K – – –
BZWA
2758
Blue Zone Wealth Advisors
California
$457K +$442K +963 New
EL
2759
Essex LLC
Illinois
$456K – – –
EA
2760
Eclectic Associates
California
$456K +$225K +490 +104%
AFM
2761
Abbot Financial Management
Massachusetts
$455K – – –
KFSC
2762
Keystone Financial Services (Colorado)
Colorado
$455K +$440K +958 New
PP
2763
PrairieView Partners
Minnesota
$454K +$103K +225 +31%
S
2764
SimplyRich
California
$452K – – –
GCM
2765
Gables Capital Management
Florida
$449K – – –
GA
2766
Greytown Advisors
Florida
$449K +$23.4K +51 +6%
RWG
2767
Regal Wealth Group
California
$448K +$1.38K +3 +0.3%
MWM
2768
Mattern Wealth Management
Kansas
$443K – – –
B
2769
Barings
North Carolina
$441K – – –
NWM
2770
Nauset Wealth Management
Connecticut
$440K +$425K +925 New
RWM
2771
Rezny Wealth Management
Florida
$439K – – –
FLA
2772
Financial Life Advisors
Texas
$439K +$126K +275 +42%
CWM
2773
Cedar Wealth Management
California
$437K -$6.89K -15 -2%
CP
2774
Corbenic Partners
Pennsylvania
$435K +$918 +2 +0.2%
SA
2775
Stewardship Advisors
Pennsylvania
$435K +$96.9K +211 +30%
109 110
111
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