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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
2801
Whitney & Co
New York
$429K – – –
EFG
2802
Ethos Financial Group
Pennsylvania
$429K -$104K -261 -20%
SNB
2803
Security National Bank
Nebraska
$427K -$108K -270 -21%
PCFFS
2804
Pacific Center for Financial Services
California
$427K +$417K +1,044 New
PIP
2805
Peachtree Investment Partners
Florida
$427K +$14K +35 +3%
WP
2806
Wealthspan Partners
Iowa
$425K -$2.39K -6 -0.6%
BWM
2807
BCGM Wealth Management
Indiana
$424K – – –
EWM
2808
Elmwood Wealth Management
California
$424K -$32.3K -81 -7%
LI
2809
LVZ Inc
Michigan
$424K +$1.2K +3 +0.3%
SLA
2810
Silver Lake Advisory
Utah
$423K +$412K +1,033 New
RS
2811
Retirement Solution
Washington
$422K +$399 +1 +0.1%
EIA
2812
Eastover Investment Advisors
North Carolina
$420K – – –
OCM
2813
Orleans Capital Management
Louisiana
$419K – – –
HBW
2814
Hazlett, Burt & Watson
West Virginia
$419K +$798 +2 +0.2%
FNBSF
2815
First National Bank Sioux Falls
South Dakota
$418K – – –
SPWM
2816
Straight Path Wealth Management
Michigan
$417K – – –
SBF
2817
Sara-Bay Financial
Florida
$416K +$5.19K +13 +1%
FWA
2818
FSC Wealth Advisors
New York
$415K -$32.3K -81 -7%
PWP
2819
Pursue Wealth Partners
California
$413K – – –
AIM
2820
Athena Investment Management
California
$412K – – –
PCM
2821
Palisade Capital Management
New Jersey
$409K – – –
APW
2822
Acima Private Wealth
Virginia
$409K – – –
HIP
2823
Harrell Investment Partners
Texas
$408K -$32.3K -81 -7%
TH
2824
TCTC Holdings
Texas
$407K +$4.39K +11 +1%
PWA
2825
Physician Wealth Advisors
Utah
$406K -$99.7K -250 -20%
111 112
113
114 115