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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
2826
Abbot Financial Management
Massachusetts
$405K – – –
MSWM
2827
McGlone Suttner Wealth Management
Wisconsin
$404K +$798 +2 +0.2%
SFA
2828
Seneca Financial Advisors
New York
$403K – – –
SI
2829
Saxon Interests
Texas
$403K -$16.8K -42 -4%
WE
2830
Wealth Effects
Massachusetts
$401K – – –
CL
2831
CIM LLC
New York
$401K – – –
IRC
2832
Investors Research Corp
Georgia
$401K – – –
TCM
2833
TD Capital Management
Tennessee
$400K +$1.6K +4 +0.4%
SG
2834
Stonnington Group
California
$399K -$63K -158 -14%
RWG
2835
Regal Wealth Group
California
$398K +$1.6K +4 +0.4%
MCM
2836
McRae Capital Management
New Jersey
$398K – – –
DACG
2837
Donor Advised Charitable Giving
California
$398K -$199K -500 -34%
SIA
2838
Stegner Investment Associates
Kentucky
$396K +$798 +2 +0.2%
SFG
2839
Socha Financial Group
New York
$395K -$304K -761 -44%
RFM
2840
Royal Fund Management
Florida
$394K -$8.36M -20,947 -96%
BFA
2841
Bluestem Financial Advisors
Illinois
$393K -$9.97K -25 -3%
JJBC
2842
James J. Burns & Company
New York
$393K -$193K -483 -33%
FLA
2843
Financial Life Advisors
Texas
$393K -$3.99K -10 -1%
GWMIA
2844
Global Wealth Management Investment Advisory
Florida
$393K +$42.3K +106 +12%
BIM
2845
Bridges Investment Management
Nebraska
$391K – – –
GG
2846
Greenwood Gearhart
Arkansas
$390K -$21.9K -55 -5%
AWC
2847
Adamsbrown Wealth Consultants
Kansas
$390K -$9.18K -23 -2%
KFSC
2848
Keystone Financial Services (Colorado)
Colorado
$389K – – –
S
2849
SimplyRich
California
$389K – – –
CAM
2850
Concorde Asset Management
Michigan
$387K -$237K -593 -39%
112 113
114
115 116