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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
2951
Thomas Story & Son
Indiana
$330K -$34.6K -90 -9%
LFGO
2952
Legacy Financial Group (Oklahoma)
Oklahoma
$329K +$331K +861 New
RWM
2953
Rezny Wealth Management
Florida
$329K – – –
WAG
2954
Windsor Advisory Group
Ohio
$329K +$330K +859 New
SCM
2955
SevenOneSeven Capital Management
Pennsylvania
$327K -$855K -2,224 -72%
JCM
2956
Jag Capital Management
Missouri
$327K +$329K +856 New
JAFL
2957
Jay A. Fishman Ltd
Michigan
$327K – – –
GWMIA
2958
Global Wealth Management Investment Advisory
Florida
$326K -$11.5K -30 -3%
PFA
2959
Petra Financial Advisors
Colorado
$326K +$327K +852 New
PSB
2960
Piscataqua Savings Bank
New Hampshire
$325K – – –
DCM
2961
DGS Capital Management
New Jersey
$324K +$6.92K +18 +2%
RW
2962
Regimen Wealth
Georgia
$324K +$325K +846 New
WSWA
2963
Warren Street Wealth Advisors
California
$322K -$2.31K -6 -0.7%
RLWM
2964
RF&L Wealth Management
Massachusetts
$322K +$324K +842 New
MFC
2965
Mechanics Financial Corp
Ohio
$320K -$9.61K -25 -3%
CTFG
2966
Capstone Triton Financial Group
Oklahoma
$319K – – –
CWM
2967
Cedar Wealth Management
California
$317K -$78.8K -205 -20%
SFG
2968
SevenBridge Financial Group
Pennsylvania
$317K +$9.61K +25 +3%
MWM
2969
McNaughton Wealth Management
California
$317K +$70.7K +184 +29%
CAMV
2970
Concord Asset Management (Virginia)
Virginia
$316K +$317K +826 New
CAM
2971
CPA Asset Management
Florida
$314K +$316K +822 New
CVM
2972
Cheviot Value Management
California
$314K -$3.84K -10 -1%
MHIC
2973
Marble Harbor Investment Counsel
Massachusetts
$314K – – –
BBP
2974
Banco BTG Pactual
Brazil
$313K +$315K +819 New
BWG
2975
Beta Wealth Group
California
$312K +$1.92K +5 +0.6%
117 118
119
120 121