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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
JAFL
2951
Jay A. Fishman Ltd
Michigan
$365K – – –
LL
2952
LPWM LLC
Minnesota
$364K – – –
SCM
2953
Seascape Capital Management
New Hampshire
$363K +$42.3K +95 +13%
WFMPM
2954
Woodley Farra Manion Portfolio Management
Indiana
$362K -$4K -9 -1%
MKA
2955
M. Kulyk & Associates
Georgia
$362K -$7.56K -17 -2%
AFP
2956
Advus Financial Partners
Florida
$360K – – –
TCM
2957
Telos Capital Management
California
$360K +$49.8K +112 +15%
SSW
2958
Smith Shellnut Wilson
Mississippi
$360K -$15.6K -35 -4%
RLWM
2959
RF&L Wealth Management
Massachusetts
$360K – – –
AIM
2960
Astor Investment Management
Illinois
$360K +$374K +841 New
SPW
2961
Sonoma Private Wealth
California
$359K +$137K +308 +58%
RWM
2962
Rezny Wealth Management
Florida
$358K -$56.9K -128 -13%
AHC
2963
Adell Harriman & Carpenter
Texas
$357K +$73.4K +165 +25%
LFGO
2964
Legacy Financial Group (Oklahoma)
Oklahoma
$357K -$2.67K -6 -0.7%
ECA
2965
Elevated Capital Advisors
Utah
$356K +$890 +2 +0.2%
CAMV
2966
Concord Asset Management (Virginia)
Virginia
$355K -$15.6K -35 -4%
GCM
2967
Gibraltar Capital Management
Oklahoma
$353K – – –
FLA
2968
Financial Life Advisors
Texas
$353K -$8.89K -20 -2%
WAM
2969
Walker Asset Management
Missouri
$353K – – –
MWP
2970
Meridian Wealth Partners
Pennsylvania
$352K -$20.9K -47 -5%
KIC
2971
Kensington Investment Counsel
California
$352K – – –
SW
2972
Simplicity Wealth
New Jersey
$352K +$366K +823 New
MHIC
2973
Marble Harbor Investment Counsel
Massachusetts
$351K – – –
RWG
2974
Regal Wealth Group
California
$351K -$6.67K -15 -2%
RFWA
2975
RPg Family Wealth Advisory
Massachusetts
$350K +$445 +1 +0.1%
117 118
119
120 121