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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
UB
3076
Umpqua Bank
Oregon
$635K – – –
SNB
3077
Security National Bank
Nebraska
$635K +$34.8K +63 +6%
PWA
3078
Physician Wealth Advisors
Utah
$633K +$215K +388 +55%
CPW
3079
Cove Private Wealth
New York
$631K – – –
RAM
3080
Riggs Asset Management
Pennsylvania
$629K -$514K -929 -46%
WIC
3081
Wilkins Investment Counsel
Massachusetts
$629K – – –
TPW
3082
Transatlantique Private Wealth
New York
$628K +$101K +182 +20%
CWR
3083
Chico Wealth RIA
California
$628K – – –
PA
3084
Probity Advisors
Texas
$623K -$7.19K -13 -1%
SWM
3085
Silverlake Wealth Management
Vermont
$622K +$105K +190 +21%
AWM
3086
AAF Wealth Management
Massachusetts
$621K -$32.1K -58 -5%
DWM
3087
Darwin Wealth Management
Florida
$621K +$553 +1 +0.1%
HWMO
3088
Heritage Wealth Management (Ohio)
Ohio
$620K -$193K -349 -24%
SL
3089
SWMG LLC
Texas
$617K -$553 -1 -0.1%
TW
3090
Traveka Wealth
California
$615K +$10.5K +19 +2%
GJIA
3091
Glass Jacobson Investment Advisors
Maryland
$614K -$2.77K -5 -0.5%
PMAM
3092
Picton Mahoney Asset Management
Ontario, Canada
$614K -$409K -740 -41%
LI
3093
LVZ Inc
Michigan
$614K -$8.29K -15 -1%
SF
3094
Schaeffer Financial
Maryland
$612K -$91.2K -165 -13%
AFIA
3095
America First Investment Advisors
Nebraska
$610K -$23.8K -43 -4%
CFGF
3096
Compass Financial Group (Florida)
Florida
$609K -$2.21K -4 -0.4%
NRW
3097
Nova R Wealth
Kansas
$609K +$1.66K +3 +0.3%
VC
3098
Vicus Capital
Pennsylvania
$608K -$824K -1,491 -20%
CM
3099
Columbus Macro
Pennsylvania
$608K – – –
ELM
3100
Elite Life Management
Florida
$607K – – –
122 123
124
125 126