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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
ANHIM
3101
Alan N. Hoffman Investment Management
Massachusetts
$248K +$235K +560 New
CW
3102
Channel Wealth
California
$247K -$46.2K -110 -16%
CBOR
3103
Community Bank of Raymore
Missouri
$247K – – –
PCM
3104
Presidio Capital Management
California
$247K +$839 +2 +0.4%
LA
3105
Lynch & Associates
Indiana
$246K -$5.88K -14 -2%
B
3106
BetterWealth
California
$246K – – –
PFA
3107
Professional Financial Advisors
Nebraska
$246K +$233K +555 New
C1AG
3108
Client 1st Advisory Group
Florida
$246K +$10.5K +25 +5%
AFA
3109
Alpha Financial Advisors
North Carolina
$244K +$2.1K +5 +0.9%
DTC
3110
Davidson Trust Company
Washington
$243K – – –
HIA
3111
Harvest Investment Advisors
Florida
$243K -$227K -542 -50%
DEM
3112
Disciplined Equity Management
Florida
$242K – – –
NQWM
3113
Northwest Quadrant Wealth Management
Oregon
$242K +$839 +2 +0.4%
GA
3114
Greytown Advisors
Florida
$240K +$226K +539 New
HA
3115
Herold Advisors
New York
$239K +$226K +539 New
CFG
3116
CKW Financial Group
Hawaii
$238K +$2.1K +5 +0.9%
NCM
3117
NCM Capital Management
New Jersey
$238K +$2.94K +7 +1%
CSI
3118
Cross Staff Investments
New York
$238K +$420 +1 +0.2%
LWP
3119
Lumature Wealth Partners
Georgia
$237K – – –
BMO
3120
Beck Mack & Oliver
New York
$235K – – –
SPW
3121
Sonoma Private Wealth
California
$235K – – –
GWM
3122
Gray Wealth Management
Maine
$235K -$116K -277 -34%
SNBOSCI
3123
Security National Bank of Sioux City Iowa
Iowa
$235K +$222K +530 New
ISWM
3124
Independent Solutions Wealth Management
New York
$233K +$220K +525 New
WIP
3125
WealthCare Investment Partners
Rhode Island
$232K +$7.55K +18 +4%
123 124
125
126 127