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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
OBGC
3151
O'Brien Greene & Co
Pennsylvania
$241K -$13.3K -30 -5%
LFA
3152
Lauterbach Financial Advisors
Texas
$239K – – –
LA
3153
Lynch & Associates
Indiana
$239K +$1.78K +4 +0.7%
CPC
3154
Cookson Peirce & Co
Pennsylvania
$239K +$249K +559 New
MFC
3155
Mechanics Financial Corp
Ohio
$239K -$3.11K -7 -1%
AR
3156
Advisory Research
Illinois
$239K -$2.22K -5 -0.9%
CBOR
3157
Community Bank of Raymore
Missouri
$239K -$445 -1 -0.2%
PCM
3158
Presidio Capital Management
California
$238K -$445 -1 -0.2%
AFA
3159
Alpha Financial Advisors
North Carolina
$238K +$3.11K +7 +1%
LOIP
3160
Live Oak Investment Partners
Texas
$236K – – –
DMIC
3161
Dixon Mitchell Investment Counsel
British Columbia, Canada
$235K +$245K +550 New
HA
3162
Herold Advisors
New York
$235K +$4.45K +10 +2%
NQWM
3163
Northwest Quadrant Wealth Management
Oregon
$234K +$890 +2 +0.4%
DEM
3164
Disciplined Equity Management
Florida
$233K – – –
B
3165
BetterWealth
California
$233K -$5.34K -12 -2%
GA
3166
Greytown Advisors
Florida
$232K – – –
KWA
3167
Kellett Wealth Advisors
Ohio
$230K +$14.7K +33 +7%
NCM
3168
NCM Capital Management
New Jersey
$229K – – –
AMG
3169
Advisors Management Group
Wisconsin
$229K -$18.2K -41 -7%
CWG
3170
Crown Wealth Group
North Carolina
$228K +$237K +533 New
GWM
3171
Gray Wealth Management
Maine
$227K +$445 +1 +0.2%
SNBOSCI
3172
Security National Bank of Sioux City Iowa
Iowa
$227K – – –
OFG
3173
Orcam Financial Group
California
$225K +$23.1K +52 +11%
QCIG
3174
Quad-Cities Investment Group
Iowa
$224K +$890 +2 +0.4%
TI
3175
tru Independence
Oregon
$224K +$20.9K +47 +10%
125 126
127
128 129