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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
3151
Martin Capital Advisors
Texas
$781K -$106K -180 -11%
CFG
3152
Carr Financial Group
Massachusetts
$781K -$6.47K -11 -0.8%
PCM
3153
Pennsylvania Capital Management
Pennsylvania
$781K -$4.11K -7 -0.5%
MAM
3154
MMA Asset Management
Pennsylvania
$779K -$31.2K -53 -4%
MFA
3155
Morling Financial Advisors
California
$779K – – –
FFC
3156
First Financial Corp
Indiana
$778K – – –
TWM
3157
TriaGen Wealth Management
California
$778K +$81.1K +138 +11%
SL
3158
SFM LLC
New Hampshire
$778K +$1.18K +2 +0.1%
PWM
3159
Parkshore Wealth Management
California
$776K -$7.64K -13 -0.9%
RIG
3160
RiverFront Investment Group
Virginia
$775K +$19.4K +33 +2%
WQ
3161
Wealth Quarterback
New Jersey
$775K -$287K -488 -26%
HNW
3162
High Note Wealth
Minnesota
$775K – – –
CC
3163
Constitution Capital
Connecticut
$775K +$82.9K +141 +11%
PCMN
3164
Paradigm Capital Management (Nevada)
Nevada
$773K -$548K -933 -40%
MWM
3165
Mattern Wealth Management
Kansas
$772K +$588 +1 +0.1%
WA
3166
Waterford Advisors
New York
$772K +$324K +552 +67%
SFM
3167
Stack Financial Management
Montana
$771K -$139K -237 -15%
F8IS
3168
Figure 8 Investment Strategies
Idaho
$769K -$588K -1,000 -42%
TLFA
3169
True Link Financial Advisors
California
$769K -$641K -1,090 -44%
CF
3170
Cantor Fitzgerald
New York
$768K +$1.57M +2,667 New
BWL
3171
Beacon Wealthcare LLC
North Carolina
$767K – – –
HB
3172
Horizon Bancorp
Indiana
$766K -$1.14M -1,939 -59%
PWSG
3173
Pacific Wealth Strategies Group
California
$762K +$2.94K +5 +0.4%
OHIS
3174
Oak Harvest Investment Services
Texas
$758K -$351K -598 -31%
CFAM
3175
Center For Asset Management
Florida
$758K +$20.6K +35 +3%
125 126
127
128 129