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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
3201
LifeGuide Financial Advisors
Pennsylvania
$832K -$67.2K -114 -7%
ACM
3202
Avalon Capital Management
California
$829K -$589 -1 -0.1%
BFA
3203
Buttonwood Financial Advisors
Maryland
$828K – – –
NAAA
3204
New Age Alpha Advisors
New York
$828K +$832K +1,412 New
IC
3205
Innealta Capital
Texas
$826K +$53K +90 +7%
BFG
3206
Beacon Financial Group
Texas
$826K +$23.6K +40 +3%
CFG
3207
Carr Financial Group
Massachusetts
$825K +$223K +378 +37%
FWM
3208
Finer Wealth Management
Massachusetts
$823K -$4.12K -7 -0.5%
PCM
3209
Pennsylvania Capital Management
Pennsylvania
$822K – – –
PWM
3210
Parkshore Wealth Management
California
$821K +$825K +1,401 New
HH
3211
HWG Holdings
Texas
$821K -$136K -230 -14%
SHA
3212
Seneca House Advisors
Virginia
$821K – – –
VFPW
3213
Vantage Financial Partners (Wisconsin)
Wisconsin
$819K +$57.1K +97 +7%
MA
3214
Maxele Advisors
Missouri
$817K +$821K +1,394 New
WA
3215
WealthTrust Axiom
Pennsylvania
$816K +$589 +1 +0.1%
MFA
3216
Morling Financial Advisors
California
$816K +$318K +540 +63%
FFC
3217
First Financial Corp
Indiana
$815K – – –
SL
3218
SFM LLC
New Hampshire
$814K – – –
WE
3219
Wealth Effects
Massachusetts
$814K -$70.7K -120 -8%
HNW
3220
High Note Wealth
Minnesota
$812K -$260K -441 -24%
GSEP
3221
Golden State Equity Partners
California
$810K +$94.3K +160 +13%
SIA
3222
Strategic Investment Advisors
Michigan
$810K +$57.7K +98 +8%
MWM
3223
Mattern Wealth Management
Kansas
$809K -$1.18K -2 -0.1%
TNB
3224
Thomasville National Bank
Georgia
$804K +$35.9K +61 +5%
BWL
3225
Beacon Wealthcare LLC
North Carolina
$804K – – –
127 128
129
130 131