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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
3201
49 Wealth Management
Texas
$819K -$10.5M -18,341 -93%
LKBC
3202
L.K. Benson & Company
Maryland
$818K – – –
PM
3203
Phraction Management
Connecticut
$818K +$757K +1,324 New
VFG
3204
Victory Financial Group
Texas
$818K -$224K -391 -23%
AWM
3205
Aberdeen Wealth Management
Illinois
$817K +$756K +1,322 New
RIM
3206
RW Investment Management
Idaho
$816K -$12K -21 -2%
OWP
3207
ORG Wealth Partners
Texas
$811K -$73.7K -129 -9%
MSFP
3208
Mark Sheptoff Financial Planning
Connecticut
$809K – – –
AA
3209
Aufman Associates
Pennsylvania
$809K -$9.72K -17 -1%
SP
3210
Sequent Planning
Nebraska
$807K +$71.5K +125 +11%
LBWM
3211
Left Brain Wealth Management
Illinois
$807K – – –
XT
3212
XTX Topco
Cayman Islands
$804K +$744K +1,302 New
MF
3213
Manuka Financial
Virginia
$804K – – –
DOA
3214
D'Orazio & Associates
Virginia
$802K +$572 +1 +0.1%
WMA
3215
William Mack & Associates
Michigan
$800K +$6.86K +12 +0.9%
CIG
3216
Cascade Investment Group
Colorado
$800K – – –
SIA
3217
Strategic Investment Advisors
Michigan
$800K +$1.14K +2 +0.2%
FWM
3218
Finer Wealth Management
Massachusetts
$796K +$1.14K +2 +0.2%
WTFG
3219
Wells Trecaso Financial Group
Ohio
$795K -$5.72K -10 -0.8%
4WM
3220
4J Wealth Management
Virginia
$795K – – –
SG
3221
Stanich Group
New York
$795K +$1.14K +2 +0.2%
FPW
3222
Fairvoy Private Wealth
Alabama
$794K +$22.9K +40 +3%
KGP
3223
Keystone Global Partners
Colorado
$794K -$1.14K -2 -0.2%
FNA
3224
First National Advisers
Nebraska
$793K – – –
RAM
3225
Readystate Asset Management
Illinois
$792K +$733K +1,282 New
127 128
129
130 131