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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HIP
3351
Harrell Investment Partners
Texas
$700K – – –
CNFG
3352
Creegan & Nassoura Financial Group
New Hampshire
$699K – – –
NCM
3353
NCM Capital Management
New Jersey
$699K – – –
JE
3354
JMAC Enterprises
Pennsylvania
$698K +$1.28K +2 +0.2%
SC
3355
Scholtz & Company
Connecticut
$697K -$6.41K -10 -0.9%
WMA
3356
Wealth Management Associates
New Jersey
$696K -$9.62K -15 -1%
SNB
3357
Security National Bank
Nebraska
$695K – – –
KL
3358
KWMG LLC
Kansas
$695K +$6.41K +10 +1%
CCA
3359
Carrera Capital Advisors
Michigan
$695K -$109K -170 -14%
PCM
3360
Palisade Capital Management
New Jersey
$694K – – –
EWM
3361
Elmwood Wealth Management
California
$693K -$6.41K -10 -1%
BIS
3362
BG Investment Services
Guam
$692K +$11.5K +18 +2%
SW
3363
Schulz Wealth
Texas
$691K +$35.9K +56 +6%
TNAM
3364
Terra Nova Asset Management
New York
$690K +$1.28K +2 +0.2%
FSA
3365
Financial Sense Advisors
California
$689K +$52.6K +82 +9%
KFSC
3366
Keystone Financial Services (Colorado)
Colorado
$689K +$641 +1 +0.1%
TBC
3367
Ted Buchan & Co
California
$686K -$244K -381 -27%
BCA
3368
Bay Capital Advisors
Virginia
$685K – – –
SWM
3369
SilverOak Wealth Management
Minnesota
$684K +$108K +168 +20%
AWMG
3370
Alliance Wealth Management Group
New Jersey
$684K +$98.7K +154 +18%
2L
3371
25 LLC
Missouri
$683K -$11.5K -18 -2%
BOC
3372
Bull Oak Capital
California
$683K +$641 +1 +0.1%
AWP
3373
Atlas Wealth Partners
Pennsylvania
$682K -$6.41K -10 -1%
LAM
3374
Lakewood Asset Management
Illinois
$682K +$641 +1 +0.1%
CFGF
3375
Compass Financial Group (Florida)
Florida
$680K -$10.9K -17 -2%
133 134
135
136 137