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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
3376
NBH Bank
Colorado
$996K +$967K +1,334 New
CBTWT
3377
Community Bank & Trust (Waco, Texas)
Texas
$996K – – –
FWM
3378
Finer Wealth Management
Massachusetts
$994K +$7.25K +10 +0.8%
UFPG
3379
United Financial Planning Group
New York
$994K +$725 +1 +0.1%
EWL
3380
Emissary Wealth LLC
New Jersey
$993K -$84.1K -116 -8%
LKBC
3381
L.K. Benson & Company
Maryland
$992K +$3.63K +5 +0.4%
PA
3382
Powerhouse Assets
Massachusetts
$992K -$5.08K -7 -0.5%
MWM
3383
Mascoma Wealth Management
New Hampshire
$991K – – –
RWPA
3384
Richard W. Paul & Associates
Michigan
$990K +$88.5K +122 +10%
TSWM
3385
Triangle Securities Wealth Management
North Carolina
$986K -$2.17K -3 -0.2%
MCA
3386
Martin Capital Advisors
Texas
$985K – – –
SRC
3387
Shufro Rose & Co
New York
$983K -$5.8K -8 -0.6%
DOA
3388
D'Orazio & Associates
Virginia
$983K +$5.08K +7 +0.5%
GWMIA
3389
Global Wealth Management Investment Advisory
Florida
$980K +$5.08K +7 +0.5%
GFG
3390
Grantvest Financial Group
New Jersey
$977K +$84.1K +116 +10%
IWMA
3391
Ironwood Wealth Management (Arizona)
Arizona
$976K -$668K -921 -41%
FA
3392
Fermata Advisors
California
$976K -$725 -1 -0.1%
LI
3393
Lafayette Investments
Maryland
$972K -$136K -187 -13%
CWM
3394
Cooke Wealth Management
California
$972K – – –
RL
3395
Rogco LP
Oklahoma
$972K +$37.7K +52 +4%
TWIM
3396
TIAA Wealth Investment Management
New York
$971K +$417K +575 +78%
YAVAPFMC
3397
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$970K – – –
GCM
3398
Goldstream Capital Management
Hong Kong
$969K – – –
AOWM
3399
Asset One Wealth Management
Washington
$967K +$20.3K +28 +2%
MA
3400
Mezzasalma Advisors
New Jersey
$963K -$476K -657 -34%
134 135
136
137 138