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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
3451
WP Advisors
California
$267K +$23.2K +52 +10%
VIA
3452
Vickerman Investment Advisors
Washington
$267K -$78.4K -176 -24%
LOIP
3453
Live Oak Investment Partners
Texas
$267K – – –
LA
3454
Lynch & Associates
Indiana
$266K – – –
LFP
3455
Lakeshore Financial Planning
Michigan
$266K -$298K -670 -55%
CBOR
3456
Community Bank of Raymore
Missouri
$265K – – –
MCWA
3457
Meadow Creek Wealth Advisors
Georgia
$265K +$248K +557 New
PPA
3458
Painted Porch Advisors
California
$264K +$248K +556 New
AL
3459
ACAS LLC
California
$264K -$14.7K -33 -6%
AF
3460
Apollon Financial
South Carolina
$264K +$248K +556 New
HA
3461
Herold Advisors
New York
$261K – – –
JCFM
3462
JBR Co Financial Management
Oklahoma
$260K +$244K +548 New
KSWWM
3463
Keyes Stange & Wooten Wealth Management
Florida
$260K +$244K +547 New
KWAG
3464
Kiely Wealth Advisory Group
North Carolina
$260K +$237K +531 New
OL
3465
OneFund LLC
Florida
$259K +$243K +545 New
PWC
3466
PYA Waltman Capital
Tennessee
$259K +$243K +545 New
MFC
3467
Mechanics Financial Corp
Ohio
$256K -$8.91K -20 -4%
PCM
3468
Presidio Capital Management
California
$256K -$8.02K -18 -3%
UBG
3469
United Bank (Georgia)
Georgia
$255K -$41.4K -93 -15%
HCM
3470
Howard Capital Management
Georgia
$254K +$238K +535 New
B
3471
BetterWealth
California
$254K -$4.46K -10 -2%
SNBOSCI
3472
Security National Bank of Sioux City Iowa
Iowa
$252K – – –
KC
3473
Kinloch Capital
Virginia
$251K +$236K +529 New
TSW
3474
Three Seasons Wealth
Utah
$251K +$235K +527 New
OFG
3475
Orcam Financial Group
California
$250K – – –
137 138
139
140 141