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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
3451
Tidal Investments
Wisconsin
$308K -$7.85M -14,995 -96%
MRCM
3452
M&R Capital Management
New Jersey
$308K -$11K -21 -4%
AL
3453
ACAS LLC
California
$308K – – –
BCAM
3454
Boston Common Asset Management
Massachusetts
$307K +$1.05K +2 +0.4%
LA
3455
Lynch & Associates
Indiana
$305K – – –
SFG
3456
Sunburst Financial Group
Alabama
$305K +$92.1K +176 +46%
DAC
3457
Dividend Assets Capital
South Carolina
$304K – – –
CBOR
3458
Community Bank of Raymore
Missouri
$304K – – –
PSB
3459
Piscataqua Savings Bank
New Hampshire
$303K -$5.23K -10 -2%
WFS
3460
WealthGarden F.S.
California
$303K +$291K +556 New
TWA
3461
Trellis Wealth Advisors
California
$303K -$2.62K -5 -0.9%
SFP
3462
Sweet Financial Partners
Minnesota
$301K – – –
SS
3463
Sound Stewardship
Kansas
$300K +$288K +551 New
LOIP
3464
Live Oak Investment Partners
Texas
$300K – – –
CMA
3465
Cedar Mountain Advisors
Oregon
$299K +$523 +1 +0.2%
HA
3466
Herold Advisors
New York
$299K – – –
DEM
3467
Disciplined Equity Management
Florida
$297K – – –
SEP
3468
Southland Equity Partners
Missouri
$297K -$193K -369 -40%
KC
3469
Kingfisher Capital
North Carolina
$294K +$11K +21 +4%
IWP
3470
IAG Wealth Partners
Wisconsin
$293K +$4.19K +8 +2%
PWP
3471
Phillips Wealth Planners
Mississippi
$292K -$7.85K -15 -3%
UBG
3472
United Bank (Georgia)
Georgia
$292K – – –
JFGLC
3473
Johnson Financial Group LLC (Colorado)
Colorado
$292K +$281K +536 New
PWC
3474
PYA Waltman Capital
Tennessee
$291K – – –
HW
3475
Hamilton Wealth
California
$291K – – –
137 138
139
140 141