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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AMG
3476
Advisors Management Group
Wisconsin
$250K -$4.46K -10 -2%
STAS
3477
Strong Tower Advisory Services
Minnesota
$249K +$891 +2 +0.4%
CS
3478
CapitalatWork SA
$249K – – –
FM
3479
Foster & Motley
Ohio
$249K +$233K +523 New
FFWM
3480
Future Financial Wealth Management
Ohio
$249K +$233K +523 New
OFA
3481
Oak Family Advisors
Illinois
$248K -$53.9K -121 -19%
KC
3482
Kingfisher Capital
North Carolina
$247K +$445 +1 +0.2%
EFP
3483
EnRich Financial Partners
Wisconsin
$247K +$231K +519 New
IF
3484
Insight Folios
North Carolina
$247K – – –
TBC
3485
Ted Buchan & Co
California
$245K – – –
FFO
3486
Fortitude Family Office
Arizona
$245K +$229K +515 New
CG
3487
Clifford Group
Massachusetts
$244K -$3.56K -8 -2%
TCOK
3488
Trust Company of Kansas
Kansas
$243K – – –
LFA
3489
Level Financial Advisors
New York
$243K – – –
VW
3490
Vantage Wealth
California
$242K – – –
SW
3491
Schulz Wealth
Texas
$242K +$227K +510 New
MPCG
3492
Matrix Private Capital Group
New York
$242K -$1.17M -2,629 -84%
HIF
3493
Hill Island Financial
Michigan
$242K -$63.7K -143 -22%
IIM
3494
Ironwood Investment Management
Massachusetts
$241K – – –
QFA
3495
Quattro Financial Advisors
Texas
$240K -$1.12M -2,516 -84%
HB
3496
Horizon Bancorp
Indiana
$240K – – –
RCM
3497
Richardson Capital Management
Wisconsin
$238K +$223K +501 New
WAG
3498
Windsor Advisory Group
Ohio
$238K +$891 +2 +0.4%
HA
3499
Harfst & Associates
Wyoming
$238K – – –
BPCA
3500
Bank Pictet & Cie (Asia)
Singapore
$238K +$223K +500 New
138 139
140
141 142