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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LGG
3476
Luts & Greenleigh Group
Maryland
$289K +$278K +531 New
SNBOSCI
3477
Security National Bank of Sioux City Iowa
Iowa
$288K – – –
PFA
3478
Petra Financial Advisors
Colorado
$287K -$3.66K -7 -1%
CM
3479
Cornerstone Management
Georgia
$287K -$284K -543 -51%
CRA
3480
Clear Rock Advisors
Texas
$287K +$276K +527 New
BMCM
3481
Burns Matteson Capital Management
New York
$287K +$24.6K +47 +10%
LAM
3482
LifePro Asset Management
California
$286K +$38.2K +73 +16%
IF
3483
Insight Folios
North Carolina
$286K +$12K +23 +5%
OBGC
3484
O'Brien Greene & Co
Pennsylvania
$286K +$32.5K +62 +13%
FFWM
3485
Future Financial Wealth Management
Ohio
$285K – – –
CG
3486
Clifford Group
Massachusetts
$285K +$5.76K +11 +2%
OFA
3487
Oak Family Advisors
Illinois
$284K – – –
MFC
3488
Mechanics Financial Corp
Ohio
$284K -$9.42K -18 -3%
CWA
3489
Continuum Wealth Advisors
New York
$284K +$273K +521 New
LFA
3490
Lauterbach Financial Advisors
Texas
$282K – – –
TS
3491
Tamar Securities
California
$282K +$113K +215 +71%
DWM
3492
Dechtman Wealth Management
Colorado
$281K +$270K +516 New
FZCM
3493
Flynn Zito Capital Management
New York
$280K +$270K +515 New
WAM
3494
Worth Asset Management
Texas
$280K – – –
KWM
3495
Koa Wealth Management
California
$279K +$26.2K +50 +11%
TCOK
3496
Trust Company of Kansas
Kansas
$279K – – –
BWS
3497
Buck Wealth Strategies
Colorado
$279K +$268K +512 New
LFA
3498
Level Financial Advisors
New York
$278K – – –
SW
3499
Schulz Wealth
Texas
$278K – – –
MCC
3500
Maiden Cove Capital
Maine
$276K +$276K +528 New
138 139
140
141 142