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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
3501
Sunburst Financial Group
Alabama
$305K -$15.5K -28 -5%
FPF
3502
First Pacific Financial
Washington
$304K -$50.9K -92 -15%
SPAS
3503
Spectrum Planning & Advisory Services
California
$304K +$34.8K +63 +13%
LFA
3504
Lauterbach Financial Advisors
Texas
$304K – – –
SNBOSCI
3505
Security National Bank of Sioux City Iowa
Iowa
$304K – – –
PFA
3506
Petra Financial Advisors
Colorado
$303K – – –
UBG
3507
United Bank (Georgia)
Georgia
$303K -$4.98K -9 -2%
OFA
3508
Oak Family Advisors
Illinois
$300K – – –
NWMG
3509
National Wealth Management Group
Ohio
$300K -$40.9K -74 -12%
MFC
3510
Mechanics Financial Corp
Ohio
$299K – – –
FFWM
3511
Future Financial Wealth Management
Ohio
$298K -$1.66K -3 -0.6%
DWM
3512
Dechtman Wealth Management
Colorado
$297K +$1.11K +2 +0.4%
SFS
3513
Symphony Financial Services
Ohio
$297K +$286K +517 New
CBOR
3514
Community Bank of Raymore
Missouri
$295K -$23.8K -43 -8%
WAM
3515
Worth Asset Management
Texas
$295K – – –
PWA
3516
Prairie Wealth Advisors
Nebraska
$295K +$284K +513 New
PCMM
3517
Piedmont Capital Management (Montana)
Montana
$294K -$129K -234 -32%
SW
3518
Schulz Wealth
Texas
$293K – – –
JBA
3519
Johnson Bixby & Associates
Washington
$292K +$16.6K +30 +6%
FZCM
3520
Flynn Zito Capital Management
New York
$292K -$2.77K -5 -1%
PWP
3521
Phillips Wealth Planners
Mississippi
$291K -$11.6K -21 -4%
ISWM
3522
Independent Solutions Wealth Management
New York
$291K +$4.42K +8 +2%
SCA
3523
Stillwater Capital Advisors
Pennsylvania
$291K +$280K +507 New
RCM
3524
Richardson Capital Management
Wisconsin
$290K +$1.11K +2 +0.4%
AWA
3525
Aquire Wealth Advisors
Utah
$290K +$279K +505 New
139 140
141
142 143