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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
3526
Kurt F. Somerville
$264K – – –
HA
3527
Harfst & Associates
Wyoming
$262K -$9.42K -18 -4%
JBA
3528
Johnson Bixby & Associates
Washington
$261K +$36.6K +70 +17%
CCAL
3529
City Center Advisors LLC
Michigan
$261K – – –
B
3530
BetterWealth
California
$261K -$6.28K -12 -2%
BC
3531
Blackhill Capital
New Jersey
$260K – – –
AA
3532
Argent Advisors
Louisiana
$260K +$250K +477 New
TWA
3533
Talisman Wealth Advisors
New Jersey
$259K +$250K +477 New
DIM
3534
DLK Investment Management
California
$259K -$17.8K -34 -7%
TPWM
3535
Twelve Points Wealth Management
Massachusetts
$258K +$8.37K +16 +4%
BMO
3536
Beck Mack & Oliver
New York
$257K – – –
HFO
3537
Heritage Family Offices
Arizona
$257K +$247K +472 New
HWMA
3538
Heritage Wealth Management (Arizona)
Arizona
$257K +$247K +472 New
KOMWMG
3539
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$256K +$246K +470 New
SPAS
3540
Spectrum Planning & Advisory Services
California
$255K +$244K +467 New
MA
3541
Menlo Advisors
California
$255K – – –
HWP
3542
Highline Wealth Partners
California
$255K +$523 +1 +0.2%
HIM
3543
Hanlon Investment Management
New Jersey
$253K +$6.28K +12 +3%
WAS
3544
WESPAC Advisors SoCal
California
$253K +$5.23K +10 +2%
CIR
3545
Clear Investment Research
Georgia
$252K +$65.9K +126 +37%
CWM
3546
Cabot Wealth Management
Massachusetts
$251K +$14.7K +28 +6%
PC
3547
Pecaut & Co
Iowa
$250K +$3.66K +7 +2%
BC
3548
Brio Consultants
California
$249K +$240K +458 New
CSC
3549
Caldwell Sutter Capital
California
$249K – – –
ONSWM
3550
Old North State Wealth Management
North Carolina
$248K -$50.2K -96 -17%
140 141
142
143 144