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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AWMG
3526
Alliance Wealth Management Group
New Jersey
$488K – – –
BOC
3527
Bull Oak Capital
California
$487K +$3.53K +6 +0.7%
JCFM
3528
JBR Co Financial Management
Oklahoma
$487K -$34.7K -59 -6%
OBWP
3529
O'Brien Wealth Partners
Massachusetts
$486K -$43.5K -74 -8%
HCP
3530
Hamilton Capital Partners
Georgia
$486K -$129K -220 -20%
RC
3531
Rahlfs Capital
Texas
$485K +$12.9K +22 +3%
LWM
3532
Lodestone Wealth Management
Washington
$485K -$2.3M -3,905 -82%
EW
3533
Enzi Wealth
Texas
$484K – – –
ANHIM
3534
Alan N. Hoffman Investment Management
Massachusetts
$484K – – –
LL
3535
LPWM LLC
Minnesota
$482K -$30.6K -52 -6%
KFG
3536
Kelly Financial Group
Connecticut
$482K +$40K +68 +9%
KC
3537
Knuff & Co
California
$481K – – –
DAC
3538
Dividend Assets Capital
South Carolina
$481K – – –
CCT
3539
Chemung Canal Trust
New York
$480K -$15.3K -26 -3%
JAFL
3540
Jay A. Fishman Ltd
Michigan
$478K – – –
FA
3541
FF Advisors
California
$478K -$163K -278 -25%
AWMS
3542
Advocacy Wealth Management Services
Georgia
$477K – – –
BWM
3543
Bosman Wealth Management
California
$476K -$45.8K -78 -8%
BRIA
3544
Balanced Rock Investment Advisors
Massachusetts
$475K +$283K +481 +130%
BW
3545
Balance Wealth
Ohio
$475K +$499K +849 New
ATI
3546
ARK & TLK Investments
Oklahoma
$474K – – –
CCAL
3547
City Center Advisors LLC
Michigan
$474K +$28.8K +49 +6%
GWSA
3548
Global Wealth Strategies & Associates
Colorado
$474K +$132K +224 +36%
RFN
3549
Redwood Financial Network
Ohio
$474K +$6.47K +11 +1%
MWM
3550
Maltin Wealth Management
New Jersey
$471K +$1.18K +2 +0.2%
140 141
142
143 144