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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
3601
Amicus Financial Advisors
Texas
$687K +$53.7K +79 +8%
HSWM
3602
Hubbell Strickland Wealth Management
Louisiana
$687K -$680 -1 -0.1%
PM
3603
Phraction Management
Connecticut
$685K -$50.3K -74 -7%
CEI
3604
Clark Estates Inc
New York
$685K – – –
HWMO
3605
Heritage Wealth Management (Ohio)
Ohio
$685K +$680 +1 +0.1%
BST
3606
Bath Savings Trust
Maine
$685K -$39.4K -58 -5%
HIP
3607
Harrell Investment Partners
Texas
$683K – – –
NCM
3608
NCM Capital Management
New Jersey
$683K – – –
OWP
3609
ORG Wealth Partners
Texas
$683K -$272K -400 -28%
MAM
3610
MMA Asset Management
Pennsylvania
$682K -$107K -158 -13%
SWM
3611
Sandro Wealth Management
New Jersey
$681K -$122K -179 -15%
MGWA
3612
Monument Group Wealth Advisors
Massachusetts
$681K +$34.7K +51 +5%
SFO
3613
Stokes Family Office
Louisiana
$680K -$158K -233 -18%
BSAM
3614
Blue Square Asset Management
New York
$680K +$710K +1,045 New
CHWM
3615
Cauble & Harre Wealth Management
Missouri
$679K – – –
MHFA
3616
Mission Hills Financial Advisory
California
$678K +$137K +202 +24%
SCM
3617
Sidoxia Capital Management
California
$677K +$708K +1,041 New
IIC
3618
Integrated Investment Consultants
Michigan
$676K +$42.8K +63 +6%
BIS
3619
BG Investment Services
Guam
$676K – – –
RFN
3620
RDA Financial Network
Iowa
$675K +$7.48K +11 +1%
CAM
3621
Clark Asset Management
New Hampshire
$674K +$126K +186 +22%
SWM
3622
SilverOak Wealth Management
Minnesota
$673K +$8.84K +13 +1%
2L
3623
25 LLC
Missouri
$672K +$3.4K +5 +0.5%
EFG
3624
Elevated Financial Group
Indiana
$671K -$70K -103 -9%
JE
3625
JMAC Enterprises
Pennsylvania
$669K +$680 +1 +0.1%
143 144
145
146 147