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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
3726
Orrstown Financial Services
Pennsylvania
$640K -$13.5K -20 -2%
AC
3727
Asio Capital
Kentucky
$640K +$33.1K +49 +6%
MWM
3728
Meadowbrook Wealth Management
New York
$639K +$55.4K +82 +10%
GWWM
3729
Great Waters Wealth Management
Minnesota
$639K +$676 +1 +0.1%
QHA
3730
Quarry Hill Advisors
Minnesota
$638K – – –
PSP
3731
Pacific Sage Partners
Washington
$637K +$68.9K +102 +12%
TC
3732
Truvestments Capital
Florida
$637K +$8.11K +12 +1%
LAM
3733
L2 Asset Management
Massachusetts
$636K – – –
FC
3734
Fulcrum Capital
Washington
$634K – – –
HFG
3735
Harborfront Financial Group
Michigan
$634K +$629K +930 New
ACM
3736
Altrius Capital Management
North Carolina
$634K -$12.8K -19 -2%
SPWM
3737
Straight Path Wealth Management
Michigan
$634K +$231K +342 +58%
UIM
3738
Unified Investment Management
Georgia
$633K -$6.76K -10 -1%
FA
3739
FC Advisory
Pennsylvania
$633K -$140K -207 -18%
TIA
3740
Tandem Investment Advisors
South Carolina
$633K +$627K +928 New
AL
3741
ADE LLC
Maryland
$632K -$6.76K -10 -1%
ATI
3742
ARK & TLK Investments
Oklahoma
$631K -$22.3K -33 -3%
AIA
3743
AIMZ Investment Advisors
California
$631K +$676 +1 +0.1%
ABWM
3744
Alpine Bank Wealth Management
Colorado
$631K -$3.38K -5 -0.5%
LFP
3745
Lakeshore Financial Planning
Michigan
$630K +$20.3K +30 +3%
FWA
3746
Fidelis Wealth Advisors
Colorado
$629K +$624K +923 New
CHWM
3747
Cauble & Harre Wealth Management
Missouri
$629K +$622K +920 New
FA
3748
FF Advisors
California
$629K – – –
PIFP
3749
Partners in Financial Planning
Virginia
$628K +$1.35K +2 +0.2%
LW
3750
Lauer Wealth
Indiana
$627K -$11.5K -17 -2%
148 149
150
151 152