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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
V
3801
ViaWealth
Kansas
$314K +$42.3K +72 +15%
WMS
3802
Wealth Management Strategies
Pennsylvania
$314K +$1.18K +2 +0.4%
FWMP
3803
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$313K – – –
KB
3804
Kimelman & Baird
New York
$312K -$24.7K -42 -7%
ODFS
3805
O'Donnell Financial Services
California
$311K +$327K +556 New
RMC
3806
Ring Mountain Capital
California
$310K -$6.47K -11 -2%
LA
3807
Lynch & Associates
Indiana
$309K – – –
OFA
3808
Oak Family Advisors
Illinois
$309K +$17.6K +30 +6%
SF
3809
Symphony Financial
Texas
$309K -$7.93M -13,488 -96%
HIMS
3810
Hager Investment Management Services
New Hampshire
$309K -$333K -567 -51%
KL
3811
KilterHowling LLC
Colorado
$308K -$12.9K -22 -4%
AA
3812
AF Advisors
California
$308K – – –
AWMNH
3813
Arcadia Wealth Management (New Hampshire)
New Hampshire
$307K +$97.6K +166 +43%
CCMINC
3814
Cardinal Capital Management Inc (North Carolina)
North Carolina
$307K -$25.3K -43 -7%
TWP
3815
Total Wealth Planning
Ohio
$307K -$14.1K -24 -4%
LODC
3816
Lanham O'Dell & Company
West Virginia
$306K -$22.6M -38,520 -99%
PCM
3817
Poehling Capital Management
Wisconsin
$306K – – –
UWP
3818
Uniting Wealth Partners
Kansas
$306K +$322K +547 New
FZCM
3819
Flynn Zito Capital Management
New York
$305K +$12.9K +22 +4%
UBG
3820
United Bank (Georgia)
Georgia
$305K +$10.6K +18 +3%
CC
3821
Commons Capital
Massachusetts
$305K +$51.7K +88 +19%
VF
3822
Vista Finance
Missouri
$303K -$588 -1 -0.2%
SI
3823
Stonekeep Investments
New Mexico
$303K – – –
SCA
3824
Sulzberger Capital Advisors
Florida
$303K -$550K -936 -63%
UPS
3825
UHLMANN PRICE SECURITIES
Illinois
$303K -$38.8K -66 -11%
151 152
153
154 155