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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SFCL
3801
Strengthening Families & Communities LLC
Massachusetts
$352K -$2.86K -5 -0.9%
WLPWM
3802
Walled Lake Planning & Wealth Management
Illinois
$351K – – –
SFS
3803
Shaker Financial Services
Virginia
$351K -$2.54M -4,442 -89%
PWC
3804
PYA Waltman Capital
Tennessee
$349K +$17.1K +30 +6%
BC
3805
Bulwark Capital
Florida
$349K +$323K +565 New
MWM
3806
Mindset Wealth Management
Indiana
$348K -$4.57K -8 -1%
SIA
3807
Summit Investment Advisors
Maryland
$348K +$28.6K +50 +10%
WMS
3808
Wealth Management Strategies
Pennsylvania
$348K +$1.14K +2 +0.4%
V
3809
ViaWealth
Kansas
$347K +$572 +1 +0.2%
MCM
3810
Mill Capital Management
North Carolina
$347K +$33.7K +59 +12%
FCFC
3811
First Citizens Financial Corp
Iowa
$345K +$10.9K +19 +4%
KB
3812
Kimelman & Baird
New York
$344K – – –
NCM
3813
New Capital Management
Texas
$343K +$318K +556 New
CCMINC
3814
Cardinal Capital Management Inc (North Carolina)
North Carolina
$343K +$3.43K +6 +1%
AA
3815
AF Advisors
California
$340K – – –
SCI
3816
Stableford Capital II
Arizona
$340K +$305K +533 New
CF
3817
Cantor Fitzgerald
New York
$339K -$1.21M -2,118 -79%
HWA
3818
Hilltop Wealth Advisors
North Carolina
$338K +$85.7K +150 +38%
KCM
3819
Kathmere Capital Management
Pennsylvania
$338K -$1.53M -2,673 -83%
RB
3820
Renasant Bank
Mississippi
$337K -$10.9K -19 -3%
UBG
3821
United Bank (Georgia)
Georgia
$337K – – –
KL
3822
KilterHowling LLC
Colorado
$337K – – –
CSIA
3823
Conrad Siegel Investment Advisors
Pennsylvania
$337K -$13.1K -23 -4%
CMS
3824
Capital Market Strategies
Florida
$335K +$310K +543 New
SRL
3825
Scientech Research LLC
New Jersey
$335K -$1.78M -3,114 -85%
151 152
153
154 155