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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
3826
Kurt F. Somerville
$357K +$29.5K +46 +9%
AWA
3827
Aquire Wealth Advisors
Utah
$356K – – –
PWC
3828
PYA Waltman Capital
Tennessee
$356K -$19.2K -30 -5%
DEM
3829
Disciplined Equity Management
Florida
$354K – – –
SNBOSCI
3830
Security National Bank of Sioux City Iowa
Iowa
$353K – – –
NAMM
3831
NorthStar Asset Management (Massachusetts)
Massachusetts
$352K – – –
PFA
3832
Petra Financial Advisors
Colorado
$352K +$15.4K +24 +5%
TW
3833
Trajan Wealth
Arizona
$352K +$338K +528 New
HIMS
3834
Hager Investment Management Services
New Hampshire
$352K – – –
LAMC
3835
Longview Asset Management (California)
California
$351K – – –
FSG
3836
Financial Strategies Group
Michigan
$351K – – –
UBG
3837
United Bank (Georgia)
Georgia
$350K -$13.5K -21 -4%
BCM
3838
Barometer Capital Management
Ontario, Canada
$350K +$32.1K +50 +11%
BHA
3839
Beech Hill Advisors
New York
$348K -$6.41K -10 -2%
MFC
3840
Mechanics Financial Corp
Ohio
$347K – – –
FFWM
3841
Future Financial Wealth Management
Ohio
$346K – – –
KW
3842
KWB Wealth
California
$346K -$60.9K -95 -15%
SCA
3843
Southern Capital Advisors
Tennessee
$346K +$641 +1 +0.2%
BMCM
3844
Burns Matteson Capital Management
New York
$346K -$1.28K -2 -0.4%
LFA
3845
Lauterbach Financial Advisors
Texas
$346K +$43.6K +68 +15%
PA
3846
PSI Advisors
Florida
$345K – – –
TS
3847
Tamar Securities
California
$344K +$30.8K +48 +10%
ODFS
3848
O'Donnell Financial Services
California
$344K +$331K +517 New
RCM
3849
Richardson Capital Management
Wisconsin
$343K -$41.7K -65 -11%
WAM
3850
Worth Asset Management
Texas
$343K -$168K -262 -34%
152 153
154
155 156