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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
NAMM
3826
NorthStar Asset Management (Massachusetts)
Massachusetts
$352K – – –
PFA
3827
Petra Financial Advisors
Colorado
$352K +$15.4K +24 +5%
TW
3828
Trajan Wealth
Arizona
$352K +$338K +528 New
HIMS
3829
Hager Investment Management Services
New Hampshire
$352K – – –
LAMC
3830
Longview Asset Management (California)
California
$351K – – –
FSG
3831
Financial Strategies Group
Michigan
$351K – – –
UBG
3832
United Bank (Georgia)
Georgia
$350K -$13.5K -21 -4%
BCM
3833
Barometer Capital Management
Ontario, Canada
$350K +$32.1K +50 +11%
BHA
3834
Beech Hill Advisors
New York
$348K -$6.41K -10 -2%
MFC
3835
Mechanics Financial Corp
Ohio
$347K – – –
FFWM
3836
Future Financial Wealth Management
Ohio
$346K – – –
KW
3837
KWB Wealth
California
$346K -$60.9K -95 -15%
SCA
3838
Southern Capital Advisors
Tennessee
$346K +$641 +1 +0.2%
BMCM
3839
Burns Matteson Capital Management
New York
$346K -$1.28K -2 -0.4%
LFA
3840
Lauterbach Financial Advisors
Texas
$346K +$43.6K +68 +15%
PA
3841
PSI Advisors
Florida
$345K – – –
TS
3842
Tamar Securities
California
$344K +$30.8K +48 +10%
ODFS
3843
O'Donnell Financial Services
California
$344K +$331K +517 New
RCM
3844
Richardson Capital Management
Wisconsin
$343K -$41.7K -65 -11%
WAM
3845
Worth Asset Management
Texas
$343K -$168K -262 -34%
CBOR
3846
Community Bank of Raymore
Missouri
$343K – – –
VIP
3847
Vantage Investment Partners
Missouri
$343K – – –
PD
3848
Planning Directions
Pennsylvania
$342K – – –
HWA
3849
Heritage Wealth Architects
Minnesota
$341K +$104K +162 +46%
MSF
3850
Mustard Seed Financial
Arkansas
$341K +$4.49K +7 +1%
152 153
154
155 156