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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CBOR
3851
Community Bank of Raymore
Missouri
$343K – – –
VIP
3852
Vantage Investment Partners
Missouri
$343K – – –
PD
3853
Planning Directions
Pennsylvania
$342K – – –
HWA
3854
Heritage Wealth Architects
Minnesota
$341K +$104K +162 +46%
MSF
3855
Mustard Seed Financial
Arkansas
$341K +$4.49K +7 +1%
FAI
3856
Fiduciary Advisors Inc
Missouri
$341K +$11.5K +18 +4%
ERWM
3857
Elk River Wealth Management
Colorado
$340K +$326K +509 New
BBL
3858
Beck Bode LLC
Massachusetts
$339K -$65.4K -102 -17%
JSA
3859
Jim Saulnier & Associates
Colorado
$338K +$326K +508 New
LP
3860
LMR Partners
United Kingdom
$337K -$33.9M -52,824 -99%
TDC
3861
Thompson Davis & Co
Virginia
$337K -$7.69K -12 -2%
PRTG
3862
Post Resch Tallon Group
New York
$337K +$641 +1 +0.2%
LCM
3863
Logan Capital Management
Pennsylvania
$337K +$216K +337 +199%
WWA
3864
Wisconsin Wealth Advisors
Wisconsin
$336K – – –
SS
3865
Sound Stewardship
Kansas
$336K -$16K -25 -5%
KIM
3866
Kestra Investment Management
Texas
$336K -$64.1K -100 -17%
CCM
3867
Cutler Capital Management
Massachusetts
$334K -$1.28K -2 -0.4%
SWIM
3868
Smallwood Wealth Investment Management
New Jersey
$334K +$179K +280 +127%
FWWM
3869
Fiscal Wisdom Wealth Management
Connecticut
$333K +$320K +499 New
BI
3870
Bramshill Investments
Florida
$330K – – –
HAIM
3871
Hunter Associates Investment Management
Pennsylvania
$330K +$317K +494 New
DIP
3872
Davis Investment Partners
North Carolina
$329K +$64.1K +100 +25%
AA
3873
Argent Advisors
Louisiana
$329K -$119K -186 -27%
MWML
3874
M Wealth Management LLC
California
$328K +$35.9K +56 +13%
AWA
3875
Adapt Wealth Advisors
Georgia
$328K +$79.5K +124 +34%
153 154
155
156 157