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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
KOMWMG
3901
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$304K -$217K -339 -43%
WC
3902
Westhampton Capital
North Carolina
$303K – – –
SLG
3903
Stanley-Laman Group
Pennsylvania
$301K – – –
SWM
3904
Shepherd Wealth Management
Ohio
$301K – – –
QFPS
3905
Quantum Financial Planning Services
Washington
$301K -$16K -25 -5%
CFGW
3906
Chancellor Financial Group WB
Pennsylvania
$300K +$43.6K +68 +18%
CNWM
3907
Clay Northam Wealth Management
California
$300K – – –
TF
3908
TME Financial
California
$300K +$641 +1 +0.2%
RAM
3909
Ramirez Asset Management
New York
$300K – – –
SC
3910
Schulhoff & Co
Ohio
$300K – – –
GBFP
3911
Golden Bell Financial Planning
Georgia
$298K – – –
BI
3912
Beckerman Institutional
New Jersey
$298K +$3.21K +5 +1%
WFP
3913
Wrenne Financial Planning
Kentucky
$298K +$11.5K +18 +4%
PCMM
3914
Piedmont Capital Management (Montana)
Montana
$297K -$36.5K -57 -11%
DC
3915
Dorval Corp
Minnesota
$296K +$641 +1 +0.2%
JTWM
3916
Jackson Thornton Wealth Management
Alabama
$296K – – –
UPS
3917
UHLMANN PRICE SECURITIES
Illinois
$296K -$8.97K -14 -3%
BBP
3918
Banco BTG Pactual
Brazil
$296K – – –
BMA
3919
Brooks Moore & Associates
Tennessee
$295K +$84K +131 +7%
SFG
3920
Sunburst Financial Group
Alabama
$294K +$641 +1 +0.2%
CS
3921
Crescent Sterling
Louisiana
$293K +$282K +440 New
PS
3922
Portfolio Strategies
New York
$291K +$31.4K +49 +13%
HFO
3923
Heritage Family Offices
Arizona
$290K +$12.8K +20 +5%
RA
3924
Riversedge Advisors
Delaware
$289K +$641 +1 +0.2%
NRWA
3925
North Ridge Wealth Advisors
Oregon
$288K +$162K +253 +141%
155 156
157
158 159