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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
B
3951
BetterWealth
California
$263K +$572 +1 +0.2%
OFP
3952
OLIO Financial Planning
Virginia
$263K – – –
PC
3953
Pecaut & Co
Iowa
$263K -$28.6K -50 -11%
IJWM
3954
Inman Jager Wealth Management
Mississippi
$263K – – –
SWG
3955
Summit Wealth Group
Vermont
$262K +$242K +424 New
ACM
3956
Arcataur Capital Management
Wisconsin
$262K – – –
BIA
3957
Biondo Investment Advisors
Pennsylvania
$261K – – –
VR
3958
Valued Retirements
Texas
$261K +$241K +422 New
AFC
3959
Adaptive Financial Consulting
Ohio
$260K – – –
TNB
3960
Thomasville National Bank
Georgia
$260K -$373K -652 -61%
BC
3961
Barnett & Company
Tennessee
$259K – – –
MCM
3962
McRae Capital Management
New Jersey
$259K – – –
KCM
3963
Kaye Capital Management
California
$259K -$177K -309 -42%
AA
3964
Altman Advisors
Illinois
$259K -$572 -1 -0.2%
M1FG
3965
Mach-1 Financial Group
Arkansas
$259K -$2.19M -3,829 -90%
SA
3966
Skyline Advisors
Washington
$258K – – –
NED
3967
Nancy E. Dempze
$258K -$149K -260 -38%
CSI
3968
Cross Staff Investments
New York
$258K +$239K +418 New
TCOK
3969
Trust Company of Kansas
Kansas
$258K – – –
LWM
3970
LongView Wealth Management
Georgia
$258K +$238K +417 New
QFA
3971
Quattro Financial Advisors
Texas
$258K -$6.21M -10,859 -96%
FPW
3972
Flywheel Private Wealth
California
$258K – – –
DMIC
3973
Dixon Mitchell Investment Counsel
British Columbia, Canada
$257K -$22.9K -40 -9%
ILI
3974
Invesco LLC (Illinois)
Illinois
$256K +$237K +415 New
KHC
3975
Koesten Hirschmann & Crabtree
Kansas
$255K +$51.4K +90 +28%
157 158
159
160 161