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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PDM
4026
Penn Davis McFarland
Texas
$379K -$186K -273 -32%
LWA
4027
Lineweaver Wealth Advisors
Ohio
$377K -$204K -300 -34%
MPW
4028
MGO Private Wealth
California
$377K -$6.11M -8,990 -94%
GPW
4029
Gentry Private Wealth
Kansas
$376K – – –
HA
4030
Harfst & Associates
Wyoming
$376K -$6.8K -10 -2%
ASW
4031
Astoria Strategic Wealth
Texas
$376K – – –
PWM
4032
Palacios Wealth Management
Florida
$376K +$356K +523 New
FMB
4033
Field & Main Bank
Kentucky
$375K -$38.1K -56 -9%
PCM
4034
Presidio Capital Management
California
$375K -$9.52K -14 -2%
KG
4035
Kilter Group
New York
$375K – – –
WFS
4036
Walker Financial Services
Kentucky
$374K -$1.36K -2 -0.3%
FFC
4037
First Financial Corp
Indiana
$374K -$532K -783 -58%
GI
4038
GLOBALT Investments
Georgia
$374K – – –
OAG
4039
Oakmont Advisory Group
New Mexico
$372K +$2.72K +4 +0.7%
BCAM
4040
Boston Common Asset Management
Massachusetts
$372K -$913K -1,343 -70%
BCM
4041
Blume Capital Management
California
$372K – – –
FCFC
4042
First Citizens Financial Corp
Iowa
$372K +$9.52K +14 +3%
KFS
4043
Kurt F. Somerville
$372K +$24.5K +36 +7%
RWM
4044
RBA Wealth Management
California
$371K -$3.36M -4,936 -90%
BIMC
4045
Benson Investment Management Company
Virginia
$370K -$97.2K -143 -20%
WMS
4046
Wealth Management Strategies
Pennsylvania
$369K +$680 +1 +0.2%
FSG
4047
Financial Strategies Group
Michigan
$367K – – –
CS
4048
Crescent Sterling
Louisiana
$366K +$51K +75 +15%
CWRP
4049
Cassady Wealth & Retirement Planning
Nevada
$365K – – –
FFWM
4050
Future Financial Wealth Management
Ohio
$364K – – –
160 161
162
163 164