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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
4051
RMR Capital Management
California
$230K +$641 +1 +0.3%
LAIC
4052
Lederer & Associates Investment Counsel
California
$230K +$222K +346 New
PFC
4053
Phocas Financial Corp
California
$230K – – –
GAG
4054
Goodman Advisory Group
Massachusetts
$229K +$70.5K +110 +47%
PWM
4055
Puff Wealth Management
New Jersey
$228K -$13.5K -21 -6%
MFG
4056
MTM Financial Group
Pennsylvania
$228K – – –
CAG
4057
Compass Advisory Group
New York
$228K +$219K +341 New
BAWC
4058
Boyce & Associates Wealth Consulting
Texas
$227K +$641 +1 +0.3%
PIA
4059
Panoramic Investment Advisors
Colorado
$227K -$16.7K -26 -7%
WF
4060
Wayfinding Financial
Washington
$227K – – –
EWA
4061
ERTS Wealth Advisors
Michigan
$227K +$641 +1 +0.3%
OWA
4062
One Wealth Advisors
California
$227K – – –
EPP
4063
ETF Portfolio Partners
Kansas
$227K +$218K +340 New
KFP
4064
Keener Financial Planning
Texas
$226K -$36.5K -57 -14%
FNWA
4065
Financial Network Wealth Advisors
Utah
$225K +$78.2K +122 +56%
FFM
4066
Flagstone Financial Management
Nebraska
$225K – – –
SFA
4067
Spectrum Financial Alliance
Kentucky
$225K +$14.1K +22 +7%
PWA
4068
Principia Wealth Advisory
Texas
$225K – – –
HIM
4069
Harbour Investment Management
Washington
$224K – – –
BWM
4070
Buska Wealth Management
Wisconsin
$224K – – –
LWA
4071
Lantern Wealth Advisors
New York
$224K +$30.7M +47,963 +1,260%
GA
4072
Greenspring Advisors
Maryland
$223K +$215K +335 New
FNBTCON
4073
First National Bank & Trust Co of Newtown
Pennsylvania
$223K – – –
DHC
4074
Drum Hill Capital
Connecticut
$223K – – –
OAJ
4075
Ogorek Anthony Joseph
New York
$222K -$14.1K -22 -6%
161 162
163
164 165