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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMGP
4051
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$233K +$224K +350 New
NFC
4052
Northstar Financial Companies
Pennsylvania
$233K -$13.5K -21 -6%
BA
4053
Bluesphere Advisors
Pennsylvania
$232K +$12.8K +20 +6%
IAG
4054
Innovative Advisory Group
Massachusetts
$232K -$2.56K -4 -1%
VBA
4055
von Borstel & Associates
Oregon
$232K +$219K +341 New
ACM
4056
Avos Capital Management
Washington
$231K +$222K +347 New
LAMNM
4057
Longview Asset Management (New Mexico)
New Mexico
$230K -$112K -175 -34%
RCM
4058
RMR Capital Management
California
$230K +$641 +1 +0.3%
LAIC
4059
Lederer & Associates Investment Counsel
California
$230K +$222K +346 New
PFC
4060
Phocas Financial Corp
California
$230K – – –
GAG
4061
Goodman Advisory Group
Massachusetts
$229K +$70.5K +110 +47%
PWM
4062
Puff Wealth Management
New Jersey
$228K -$13.5K -21 -6%
MFG
4063
MTM Financial Group
Pennsylvania
$228K – – –
CAG
4064
Compass Advisory Group
New York
$228K +$219K +341 New
BAWC
4065
Boyce & Associates Wealth Consulting
Texas
$227K +$641 +1 +0.3%
PIA
4066
Panoramic Investment Advisors
Colorado
$227K -$16.7K -26 -7%
WF
4067
Wayfinding Financial
Washington
$227K – – –
EWA
4068
ERTS Wealth Advisors
Michigan
$227K +$641 +1 +0.3%
OWA
4069
One Wealth Advisors
California
$227K – – –
EPP
4070
ETF Portfolio Partners
Kansas
$227K +$218K +340 New
KFP
4071
Keener Financial Planning
Texas
$226K -$36.5K -57 -14%
FNWA
4072
Financial Network Wealth Advisors
Utah
$225K +$78.2K +122 +56%
FFM
4073
Flagstone Financial Management
Nebraska
$225K – – –
SFA
4074
Spectrum Financial Alliance
Kentucky
$225K +$14.1K +22 +7%
PWA
4075
Principia Wealth Advisory
Texas
$225K – – –
161 162
163
164 165