SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FCFC
4051
First Citizens Financial Corp
Iowa
$372K +$9.52K +14 +3%
KFS
4052
Kurt F. Somerville
$372K +$24.5K +36 +7%
RWM
4053
RBA Wealth Management
California
$371K -$3.36M -4,936 -90%
BIMC
4054
Benson Investment Management Company
Virginia
$370K -$97.2K -143 -20%
TWML
4055
Todd Wealth Management, LLC
Florida
$370K +$387K +569 New
WMS
4056
Wealth Management Strategies
Pennsylvania
$369K +$680 +1 +0.2%
FSG
4057
Financial Strategies Group
Michigan
$367K – – –
CS
4058
Crescent Sterling
Louisiana
$366K +$51K +75 +15%
CWRP
4059
Cassady Wealth & Retirement Planning
Nevada
$365K – – –
FFWM
4060
Future Financial Wealth Management
Ohio
$364K – – –
CA
4061
CWC Advisors
Oregon
$364K -$460K -677 -55%
KW
4062
KWB Wealth
California
$363K – – –
PA
4063
PSI Advisors
Florida
$363K +$27.2K +40 +8%
AWA
4064
Aquire Wealth Advisors
Utah
$362K +$5.44K +8 +1%
FW
4065
Fairway Wealth
Ohio
$362K +$378K +556 New
GFA
4066
Gallagher Fiduciary Advisors
Illinois
$360K -$14.1M -20,795 -97%
IWP
4067
IAG Wealth Partners
Wisconsin
$360K – – –
RMC
4068
Ring Mountain Capital
California
$360K – – –
MSF
4069
Mustard Seed Financial
Arkansas
$360K +$25.2K +37 +7%
LA
4070
Lynch & Associates
Indiana
$360K – – –
4A
4071
4Wealth Advisors
Illinois
$359K +$32.6K +48 +9%
WFA
4072
WMG Financial Advisors
Tennessee
$359K -$1.16M -1,699 -75%
CIP
4073
Cornerstone Investment Partners
Georgia
$359K -$3.39M -4,992 -90%
BOS
4074
Bank of Stockton
California
$359K – – –
VWM
4075
Vertrix Wealth Management
Michigan
$359K +$375K +552 New
161 162
163
164 165