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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PM
4076
Phraction Management
Connecticut
$210K -$82.5K -140 -28%
AWM
4077
Avitas Wealth Management
California
$210K +$212K +359 New
LEFP
4078
Leading Edge Financial Planning
Tennessee
$210K -$19.4K -33 -8%
FCG
4079
Financial Connections Group
California
$209K – – –
PAM
4080
Pacific Asset Management
Washington
$208K +$210K +356 New
PWMG
4081
Private Wealth Management Group
New Jersey
$208K – – –
IA
4082
Inspire Advisors
Idaho
$207K +$209K +354 New
DIA
4083
Davidson Investment Advisors
Montana
$207K – – –
HCA
4084
Hyperion Capital Advisors
New York
$206K – – –
GPW
4085
Genesis Private Wealth
Virginia
$206K +$207K +352 New
HFS
4086
HBC Financial Services
Washington
$206K – – –
GG
4087
Gleason Group
Kentucky
$205K +$589 +1 +0.3%
KIA
4088
Kraematon Investment Advisors
Massachusetts
$205K +$589 +1 +0.3%
VR
4089
Valued Retirements
Texas
$205K – – –
GCM
4090
Gibraltar Capital Management
Oklahoma
$204K +$205K +348 New
SAM
4091
Satovsky Asset Management
New York
$204K +$204K +347 New
IPW
4092
Inlet Private Wealth
Florida
$203K +$204K +347 New
GWM
4093
GDS Wealth Management
Texas
$203K +$204K +346 New
EFP
4094
Envision Financial Planning
Tennessee
$202K +$203K +345 New
PFC
4095
Phocas Financial Corp
California
$202K +$203K +345 New
AIA
4096
Affinity Investment Advisors
California
$202K +$203K +344 New
EIA
4097
Edgemoor Investment Advisors
Maryland
$201K +$201K +342 New
OF
4098
Outfitter Financial
Maine
$200K +$201K +342 New
MFG
4099
MTM Financial Group
Pennsylvania
$200K +$201K +342 New
KFP
4100
Keener Financial Planning
Texas
$199K – – –
162 163
164
165 166