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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
4076
Koa Wealth Management
California
$398K -$58.1K -86 -13%
PEWA
4077
Pacific Excel Wealth Advisors
California
$397K +$393K +582 New
BCM
4078
Bayesian Capital Management
New York
$396K -$2.11M -3,120 -84%
SCA
4079
Stillwater Capital Advisors
Pennsylvania
$395K +$27.7K +41 +8%
GPW
4080
Gentry Private Wealth
Kansas
$394K -$119K -176 -23%
ASW
4081
Astoria Strategic Wealth
Texas
$394K – – –
WFS
4082
Walker Financial Services
Kentucky
$394K -$10.8K -16 -3%
PA
4083
Probity Advisors
Texas
$393K -$127K -188 -25%
BA
4084
Ballew Advisors
Mississippi
$393K – – –
KG
4085
Kilter Group
New York
$393K – – –
GI
4086
GLOBALT Investments
Georgia
$392K -$20.3K -30 -5%
KFSN
4087
Keystone Financial Services (Nebraska)
Nebraska
$391K -$76.4K -113 -16%
FWM
4088
Forteris Wealth Management
New York
$391K +$387K +573 New
BCM
4089
Blume Capital Management
California
$390K – – –
SM
4090
Sweeney & Michel
California
$388K -$5.41K -8 -1%
OAG
4091
Oakmont Advisory Group
New Mexico
$388K +$384K +568 New
WMS
4092
Wealth Management Strategies
Pennsylvania
$386K +$1.35K +2 +0.4%
DI
4093
Diligent Investors
California
$384K -$41.2K -61 -10%
EFG
4094
Elm3 Financial Group
Georgia
$384K -$126K -187 -25%
HSWS
4095
Higgins & Schmidt Wealth Strategies
Colorado
$383K -$86.5K -128 -19%
RMC
4096
Ring Mountain Capital
California
$383K -$67.6K -100 -15%
FCFC
4097
First Citizens Financial Corp
Iowa
$381K – – –
KB
4098
Kimelman & Baird
New York
$380K – – –
CMA
4099
Cedar Mountain Advisors
Oregon
$379K +$676 +1 +0.2%
ECA
4100
Elevated Capital Advisors
Utah
$378K – – –
162 163
164
165 166