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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
KG
4076
Kilter Group
New York
$393K – – –
GI
4077
GLOBALT Investments
Georgia
$392K -$20.3K -30 -5%
KFSN
4078
Keystone Financial Services (Nebraska)
Nebraska
$391K -$76.4K -113 -16%
FWM
4079
Forteris Wealth Management
New York
$391K +$387K +573 New
BCM
4080
Blume Capital Management
California
$390K – – –
SM
4081
Sweeney & Michel
California
$388K -$5.41K -8 -1%
OAG
4082
Oakmont Advisory Group
New Mexico
$388K +$384K +568 New
WMS
4083
Wealth Management Strategies
Pennsylvania
$386K +$1.35K +2 +0.4%
DI
4084
Diligent Investors
California
$384K -$41.2K -61 -10%
EFG
4085
Elm3 Financial Group
Georgia
$384K -$126K -187 -25%
HSWS
4086
Higgins & Schmidt Wealth Strategies
Colorado
$383K -$86.5K -128 -19%
RMC
4087
Ring Mountain Capital
California
$383K -$67.6K -100 -15%
FCFC
4088
First Citizens Financial Corp
Iowa
$381K – – –
KB
4089
Kimelman & Baird
New York
$380K – – –
CMA
4090
Cedar Mountain Advisors
Oregon
$379K +$676 +1 +0.2%
ECA
4091
Elevated Capital Advisors
Utah
$378K – – –
IWP
4092
IAG Wealth Partners
Wisconsin
$378K – – –
LA
4093
Lynch & Associates
Indiana
$377K – – –
BOS
4094
Bank of Stockton
California
$376K -$1.03M -1,530 -73%
YWM
4095
Yukon Wealth Management
Kansas
$376K -$201K -297 -35%
V
4096
ViaWealth
Kansas
$375K -$8.11K -12 -2%
AA
4097
AF Advisors
California
$375K – – –
TF
4098
TME Financial
California
$375K +$67.6K +100 +22%
BC
4099
Brio Consultants
California
$374K – – –
AWA
4100
Aquire Wealth Advisors
Utah
$374K +$8.79K +13 +2%
162 163
164
165 166