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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
4101
IAG Wealth Partners
Wisconsin
$378K – – –
LA
4102
Lynch & Associates
Indiana
$377K – – –
BOS
4103
Bank of Stockton
California
$376K -$1.03M -1,530 -73%
YWM
4104
Yukon Wealth Management
Kansas
$376K -$201K -297 -35%
V
4105
ViaWealth
Kansas
$375K -$8.11K -12 -2%
AA
4106
AF Advisors
California
$375K – – –
TF
4107
TME Financial
California
$375K +$67.6K +100 +22%
BC
4108
Brio Consultants
California
$374K – – –
AWA
4109
Aquire Wealth Advisors
Utah
$374K +$8.79K +13 +2%
PCM
4110
Poehling Capital Management
Wisconsin
$373K -$23.7K -35 -6%
ACM
4111
Aster Capital Management
United Arab Emirates
$373K +$320K +473 +639%
CSIA
4112
Conrad Siegel Investment Advisors
Pennsylvania
$372K – – –
FF
4113
Frankly Finances
Florida
$372K +$368K +545 New
EMC
4114
Everest Management Corp
California
$371K -$18.2K -27 -5%
AFP
4115
ATX Financial Planning
Texas
$371K +$368K +544 New
PGWA
4116
Plus Group Wealth Advisors
Wisconsin
$371K +$368K +544 New
CCMINC
4117
Cardinal Capital Management Inc (North Carolina)
North Carolina
$371K -$676 -1 -0.2%
GJIA
4118
Glass Jacobson Investment Advisors
Maryland
$369K +$676 +1 +0.2%
HIF
4119
Hill Island Financial
Michigan
$369K -$10.8K -16 -3%
VIA
4120
Vickerman Investment Advisors
Washington
$369K -$60.8K -90 -14%
HWA
4121
Hilltop Wealth Advisors
North Carolina
$368K – – –
TFO
4122
Tarbox Family Office
California
$368K -$157K -232 -30%
STAS
4123
Strong Tower Advisory Services
Minnesota
$367K +$676 +1 +0.2%
PL
4124
PeakShares LLC
Florida
$367K +$364K +538 New
KFS
4125
Kurt F. Somerville
$366K – – –
163 164
165
166 167