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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SNBOSCI
4101
Security National Bank of Sioux City Iowa
Iowa
$345K – – –
HIMS
4102
Hager Investment Management Services
New Hampshire
$343K – – –
SPAS
4103
Spectrum Planning & Advisory Services
California
$343K +$680 +1 +0.2%
LAMC
4104
Longview Asset Management (California)
California
$343K – – –
SPM
4105
Summit Portfolio Management
Nevada
$342K +$358K +526 New
LAA
4106
Liberty Atlantic Advisors
Texas
$342K +$129K +189 +56%
FIT
4107
Financially in Tune
Massachusetts
$341K +$8.84K +13 +3%
FF
4108
Foundry Financial
California
$341K -$436K -642 -55%
VIP
4109
Vantage Investment Partners
Missouri
$341K – – –
EFG
4110
Elm3 Financial Group
Georgia
$340K -$27.2K -40 -7%
TW
4111
Trajan Wealth
Arizona
$339K -$63.9K -94 -15%
TF
4112
Tenon Financial
New Jersey
$339K +$680 +1 +0.2%
LFIA
4113
Legacy Financial Independent Advisors
Kentucky
$337K +$352K +518 New
ODFS
4114
O'Donnell Financial Services
California
$336K – – –
LWMI
4115
Legacy Wealth Management (Idaho)
Idaho
$336K +$115K +169 +49%
MCP
4116
Martin Capital Partners
Oregon
$335K +$350K +515 New
CBOR
4117
Community Bank of Raymore
Missouri
$335K – – –
WWA
4118
Wisconsin Wealth Advisors
Wisconsin
$335K +$6.8K +10 +2%
PBF
4119
Petix & Botte Financial
California
$334K -$175K -257 -50%
HAIM
4120
Hunter Associates Investment Management
Pennsylvania
$334K – – –
CPA
4121
Cathy Pareto & Associates
Florida
$333K +$10.9K +16 +3%
TS
4122
Tamar Securities
California
$333K -$2.72K -4 -0.8%
PWM
4123
Platt Wealth Management
California
$332K – – –
CWP
4124
Corepath Wealth Partners
Arizona
$332K +$1.36K +2 +0.4%
ALC
4125
Alexander Labrunerie & Co
Missouri
$332K +$30.6K +45 +10%
163 164
165
166 167