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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
4101
Tenon Financial
New Jersey
$339K +$680 +1 +0.2%
LFIA
4102
Legacy Financial Independent Advisors
Kentucky
$337K +$352K +518 New
ODFS
4103
O'Donnell Financial Services
California
$336K – – –
LWMI
4104
Legacy Wealth Management (Idaho)
Idaho
$336K +$115K +169 +49%
MCP
4105
Martin Capital Partners
Oregon
$335K +$350K +515 New
CBOR
4106
Community Bank of Raymore
Missouri
$335K – – –
WWA
4107
Wisconsin Wealth Advisors
Wisconsin
$335K +$6.8K +10 +2%
PBF
4108
Petix & Botte Financial
California
$334K -$175K -257 -50%
HAIM
4109
Hunter Associates Investment Management
Pennsylvania
$334K – – –
CPA
4110
Cathy Pareto & Associates
Florida
$333K +$10.9K +16 +3%
TS
4111
Tamar Securities
California
$333K -$2.72K -4 -0.8%
PWM
4112
Platt Wealth Management
California
$332K – – –
CWP
4113
Corepath Wealth Partners
Arizona
$332K +$1.36K +2 +0.4%
ALC
4114
Alexander Labrunerie & Co
Missouri
$332K +$30.6K +45 +10%
PI
4115
Pachira Investments
California
$331K -$2.72K -4 -0.8%
TF
4116
TME Financial
California
$330K -$28.6K -42 -8%
MQWP
4117
Morey & Quinn Wealth Partners
Nebraska
$330K +$19K +28 +6%
ILI
4118
Invesco LLC (Illinois)
Illinois
$330K +$70K +103 +25%
ECA
4119
Elevated Capital Advisors
Utah
$329K -$32.6K -48 -9%
RA
4120
Riversedge Advisors
Delaware
$329K +$48.3K +71 +16%
KWM
4121
Koa Wealth Management
California
$328K -$53K -78 -13%
PWP
4122
Phillips Wealth Planners
Mississippi
$328K -$3.11M -4,570 -91%
JWM
4123
JHP Wealth Management
Colorado
$328K +$1.36K +2 +0.4%
DAC
4124
Dividend Assets Capital
South Carolina
$328K +$343K +504 New
EIA
4125
Edgemoor Investment Advisors
Maryland
$328K – – –
163 164
165
166 167