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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWA
4176
Oak Barrel Wealth Advisory
Virginia
$337K +$335K +495 New
CWA
4177
Continuum Wealth Advisors
New York
$337K +$54.1K +80 +19%
CCM
4178
Cutler Capital Management
Massachusetts
$336K -$6.08K -9 -2%
MWML
4179
M Wealth Management LLC
California
$336K – – –
PRTG
4180
Post Resch Tallon Group
New York
$336K -$9.46K -14 -3%
FAI
4181
Fiduciary Advisors Inc
Missouri
$335K -$14.2K -21 -4%
TI
4182
tru Independence
Oregon
$334K -$44.6K -66 -12%
MAM
4183
Mullooly Asset Management
New Jersey
$334K +$1.35K +2 +0.4%
AFA
4184
AA Financial Advisors
Ohio
$333K +$331K +489 New
CS
4185
Crescent Sterling
Louisiana
$333K +$32.4K +48 +11%
WRM
4186
Weybosset Research & Management
Rhode Island
$333K +$37.9K +56 +13%
EFP
4187
EnRich Financial Partners
Wisconsin
$333K -$120K -178 -27%
CF
4188
Carlson Financial
Oregon
$332K +$329K +487 New
SCI
4189
Stableford Capital II
Arizona
$332K -$2.7K -4 -0.8%
WA
4190
Waystone Advisors
Washington
$331K +$328K +485 New
SCA
4191
Southern Capital Advisors
Tennessee
$330K -$23.7K -35 -7%
WMWM
4192
Whitaker-Myers Wealth Managers
Ohio
$330K +$5.41K +8 +2%
MCM
4193
McRae Capital Management
New Jersey
$328K +$36.5K +54 +13%
RA
4194
Rubicon Advisors
California
$328K +$324K +480 New
CWM
4195
CarsonAllaria Wealth Management
Illinois
$328K -$42.6K -63 -12%
NWA
4196
Northwest Wealth Advisors
Washington
$327K +$324K +480 New
DA
4197
Dougherty & Associates
Florida
$327K +$324K +480 New
MQWP
4198
Morey & Quinn Wealth Partners
Nebraska
$327K -$64.2K -95 -17%
LI
4199
Louisbourg Investments
New Brunswick, Canada
$326K -$113K -167 -26%
BC
4200
Blackhill Capital
New Jersey
$326K – – –
166 167
168
169 170