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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
4226
Mendel Capital Management
Arkansas
$334K +$725 +1 +0.2%
CCM
4227
Cutler Capital Management
Massachusetts
$334K -$23.9K -33 -7%
FFA
4228
Fi3 Financial Advisors
Indiana
$334K -$16.2M -22,345 -86%
GBFP
4229
Golden Bell Financial Planning
Georgia
$334K -$725 -1 -0.2%
KRW
4230
Kaufman Rossin Wealth
Florida
$334K +$18.1K +25 +6%
E
4231
Entelevest
Florida
$333K +$1.45K +2 +0.4%
PCMM
4232
Piedmont Capital Management (Montana)
Montana
$333K – – –
LFIA
4233
Legacy Financial Independent Advisors
Kentucky
$332K -$52.9K -73 -14%
TI
4234
tru Independence
Oregon
$332K -$24.6K -34 -7%
LWM
4235
Langley Wealth Management
Mississippi
$332K +$322K +444 New
ISFAN
4236
Investor's Fiduciary Advisor Network
Washington
$330K -$658K -908 -67%
CWM
4237
CarsonAllaria Wealth Management
Illinois
$330K +$2.9K +4 +0.9%
JTWM
4238
Jackson Thornton Wealth Management
Alabama
$329K – – –
AWA
4239
Adapt Wealth Advisors
Georgia
$329K +$29K +40 +10%
PFA
4240
Petra Financial Advisors
Colorado
$329K – – –
TDC
4241
Thompson Davis & Co
Virginia
$329K – – –
NME
4242
Notis-McConarty Edward
$328K +$14.5K +20 +5%
WA
4243
Whipplewood Advisors
Colorado
$326K -$1.45K -2 -0.5%
HFA
4244
Highland Financial Advisors
New Jersey
$326K +$317K +437 New
CNBT
4245
Cornerstone National Bank & Trust
Illinois
$326K +$47.1K +65 +17%
APW
4246
Allied Private Wealth
Florida
$325K +$315K +435 New
MFC
4247
Mechanics Financial Corp
Ohio
$325K -$22.5K -31 -7%
LF
4248
Lighthouse Financial
Florida
$325K – – –
WT
4249
WHI Trust
Illinois
$325K – – –
SC
4250
Schulhoff & Co
Ohio
$325K -$10.9K -15 -3%
168 169
170
171 172