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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CFC
4226
Client First Capital
California
$325K – – –
LAIC
4227
Lederer & Associates Investment Counsel
California
$324K – – –
PWP
4228
Phillips Wealth Planners
Mississippi
$324K -$7.97K -11 -2%
LFA
4229
Lauterbach Financial Advisors
Texas
$323K -$30.4K -42 -9%
MWML
4230
M Wealth Management LLC
California
$323K -$23.2K -32 -7%
MAM
4231
Mullooly Asset Management
New Jersey
$323K +$725 +1 +0.2%
RJA
4232
Ross\Johnson & Associates
Minnesota
$323K – – –
ERWM
4233
Elk River Wealth Management
Colorado
$322K -$23.2K -32 -7%
CNWM
4234
Clay Northam Wealth Management
California
$322K +$5.8K +8 +2%
PPWM
4235
Premier Private Wealth Management
Florida
$320K +$311K +429 New
WAC
4236
William Allan Corp
Colorado
$320K +$725 +1 +0.2%
TWA
4237
Talisman Wealth Advisors
New Jersey
$319K – – –
MFG
4238
MTM Financial Group
Pennsylvania
$319K – – –
BMWS
4239
Brady Martz Wealth Solutions
North Dakota
$319K +$7.97K +11 +3%
OFP
4240
OLIO Financial Planning
Virginia
$318K – – –
GWAG
4241
Garrett Wealth Advisory Group
Texas
$317K – – –
SGWM
4242
Sterling Group Wealth Management
California
$317K +$18.1K +25 +6%
ACM
4243
Arcataur Capital Management
Wisconsin
$316K – – –
VR
4244
Valued Retirements
Texas
$316K – – –
BIA
4245
Biondo Investment Advisors
Pennsylvania
$316K – – –
FWM
4246
Forteris Wealth Management
New York
$316K – – –
WRCM
4247
Western Reserve Capital Management
Ohio
$316K – – –
AFC
4248
Adaptive Financial Consulting
Ohio
$314K – – –
BC
4249
Barnett & Company
Tennessee
$314K – – –
TSW
4250
Three Seasons Wealth
Utah
$314K – – –
168 169
170
171 172