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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
4251
PMG Wealth Management
Illinois
$314K +$42K +58 +16%
TCOK
4252
Trust Company of Kansas
Kansas
$312K – – –
CMP
4253
Coston McIsaac & Partners
Maine
$312K +$39.9K +55 +15%
HIM
4254
Harbour Investment Management
Washington
$312K – – –
BHWM
4255
Bellars Harris Wealth Management
Virginia
$311K +$302K +417 New
RYA
4256
Richard Young Associates
Georgia
$311K +$302K +417 New
IJWM
4257
Inman Jager Wealth Management
Mississippi
$309K – – –
EWM
4258
Elevation Wealth Management
Minnesota
$309K -$8.7K -12 -3%
GG
4259
Gleason Group
Kentucky
$309K +$725 +1 +0.2%
VDC
4260
Van Diest Capital
Iowa
$309K -$24.6K -34 -8%
NFA
4261
Northwest Financial Advisors
Virginia
$309K +$725 +1 +0.2%
MAM
4262
Mystic Asset Management
Rhode Island
$308K – – –
PP
4263
PFS Partners
New Jersey
$308K – – –
SA
4264
Skyline Advisors
Washington
$308K -$23.9K -33 -7%
BWAM
4265
Blue Water Asset Management
Michigan
$307K +$725 +1 +0.2%
6SA
4266
6th Street Advisors
Alabama
$307K – – –
PAM
4267
Prodigy Asset Management
Nebraska
$307K – – –
GFA
4268
Godfrey Financial Associates
New York
$306K – – –
PPA
4269
Pacific Point Advisors
California
$305K -$134K -185 -31%
PEWA
4270
Pacific Excel Wealth Advisors
California
$304K -$231K -318 -44%
HFO
4271
Heritage Family Offices
Arizona
$304K -$12.3K -17 -4%
CAG
4272
Carroll Advisory Group
Texas
$303K – – –
DDC
4273
DF Dent & Co
Maryland
$303K – – –
LS
4274
Leelyn Smith
Illinois
$303K – – –
LWP
4275
LFG Wealth Partners
Kentucky
$303K +$294K +406 New
169 170
171
172 173