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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
QFPS
4251
Quantum Financial Planning Services
Washington
$302K -$5.41K -8 -2%
CGFA
4252
Colton Groome Financial Advisors
North Carolina
$300K -$12.8K -19 -4%
KOMWMG
4253
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$299K -$12.2K -18 -4%
GC
4254
GFG Capital
Florida
$298K +$50K +74 +20%
EAM
4255
Everstar Asset Management
North Carolina
$298K +$54.7K +81 +23%
PA
4256
Paragon Advisors
Texas
$298K -$754K -1,115 -72%
HFO
4257
Heritage Family Offices
Arizona
$297K – – –
PNFS
4258
PW Nova Financial Services
Pennsylvania
$297K +$294K +435 New
WT
4259
WHI Trust
Illinois
$297K +$294K +435 New
TW
4260
Titan Wealth
$297K +$294K +435 New
RA
4261
Riversedge Advisors
Delaware
$297K +$676 +1 +0.2%
OIA
4262
Oakmont Investment Advisors
Pennsylvania
$296K +$293K +434 New
RJA
4263
Ross\Johnson & Associates
Minnesota
$295K – – –
MPW
4264
Melone Private Wealth
Michigan
$293K -$76.4K -113 -21%
TWA
4265
Talisman Wealth Advisors
New Jersey
$292K – – –
NCG
4266
Newport Capital Group
New Jersey
$291K -$676 -1 -0.2%
MKC
4267
M. Kraus & Co
Vermont
$290K – – –
WAC
4268
William Allan Corp
Colorado
$290K +$288K +426 New
GCM
4269
Gibraltar Capital Management
Oklahoma
$290K +$28.4K +42 +11%
OFP
4270
OLIO Financial Planning
Virginia
$290K – – –
PJSIMP
4271
P.J. Schmidt Investment Management (PJS)
Wisconsin
$290K -$23.7K -35 -8%
B
4272
BetterWealth
California
$290K -$676 -1 -0.2%
NWM
4273
NRI Wealth Management
California
$289K – – –
GWAG
4274
Garrett Wealth Advisory Group
Texas
$289K +$287K +424 New
ACM
4275
Arcataur Capital Management
Wisconsin
$289K – – –
169 170
171
172 173