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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
4276
Three Seasons Wealth
Utah
$314K – – –
PWM
4277
PMG Wealth Management
Illinois
$314K +$42K +58 +16%
TCOK
4278
Trust Company of Kansas
Kansas
$312K – – –
CMP
4279
Coston McIsaac & Partners
Maine
$312K +$39.9K +55 +15%
HIM
4280
Harbour Investment Management
Washington
$312K – – –
BHWM
4281
Bellars Harris Wealth Management
Virginia
$311K +$302K +417 New
RYA
4282
Richard Young Associates
Georgia
$311K +$302K +417 New
IJWM
4283
Inman Jager Wealth Management
Mississippi
$309K – – –
EWM
4284
Elevation Wealth Management
Minnesota
$309K -$8.7K -12 -3%
GG
4285
Gleason Group
Kentucky
$309K +$725 +1 +0.2%
VDC
4286
Van Diest Capital
Iowa
$309K -$24.6K -34 -8%
NFA
4287
Northwest Financial Advisors
Virginia
$309K +$725 +1 +0.2%
MAM
4288
Mystic Asset Management
Rhode Island
$308K – – –
PP
4289
PFS Partners
New Jersey
$308K – – –
SA
4290
Skyline Advisors
Washington
$308K -$23.9K -33 -7%
BWAM
4291
Blue Water Asset Management
Michigan
$307K +$725 +1 +0.2%
6SA
4292
6th Street Advisors
Alabama
$307K – – –
PAM
4293
Prodigy Asset Management
Nebraska
$307K – – –
GFA
4294
Godfrey Financial Associates
New York
$306K – – –
PPA
4295
Pacific Point Advisors
California
$305K -$134K -185 -31%
PEWA
4296
Pacific Excel Wealth Advisors
California
$304K -$231K -318 -44%
HFO
4297
Heritage Family Offices
Arizona
$304K -$12.3K -17 -4%
CAG
4298
Carroll Advisory Group
Texas
$303K – – –
DDC
4299
DF Dent & Co
Maryland
$303K – – –
LS
4300
Leelyn Smith
Illinois
$303K – – –
170 171
172
173 174