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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MKC
4276
M. Kraus & Co
Vermont
$290K – – –
WAC
4277
William Allan Corp
Colorado
$290K +$288K +426 New
GCM
4278
Gibraltar Capital Management
Oklahoma
$290K +$28.4K +42 +11%
OFP
4279
OLIO Financial Planning
Virginia
$290K – – –
PJSIMP
4280
P.J. Schmidt Investment Management (PJS)
Wisconsin
$290K -$23.7K -35 -8%
B
4281
BetterWealth
California
$290K -$676 -1 -0.2%
NWM
4282
NRI Wealth Management
California
$289K – – –
GWAG
4283
Garrett Wealth Advisory Group
Texas
$289K +$287K +424 New
ACM
4284
Arcataur Capital Management
Wisconsin
$289K – – –
BIA
4285
Biondo Investment Advisors
Pennsylvania
$288K – – –
WRCM
4286
Western Reserve Capital Management
Ohio
$288K +$286K +423 New
VR
4287
Valued Retirements
Texas
$288K +$676 +1 +0.2%
AFC
4288
Adaptive Financial Consulting
Ohio
$287K – – –
GFA
4289
Godfrey Financial Associates
New York
$287K +$285K +421 New
BC
4290
Barnett & Company
Tennessee
$286K – – –
BMWS
4291
Brady Martz Wealth Solutions
North Dakota
$286K +$40.6K +60 +17%
KRW
4292
Kaufman Rossin Wealth
Florida
$286K +$32.4K +48 +13%
TCOK
4293
Trust Company of Kansas
Kansas
$285K – – –
QFA
4294
Quattro Financial Advisors
Texas
$285K – – –
HIM
4295
Harbour Investment Management
Washington
$284K +$54.1K +80 +24%
FPW
4296
Flywheel Private Wealth
California
$284K – – –
WAT
4297
Wealth Advisory Team
Kentucky
$284K +$280K +415 New
SHIM
4298
Stone House Investment Management
Pennsylvania
$284K -$59.5M -88,038 -100%
CMP
4299
Coston McIsaac & Partners
Maine
$283K – – –
LF
4300
Lighthouse Financial
Florida
$283K +$15.5K +23 +6%
170 171
172
173 174