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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
4301
Inspire Advisors
Idaho
$280K -$116K -172 -30%
OL
4302
OneFund LLC
Florida
$280K -$210K -310 -43%
PFM
4303
Peak Financial Management
Massachusetts
$279K – – –
ISWM
4304
Independent Solutions Wealth Management
New York
$279K +$276K +409 New
BC
4305
Bowman & Company
Wisconsin
$279K – – –
KHC
4306
Koesten Hirschmann & Crabtree
Kansas
$278K -$3.38K -5 -1%
VPF
4307
Vantage Point Financial
Illinois
$277K -$282K -417 -51%
DDC
4308
DF Dent & Co
Maryland
$277K – – –
LS
4309
Leelyn Smith
Illinois
$277K +$67.6K +100 +33%
OWG
4310
Oxford Wealth Group
Florida
$277K +$274K +406 New
OCFG
4311
O'Connor Financial Group
Illinois
$277K -$12.8K -19 -5%
DW
4312
Durante & Waters
New York
$276K – – –
HAP
4313
Harbor Asset Planning
Massachusetts
$276K +$676 +1 +0.2%
NME
4314
Notis-McConarty Edward
$275K -$6.76K -10 -2%
ILI
4315
Invesco LLC (Illinois)
Illinois
$275K +$50.7K +75 +23%
SWM
4316
Stark Wealth Management
Pennsylvania
$275K +$1.81M +2,680 New
OWA
4317
One Wealth Advisors
California
$275K +$42.6K +63 +19%
EWA
4318
Encompass Wealth Advisors
Oregon
$275K -$676K -1,000 -71%
AAG
4319
Avalon Advisory Group
Pennsylvania
$275K – – –
FBT
4320
First Bank & Trust
South Dakota
$274K – – –
DWM
4321
DWR Wealth Management
California
$274K +$269K +398 New
SGWM
4322
Sterling Group Wealth Management
California
$272K – – –
TC
4323
Town Capital
Maryland
$271K +$269K +398 New
DAS
4324
DMKC Advisory Services
Iowa
$271K +$676 +1 +0.3%
CAG
4325
Carroll Advisory Group
Texas
$271K +$268K +397 New
171 172
173
174 175