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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
IJWM
4301
Inman Jager Wealth Management
Mississippi
$282K – – –
P
4302
Pandowealth
Georgia
$282K +$280K +414 New
LWA
4303
Lantern Wealth Advisors
New York
$282K -$34.7M -51,357 -99%
MAM
4304
Mystic Asset Management
Rhode Island
$282K +$29.7K +44 +12%
AWM
4305
Aviso Wealth Management
Washington
$281K +$1.35K +2 +0.5%
LA
4306
LM Advisors
California
$281K -$197M -291,450 -100%
GG
4307
Gleason Group
Kentucky
$281K -$2.7K -4 -1%
FHWM
4308
Fox Hill Wealth Management
Massachusetts
$281K -$44.6K -66 -14%
PAM
4309
Prodigy Asset Management
Nebraska
$280K – – –
IA
4310
Inspire Advisors
Idaho
$280K -$116K -172 -30%
OL
4311
OneFund LLC
Florida
$280K -$210K -310 -43%
PFM
4312
Peak Financial Management
Massachusetts
$279K – – –
ISWM
4313
Independent Solutions Wealth Management
New York
$279K +$276K +409 New
BC
4314
Bowman & Company
Wisconsin
$279K – – –
KHC
4315
Koesten Hirschmann & Crabtree
Kansas
$278K -$3.38K -5 -1%
VPF
4316
Vantage Point Financial
Illinois
$277K -$282K -417 -51%
DDC
4317
DF Dent & Co
Maryland
$277K – – –
LS
4318
Leelyn Smith
Illinois
$277K +$67.6K +100 +33%
OWG
4319
Oxford Wealth Group
Florida
$277K +$274K +406 New
OCFG
4320
O'Connor Financial Group
Illinois
$277K -$12.8K -19 -5%
DW
4321
Durante & Waters
New York
$276K – – –
HAP
4322
Harbor Asset Planning
Massachusetts
$276K +$676 +1 +0.2%
NME
4323
Notis-McConarty Edward
$275K -$6.76K -10 -2%
ILI
4324
Invesco LLC (Illinois)
Illinois
$275K +$50.7K +75 +23%
SWM
4325
Stark Wealth Management
Pennsylvania
$275K +$1.81M +2,680 New
171 172
173
174 175