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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
B
4326
BetterWealth
California
$248K -$29.9K -44 -10%
MAG
4327
Meadowbrook Advisors Group
New Jersey
$246K -$141K -208 -35%
SWG
4328
Summit Wealth Group
Vermont
$246K – – –
SFG
4329
Synergy Financial Group
California
$246K +$680 +1 +0.3%
KFSN
4330
Keystone Financial Services (Nebraska)
Nebraska
$245K -$134K -197 -34%
EAM
4331
Everstar Asset Management
North Carolina
$245K -$40.8K -60 -14%
IPW
4332
Inlet Private Wealth
Florida
$245K – – –
BIA
4333
Benchmark Investment Advisors
Illinois
$245K +$256K +377 New
HAP
4334
Harbor Asset Planning
Massachusetts
$245K -$19K -28 -7%
BMCM
4335
Burns Matteson Capital Management
New York
$244K -$68.7K -101 -21%
CNBT
4336
Cornerstone National Bank & Trust
Illinois
$244K – – –
SFSG
4337
Sound Financial Strategies Group
Mississippi
$243K -$719K -1,058 -74%
KFP
4338
Keener Financial Planning
Texas
$243K – – –
CS
4339
Capital Square
Tennessee
$243K -$85.7K -126 -27%
AA
4340
Alpha Advisors
Virginia
$242K – – –
SFGM
4341
Stonebridge Financial Group (Missouri)
Missouri
$242K +$1.36K +2 +0.5%
CC
4342
Capstone Capital
Nevada
$241K +$252K +370 New
AI
4343
Arvest Investments
Arkansas
$241K -$480K -706 -66%
OC
4344
OxenFree Capital
Florida
$240K -$19.7K -29 -8%
BWM
4345
BAM Wealth Management
Colorado
$240K +$18.4K +27 +8%
TIA
4346
Tandem Investment Advisors
South Carolina
$239K -$381K -561 -60%
KSWWM
4347
Keyes Stange & Wooten Wealth Management
Florida
$238K – – –
BFG
4348
Beto Financial Group
Idaho
$238K -$10.2K -15 -4%
SWMG
4349
Signature Wealth Management Group
Georgia
$237K – – –
IG
4350
IFS Group
Pennsylvania
$237K +$248K +365 New
172 173
174
175 176