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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
4351
Louisbourg Investments
New Brunswick, Canada
$275K -$48.6K -67 -15%
SOAM
4352
SBI Okasan Asset Management
Japan
$274K – – –
AW
4353
Avion Wealth
Texas
$274K +$2.17K +3 +0.8%
FC
4354
Fusion Capital
South Carolina
$274K +$5.8K +8 +2%
KSWWM
4355
Keyes Stange & Wooten Wealth Management
Florida
$273K – – –
DR
4356
Davis Rea
Ontario, Canada
$273K +$265K +365 New
PFM
4357
Peak Financial Management
Massachusetts
$273K -$12.3K -17 -4%
EWA
4358
Encompass Wealth Advisors
Oregon
$273K -$31.9K -44 -11%
NFC
4359
Northstar Financial Companies
Pennsylvania
$272K +$7.97K +11 +3%
PJSIMP
4360
P.J. Schmidt Investment Management (PJS)
Wisconsin
$272K +$725 +1 +0.3%
PA
4361
ProCore Advisors
California
$272K +$7.25K +10 +3%
SI
4362
Severin Investments
Missouri
$272K +$264K +364 New
MWA
4363
Madson Wealth Advisors
California
$270K -$35.5K -49 -12%
BWM
4364
Buska Wealth Management
Wisconsin
$270K +$725 +1 +0.3%
EWP
4365
Evergreen Wealth Partners
Montana
$269K -$725 -1 -0.3%
JCA
4366
January Capital Advisors
California
$269K – – –
FWP
4367
Firethorn Wealth Partners
Georgia
$268K +$260K +358 New
BHWM
4368
Bay Harbor Wealth Management
Maryland
$267K – – –
CWP
4369
Corepath Wealth Partners
Arizona
$267K -$96.4K -133 -27%
CWM
4370
Consultiva Wealth Management
Puerto Rico
$265K – – –
PTCG
4371
Pring Turner Capital Group
California
$264K -$72.5K -100 -23%
SFSG
4372
Sound Financial Strategies Group
Mississippi
$264K -$14.5K -20 -5%
TFA
4373
TrustWell Financial Advisors
Florida
$264K – – –
JRSI
4374
Jeter Robert S II
$264K – – –
HCA
4375
Hyperion Capital Advisors
New York
$263K – – –
173 174
175
176 177