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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
4401
Inlight Wealth Management
Georgia
$253K +$246K +339 New
SAM
4402
Satovsky Asset Management
New York
$253K -$14.5K -20 -6%
FFM
4403
Flagstone Financial Management
Nebraska
$252K – – –
SFA
4404
Spectrum Financial Alliance
Kentucky
$252K – – –
ACM
4405
Aljian Capital Management
Nevada
$252K – – –
OAJ
4406
Ogorek Anthony Joseph
New York
$251K +$725 +1 +0.3%
EWM
4407
Endowment Wealth Management
Wisconsin
$251K +$244K +336 New
FNBTCON
4408
First National Bank & Trust Co of Newtown
Pennsylvania
$250K – – –
WCM
4409
WealthTrak Capital Management
Virginia
$250K +$2.17K +3 +0.9%
HAP
4410
Harbor Asset Planning
Massachusetts
$250K -$29.7K -41 -11%
AWAU
4411
Alliance Wealth Advisors (Utah)
Utah
$249K – – –
CG
4412
Clifford Group
Massachusetts
$249K -$40.6K -56 -14%
LWA
4413
Lifelong Wealth Advisors
Minnesota
$248K – – –
GP
4414
GLR Partners
Maryland
$248K +$12.3K +17 +5%
PSF
4415
Pacific Sun Financial
California
$248K +$10.2K +14 +4%
EFT
4416
Envision Financial Transparency
North Carolina
$247K +$86.3K +119 +36%
NLWP
4417
Next Level Wealth Planning
Idaho
$246K +$14.5K +20 +6%
CA
4418
Claris Advisors
Missouri
$245K – – –
PC
4419
Purewater Capital
Texas
$245K – – –
BFG
4420
Beto Financial Group
Idaho
$244K +$2.9K +4 +1%
ALWM
4421
Andrews Lucia Wealth Management
California
$244K +$237K +327 New
FWM
4422
FMB Wealth Management
California
$243K -$18.1K -25 -7%
GITFIT
4423
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$243K +$870K +1,200 New
RBC
4424
Rye Brook Capital
Connecticut
$243K +$236K +325 New
BCM
4425
Brookmont Capital Management
Texas
$243K – – –
175 176
177
178 179