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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
4401
Applied Capital
Arkansas
$239K -$51.4K -76 -18%
CNBOF
4402
City National Bank of Florida
Florida
$239K -$3.38K -5 -1%
PWA
4403
Principia Wealth Advisory
Texas
$239K +$8.79K +13 +4%
SSWG
4404
Seven Springs Wealth Group
Tennessee
$239K +$237K +350 New
PWM
4405
Puff Wealth Management
New Jersey
$239K +$4.73K +7 +2%
BHFP
4406
Blom & Howell Financial Planning
California
$238K +$236K +349 New
BA
4407
Bluesphere Advisors
Pennsylvania
$238K – – –
LWMI
4408
Legacy Wealth Management (Idaho)
Idaho
$238K +$109K +161 +86%
DA
4409
Drake & Associates
Wisconsin
$237K -$48K -71 -17%
NAMM
4410
NorthStar Asset Management (Massachusetts)
Massachusetts
$237K -$123K -182 -34%
BFG
4411
Beto Financial Group
Idaho
$236K +$230K +340 New
LAMNM
4412
Longview Asset Management (New Mexico)
New Mexico
$236K – – –
PFC
4413
Phocas Financial Corp
California
$235K – – –
TIAAOA
4414
Teachers Insurance & Annuity Association of America
New York
$234K +$112K +166 +94%
BWM
4415
BAM Wealth Management
Colorado
$234K +$16.2K +24 +8%
BAWC
4416
Boyce & Associates Wealth Consulting
Texas
$233K +$676 +1 +0.3%
WF
4417
Wayfinding Financial
Washington
$233K – – –
BBW
4418
Blue Barn Wealth
Utah
$233K -$362K -536 -61%
EWA
4419
ERTS Wealth Advisors
Michigan
$231K -$1.35K -2 -0.6%
BJB
4420
Broadhurst Jeffrey B
$231K +$229K +339 New
MFG
4421
MTM Financial Group
Pennsylvania
$230K -$2.7K -4 -1%
FFM
4422
Flagstone Financial Management
Nebraska
$230K – – –
SFA
4423
Spectrum Financial Alliance
Kentucky
$230K – – –
LAA
4424
Liberty Atlantic Advisors
Texas
$230K +$227K +336 New
AIFS
4425
A&I Financial Services
Colorado
$229K +$227K +336 New
175 176
177
178 179