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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FB
2301
Fulton Bank
Pennsylvania
$962K -$89K -200 -9%
YWS
2302
Yarger Wealth Strategies
Ohio
$962K -$23.6K -53 -2%
LF
2303
Lantz Financial
Illinois
$959K +$75.2K +169 +9%
KAM
2304
Kraft Asset Management
Tennessee
$958K – – –
VBFP
2305
Valtinson Bruner Financial Planning
Minnesota
$958K +$19.1K +43 +2%
FWM
2306
Fingerlakes Wealth Management
New York
$955K +$3.56K +8 +0.4%
CSWM
2307
Cassady Schiller Wealth Management
Ohio
$955K +$117K +262 +14%
PFC
2308
Poplar Forest Capital
California
$954K – – –
NRI
2309
NFP Retirement Inc
California
$953K -$41.8K -94 -4%
MPIA
2310
Mountain Pacific Investment Advisers
Idaho
$952K – – –
YAL
2311
Your Advocates Ltd
Texas
$949K +$28.9K +65 +3%
LKIM
2312
Lawson Kroeker Investment Management
Nebraska
$946K – – –
FF
2313
FourThought Financial
Florida
$942K -$12K -27 -1%
CWS
2314
Confluence Wealth Services
Pennsylvania
$938K +$8.01K +18 +0.9%
W
2315
WealthOne
New York
$938K +$21.8K +49 +2%
CIM
2316
Chapman Investment Management
California
$936K -$9.35K -21 -1%
SAA
2317
Southeast Asset Advisors
Georgia
$933K +$93K +209 +11%
VCM
2318
Viewpoint Capital Management
Washington
$932K +$1.78K +4 +0.2%
JWM
2319
JFG Wealth Management
Colorado
$931K +$515K +1,157 +128%
AG
2320
Appleton Group
Wisconsin
$929K -$297K -666 -24%
EPP
2321
ETF Portfolio Partners
Kansas
$927K +$110K +248 +14%
PWA
2322
Primoris Wealth Advisors
Florida
$923K – – –
TF
2323
Theory Financial
Colorado
$919K -$1.58M -3,550 -64%
FSCM
2324
Front Street Capital Management
Montana
$918K -$156K -350 -10%
FCFS
2325
First Command Financial Services
Texas
$917K -$64.6K -145 -7%
91 92
93
94 95