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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
2601
Broadview Financial Management
Wisconsin
$221K +$771 +2 +0.4%
APWM
2602
Atlas Private Wealth Management
New York
$220K – – –
QWM
2603
QP Wealth Management
New Jersey
$220K – – –
WKWM
2604
Walter & Keenan Wealth Management
Indiana
$220K – – –
NCM
2605
Narwhal Capital Management
Georgia
$220K +$64K +166 +43%
MRCM
2606
M&R Capital Management
New Jersey
$219K -$92.6K -240 -30%
CWM
2607
CCG Wealth Management
California
$218K -$40.5K -105 -16%
GJCM
2608
Grand Jean Capital Management
California
$218K – – –
LA
2609
Lynch & Associates
Indiana
$218K +$771 +2 +0.4%
SAM
2610
Satovsky Asset Management
New York
$218K +$212K +549 New
QCIG
2611
Quad-Cities Investment Group
Iowa
$217K -$328K -850 -61%
AMG
2612
Advisors Management Group
Wisconsin
$217K -$1.54K -4 -0.7%
NQWM
2613
Northwest Quadrant Wealth Management
Oregon
$217K +$1.16K +3 +0.6%
WAM
2614
World Asset Management
Michigan
$216K +$199K +517 New
WI
2615
WrapManager Inc
California
$214K -$5.01K -13 -2%
PWS
2616
Peloton Wealth Strategists
Indiana
$214K -$3.47K -9 -2%
UBG
2617
United Bank (Georgia)
Georgia
$214K – – –
FI
2618
FormulaFolio Investments
Michigan
$213K -$168M -436,585 -100%
PS
2619
Planned Solutions
California
$213K – – –
CAM
2620
Costello Asset Management
Pennsylvania
$212K +$8.48K +22 +4%
GAM
2621
Geier Asset Management
Maryland
$210K +$194K +502 New
LC
2622
Lincoln Capital
Nebraska
$210K +$204K +529 New
SNBOSCI
2623
Security National Bank of Sioux City Iowa
Iowa
$210K +$204K +530 New
MAM
2624
Mastrapasqua Asset Management
Tennessee
$209K -$262K -680 -56%
SGI
2625
Summit Global Investments
Utah
$209K +$204K +528 New
103 104
105
106 107