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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
APWM
2601
Atlas Private Wealth Management
New York
$220K – – –
QWM
2602
QP Wealth Management
New Jersey
$220K – – –
WKWM
2603
Walter & Keenan Wealth Management
Indiana
$220K – – –
NCM
2604
Narwhal Capital Management
Georgia
$220K +$64K +166 +43%
MRCM
2605
M&R Capital Management
New Jersey
$219K -$92.6K -240 -30%
CWM
2606
CCG Wealth Management
California
$218K -$40.5K -105 -16%
GJCM
2607
Grand Jean Capital Management
California
$218K – – –
LA
2608
Lynch & Associates
Indiana
$218K +$771 +2 +0.4%
SAM
2609
Satovsky Asset Management
New York
$218K +$212K +549 New
QCIG
2610
Quad-Cities Investment Group
Iowa
$217K -$328K -850 -61%
AMG
2611
Advisors Management Group
Wisconsin
$217K -$1.54K -4 -0.7%
NQWM
2612
Northwest Quadrant Wealth Management
Oregon
$217K +$1.16K +3 +0.6%
WAM
2613
World Asset Management
Michigan
$216K +$199K +517 New
WI
2614
WrapManager Inc
California
$214K -$5.01K -13 -2%
PWS
2615
Peloton Wealth Strategists
Indiana
$214K -$3.47K -9 -2%
UBG
2616
United Bank (Georgia)
Georgia
$214K – – –
FI
2617
FormulaFolio Investments
Michigan
$213K -$168M -436,585 -100%
PS
2618
Planned Solutions
California
$213K – – –
CAM
2619
Costello Asset Management
Pennsylvania
$212K +$8.48K +22 +4%
GAM
2620
Geier Asset Management
Maryland
$210K +$194K +502 New
LC
2621
Lincoln Capital
Nebraska
$210K +$204K +529 New
SNBOSCI
2622
Security National Bank of Sioux City Iowa
Iowa
$210K +$204K +530 New
MAM
2623
Mastrapasqua Asset Management
Tennessee
$209K -$262K -680 -56%
SGI
2624
Summit Global Investments
Utah
$209K +$204K +528 New
UTC
2625
Unified Trust Company
Kentucky
$208K +$203K +526 New
103 104
105
106 107