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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
$238K – – –
DSN
2602
D. Scott Neal
Kentucky
$238K – – –
TF
2603
TRH Financial
Iowa
$238K +$232K +556 New
WKWM
2604
Walter & Keenan Wealth Management
Indiana
$237K – – –
CWM
2605
CCG Wealth Management
California
$236K – – –
GJCM
2606
Grand Jean Capital Management
California
$236K – – –
QCIG
2607
Quad-Cities Investment Group
Iowa
$236K +$417 +1 +0.2%
SAM
2608
Satovsky Asset Management
New York
$236K +$835 +2 +0.4%
WI
2609
WrapManager Inc
California
$236K +$4.59K +11 +2%
WSC
2610
Wellington Shields & Co
New York
$236K +$230K +551 New
MRCM
2611
M&R Capital Management
New Jersey
$235K -$2.09K -5 -0.9%
AMG
2612
Advisors Management Group
Wisconsin
$235K – – –
LA
2613
Lynch & Associates
Indiana
$235K – – –
NQWM
2614
Northwest Quadrant Wealth Management
Oregon
$235K +$417 +1 +0.2%
RFM
2615
Royal Fund Management
Florida
$234K -$72.6K -174 -24%
SFG
2616
SageGuard Financial Group
Tennessee
$234K -$71.4K -171 -24%
AWG
2617
Altus Wealth Group
Colorado
$234K – – –
CVM
2618
Cheviot Value Management
California
$233K +$227K +543 New
WIA
2619
Wealthstreet Investment Advisors
Texas
$231K -$602K -1,443 -73%
BBL
2620
Beck Bode LLC
Massachusetts
$231K -$30.9K -74 -12%
PWS
2621
Peloton Wealth Strategists
Indiana
$231K – – –
UBG
2622
United Bank (Georgia)
Georgia
$231K – – –
MCM
2623
Mainstay Capital Management
Michigan
$231K +$66.8K +160 New
PS
2624
Planned Solutions
California
$230K – – –
LWP
2625
Lumature Wealth Partners
Georgia
$229K -$12.5K -30 -5%
103 104
105
106 107