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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2626
Marion Wealth Management
Pennsylvania
$413K +$58.4K +147 +15%
OCPWS
2627
One Charles Private Wealth Services
Massachusetts
$410K -$19.1K -48 -4%
FWA
2628
FSM Wealth Advisors
Ohio
$410K +$9.53K +24 +2%
TC
2629
Truvestments Capital
Florida
$408K -$1.52M -3,837 -77%
BC
2630
Brio Consultants
California
$408K +$195K +492 +84%
EW
2631
Enzi Wealth
Texas
$407K +$405K +1,021 New
IWP
2632
Insight Wealth Partners
Texas
$406K -$3.57K -9 -0.8%
JIM
2633
JCP Investment Management
Texas
$406K – – –
AC
2634
Addison Capital
Pennsylvania
$405K +$79K +199 +21%
IWA
2635
IVC Wealth Advisors
Pennsylvania
$404K – – –
FWA
2636
FSC Wealth Advisors
New York
$404K +$53.2K +134 +13%
FNFDCM
2637
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$403K – – –
AIM
2638
Arcadia Investment Management
Michigan
$402K -$66.7K -168 -13%
EPWM
2639
Essex Private Wealth Management
Massachusetts
$402K +$7.15K +18 +2%
NCM
2640
Narwhal Capital Management
Georgia
$401K -$519K -1,306 -54%
OWM
2641
Opes Wealth Management
California
$401K – – –
BFP
2642
Briaud Financial Planning
Texas
$400K -$35.7K -90 -8%
LAIC
2643
Lederer & Associates Investment Counsel
California
$400K – – –
MAG
2644
MRA Advisory Group
New Jersey
$397K -$19.9K -50 -4%
KBFS
2645
Kohmann Bosshard Financial Services
Ohio
$397K – – –
SIA
2646
Sage Investment Advisers
New York
$397K +$20.3K +51 +5%
AFM
2647
Abbot Financial Management
Massachusetts
$397K +$29.8K +75 +7%
SIA
2648
Stegner Investment Associates
Kentucky
$395K -$301K -757 -41%
BWM
2649
BCGM Wealth Management
Indiana
$395K – – –
RS
2650
Retirement Solution
Washington
$395K +$43.3K +109 +11%
104 105
106
107 108