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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2701
Mattern Wealth Management
Kansas
$392K +$27.9K +68 +7%
AFM
2702
Abbot Financial Management
Massachusetts
$391K +$32.8K +80 +8%
OWA
2703
Outlook Wealth Advisors
Texas
$390K +$11.9K +29 +3%
JWM
2704
JGP Wealth Management
Oregon
$390K +$42.2K +103 +11%
KFSC
2705
Keystone Financial Services (Colorado)
Colorado
$389K – – –
TFA
2706
TPG Financial Advisors
Oregon
$389K – – –
CC
2707
Cornerstone Capital
California
$388K – – –
SLA
2708
Silver Lake Advisory
Utah
$387K +$819 +2 +0.2%
EIA
2709
Eastover Investment Advisors
North Carolina
$387K +$6.14K +15 +1%
FNBSF
2710
First National Bank Sioux Falls
South Dakota
$386K -$457K -1,115 -52%
OCM
2711
Orleans Capital Management
Louisiana
$386K -$49.2K -120 -10%
EA
2712
Eudaimonia Advisors
Tennessee
$386K – – –
LWP
2713
Legacy Wealth Planning
Nevada
$384K -$127K -309 -23%
OCG
2714
Opus Capital Group
Ohio
$384K -$6.55K -16 -2%
SFCL
2715
Strengthening Families & Communities LLC
Massachusetts
$384K – – –
SIG
2716
Stonegate Investment Group
Alabama
$384K +$234K +572 +129%
KWA
2717
KCS Wealth Advisory
California
$383K -$14.3K -35 -3%
HWM
2718
HFR Wealth Management
New York
$383K – – –
MCA
2719
Magnolia Capital Advisors
Mississippi
$382K +$6.96K +17 +2%
BAM
2720
Bruderman Asset Management
New York
$381K -$43K -105 -9%
MWM
2721
Marion Wealth Management
Pennsylvania
$381K +$414K +1,010 New
SAM
2722
Stone Asset Management
Texas
$380K +$819 +2 +0.2%
SIM
2723
Sadoff Investment Management
Wisconsin
$379K -$18.4K -45 -4%
WTB
2724
Washington Trust Bank
Washington
$379K -$9.83K -24 -2%
ASW
2725
Astoria Strategic Wealth
Texas
$379K -$4.51K -11 -1%
107 108
109
110 111