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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2776
Darwin Wealth Management
Florida
$509K +$48.5K +109 +10%
LWM
2777
Laidlaw Wealth Management
New York
$507K -$3.85M -8,665 -88%
SL
2778
SWMG LLC
Texas
$507K – – –
DOA
2779
D'Orazio & Associates
Virginia
$505K +$445 +1 +0.1%
ACM
2780
Altrius Capital Management
North Carolina
$505K – – –
HBWM
2781
Hollow Brook Wealth Management
New York
$504K – – –
CWP
2782
Core Wealth Partners
California
$504K +$138K +311 +36%
BFA
2783
Buttonwood Financial Advisors
Maryland
$503K +$2.22K +5 +0.4%
AIA
2784
Alternative Investment Advisors
Florida
$503K +$523K +1,175 New
CA
2785
CapWealth Advisors
Tennessee
$502K -$78.7K -177 -13%
AA
2786
AJ Advisors
Tennessee
$501K -$1.78K -4 -0.3%
IC
2787
Innealta Capital
Texas
$500K +$4.45K +10 +0.9%
SFMG
2788
Sage Financial Management Group
Virginia
$498K – – –
OCPWS
2789
One Charles Private Wealth Services
Massachusetts
$496K +$890 +2 +0.2%
IWP
2790
Insight Wealth Partners
Texas
$495K +$1.78K +4 +0.3%
WTB
2791
Washington Trust Bank
Washington
$495K -$8.01K -18 -2%
WCWM
2792
Willow Creek Wealth Management
California
$494K -$4.89K -11 -0.9%
AIA
2793
Arbor Investment Advisors
North Carolina
$490K +$42.3K +95 +9%
LSC
2794
Logan Stone Capital
Illinois
$489K +$509K +1,145 New
CC
2795
Constitution Capital
Connecticut
$486K +$890 +2 +0.2%
JIM
2796
JCP Investment Management
Texas
$486K – – –
IWA
2797
IVC Wealth Advisors
Pennsylvania
$484K – – –
IAG
2798
Investment Advisory Group
Massachusetts
$484K +$445 +1 +0.1%
KIM
2799
Karpus Investment Management
New York
$483K – – –
SFG
2800
Socha Financial Group
New York
$481K -$18.2K -41 -4%
110 111
112
113 114