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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
QWP
2826
Quotient Wealth Partners
Texas
$852K +$25.6K +49 +3%
IPAM
2827
Investment Partners Asset Management
New Jersey
$852K +$29.8K +57 +4%
HS
2828
Horan Securities
United States
$852K +$1.05K +2 +0.1%
BTWM
2829
Baker Tilly Wealth Management
Wisconsin
$852K -$6.78M -12,961 -89%
GGS
2830
Galvin Gaustad & Stein
Arizona
$850K -$5.23K -10 -0.6%
BOS
2831
Bank of Stockton
California
$849K – – –
EBWM
2832
Eagle Bluffs Wealth Management
Missouri
$848K – – –
HBWM
2833
Hollow Brook Wealth Management
New York
$848K -$8.37K -16 -1%
KFI
2834
Key Financial Inc
Pennsylvania
$847K – – –
BWM
2835
Birchcreek Wealth Management
Ohio
$847K +$523 +1 +0.1%
TCM
2836
Tran Capital Management
California
$846K +$10.5K +20 +1%
PPWM
2837
PFG Private Wealth Management
Florida
$845K -$7.85K -15 -1%
SWK
2838
Stephen W. Kidder
$844K -$52.3K -100 -6%
PAM
2839
Panagora Asset Management
Massachusetts
$843K -$14M -26,787 -95%
VFG
2840
Valley Financial Group
Pennsylvania
$841K – – –
AA
2841
Addison Advisors
Vermont
$839K +$144K +276 +22%
SFM
2842
Stack Financial Management
Montana
$838K -$6.8K -13 -0.8%
FCT
2843
Family Capital Trust
Massachusetts
$837K – – –
CFO
2844
CVA Family Office
Colorado
$837K – – –
HCM
2845
Hilton Capital Management
New York
$836K +$804K +1,536 New
SWM
2846
Seaside Wealth Management
California
$835K -$55K -105 -6%
LFA
2847
LifeGuide Financial Advisors
Pennsylvania
$834K -$23K -44 -3%
AWM
2848
AllSquare Wealth Management
New York
$832K +$10.5K +20 +1%
GA
2849
GoalVest Advisory
New York
$831K -$10.5K -20 -1%
MAM
2850
MMA Asset Management
Pennsylvania
$831K +$80.1K +153 +11%
112 113
114
115 116