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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2851
BCGM Wealth Management
Indiana
$396K -$6.92K -18 -2%
MWM
2852
Mattern Wealth Management
Kansas
$395K +$65K +169 +20%
LI
2853
LVZ Inc
Michigan
$395K +$397K +1,032 New
AIM
2854
Axiom Investment Management
New York
$394K – – –
RS
2855
Retirement Solution
Washington
$394K -$29.2K -76 -7%
AFPL
2856
Advus Financial Partners, LLC
Florida
$394K -$28.8K -75 -7%
CC
2857
Cornerstone Capital
California
$393K – – –
BFP
2858
Briaud Financial Planning
Texas
$393K – – –
AMM
2859
American Money Management
California
$392K +$60.3K +157 +18%
HBW
2860
Hazlett, Burt & Watson
West Virginia
$392K – – –
EIA
2861
Eastover Investment Advisors
North Carolina
$392K – – –
OCM
2862
Orleans Capital Management
Louisiana
$392K – – –
PCMM
2863
Piedmont Capital Management (Montana)
Montana
$391K +$4.61K +12 +1%
FNBSF
2864
First National Bank Sioux Falls
South Dakota
$390K – – –
SPWM
2865
Straight Path Wealth Management
Michigan
$390K +$3.08K +8 +0.8%
HWM
2866
HFR Wealth Management
New York
$388K – – –
OWA
2867
Outlook Wealth Advisors
Texas
$388K – – –
SEM
2868
Suncoast Equity Management
Florida
$387K +$389K +1,012 New
KFSC
2869
Keystone Financial Services (Colorado)
Colorado
$387K – – –
SWM
2870
Silverlake Wealth Management
Vermont
$386K -$871K -2,265 -69%
EA
2871
Eudaimonia Advisors
Tennessee
$386K -$5.38K -14 -1%
PIP
2872
Peachtree Investment Partners
Florida
$386K – – –
PWP
2873
Pursue Wealth Partners
California
$385K +$387K +1,008 New
GG
2874
Greenwood Gearhart
Arkansas
$385K -$204K -530 -34%
BC
2875
Brio Consultants
California
$385K -$27.3K -71 -7%
113 114
115
116 117