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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
NME
2876
Notis-McConarty Edward
$230K – – –
MWM
2877
McNaughton Wealth Management
California
$230K +$256K +644 New
NCM
2878
New Capital Management
Texas
$229K -$1.59K -4 -0.6%
PCI
2879
Planning Center Inc
Illinois
$229K – – –
CAM
2880
Costello Asset Management
Pennsylvania
$229K +$12.3K +31 +5%
TIM
2881
Total Investment Management
Arizona
$228K -$50M -125,882 -99%
HIGP
2882
Hill Investment Group Partners
Missouri
$228K – – –
WCM
2883
Whitener Capital Management
North Carolina
$227K -$3.97K -10 -2%
PWM
2884
Provident Wealth Management
Tennessee
$227K – – –
NCG
2885
Newport Capital Group
New Jersey
$227K +$247K +622 New
BC
2886
Bowman & Company
Wisconsin
$225K +$397 +1 +0.2%
JJBC
2887
James J. Burns & Company
New York
$225K +$250K +630 New
CCT
2888
Chemung Canal Trust
New York
$224K – – –
PW
2889
Peninsula Wealth
California
$223K – – –
BCM
2890
Blume Capital Management
California
$223K +$118K +296 +90%
MKA
2891
M. Kulyk & Associates
Georgia
$222K – – –
SA
2892
Sicart Associates
New York
$221K – – –
KA
2893
Kercheville Advisors
Texas
$221K +$246K +620 New
LAM
2894
LFS Asset Management
California
$220K -$199K -502 -45%
OFA
2895
Oak Family Advisors
Illinois
$219K +$7.15K +18 +3%
WH
2896
Willner & Heller
California
$219K +$243K +612 New
BHWM
2897
Bay Harbor Wealth Management
Maryland
$218K -$42.1K -106 -15%
PWS
2898
Peloton Wealth Strategists
Indiana
$218K -$35.7K -90 -13%
RWA
2899
Rainsberger Wealth Advisors
Colorado
$217K +$11.5K +29 +5%
FA
2900
Faithward Advisors
Pennsylvania
$217K +$240K +605 New
114 115
116
117 118