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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
2901
Opes Wealth Management
California
$734K +$60.7K +122 +10%
EFG
2902
Everhart Financial Group
Ohio
$733K +$2.49K +5 +0.4%
IIC
2903
Integrated Investment Consultants
Michigan
$729K +$11.9K +24 +2%
QWM
2904
Quaker Wealth Management
New Jersey
$724K +$75.7K +152 +12%
SIG
2905
Stonegate Investment Group
Alabama
$721K +$133K +267 +24%
WC
2906
Whitney & Co
New York
$720K -$10.5K -21 -2%
LTI
2907
Laffer Tengler Investments
Tennessee
$719K -$68.2K -137 -9%
IAP
2908
Indie Asset Partners
Indiana
$719K +$30.4K +61 +5%
NWM
2909
Napa Wealth Management
California
$718K -$48.3K -97 -7%
SWM
2910
Sendero Wealth Management
Texas
$717K -$292K -587 -30%
WA
2911
WealthTrust Axiom
Pennsylvania
$716K -$174K -350 -20%
HWMG
2912
Hurlow Wealth Management Group
Indiana
$716K +$4.98K +10 +0.7%
SDWIA
2913
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$714K +$11.9K +24 +2%
MAM
2914
MMA Asset Management
Pennsylvania
$714K -$21.9K -44 -3%
BWM
2915
BCGM Wealth Management
Indiana
$710K +$172K +346 +34%
TNB
2916
Thomasville National Bank
Georgia
$709K -$75.7K -152 -10%
VC
2917
Vicus Capital
Pennsylvania
$707K -$485K -974 -11%
WWM
2918
Wiser Wealth Management
Georgia
$706K – – –
RCM
2919
Rain Capital Management
Oregon
$706K +$498 +1 +0.1%
FSA
2920
Fort Sheridan Advisors
Illinois
$705K +$671K +1,348 New
AA
2921
AJ Advisors
Tennessee
$704K +$84.1K +169 +14%
TA
2922
TFG Advisers
Michigan
$702K -$47.3K -95 -7%
FA
2923
Financial Alternatives
California
$701K – – –
TCMP
2924
Thrive Capital Management (Pennsylvania)
Pennsylvania
$698K +$996 +2 +0.2%
MWM
2925
Mattern Wealth Management
Kansas
$698K -$30.9K -62 -4%
115 116
117
118 119