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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2951
Cabot Wealth Management
Massachusetts
$251K -$23.6K -53 -9%
B
2952
BetterWealth
California
$251K -$10.2K -23 -4%
TWM
2953
TMD Wealth Management
Arizona
$251K – – –
QCIG
2954
Quad-Cities Investment Group
Iowa
$251K +$890 +2 +0.4%
APWM
2955
Atlas Private Wealth Management
New York
$249K – – –
GJCM
2956
Grand Jean Capital Management
California
$249K – – –
SA
2957
SWM Advisors
Florida
$249K – – –
FF
2958
Friedenthal Financial
New Jersey
$249K +$246K +552 New
LA
2959
Lynch & Associates
Indiana
$248K +$445 +1 +0.2%
EWM
2960
Echo Wealth Management
Minnesota
$248K +$7.12K +16 +3%
AWM
2961
Avondale Wealth Management
Texas
$248K +$111K +250 +83%
SWA
2962
ShankerValleau Wealth Advisors
Illinois
$247K -$41.4K -93 -15%
DEM
2963
Disciplined Equity Management
Florida
$247K – – –
PI
2964
Pachira Investments
California
$247K – – –
TCM
2965
Tuttle Capital Management
Connecticut
$246K -$134K -301 -36%
CWA
2966
CJM Wealth Advisers
Virginia
$245K +$445 +1 +0.2%
KFS
2967
Kurt F. Somerville
$244K – – –
UBG
2968
United Bank (Georgia)
Georgia
$244K – – –
PS
2969
Planned Solutions
California
$243K – – –
LC
2970
Lincoln Capital
Nebraska
$243K +$1.34K +3 +0.6%
FM
2971
Foster & Motley
Ohio
$243K +$6.23K +14 +3%
PGAM
2972
Princeton Global Asset Management
New Jersey
$242K -$61.4K -138 -20%
LWP
2973
Lumature Wealth Partners
Georgia
$242K -$6.68K -15 -3%
AR
2974
Apeiron RIA
Texas
$242K -$1.78K -4 -0.7%
SFG
2975
Steward Financial Group
Texas
$241K – – –
117 118
119
120 121