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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
3001
Interchange Capital Partners
Pennsylvania
$226K +$223K +501 New
BAM
3002
Beaumont Asset Management
Texas
$225K – – –
HA
3003
Harfst & Associates
Wyoming
$225K – – –
FIM
3004
FWL Investment Management
Texas
$224K -$44.5K -100 -17%
LHWM
3005
Lake Hills Wealth Management
Texas
$224K +$7.12K +16 +3%
YAM
3006
Yacktman Asset Management
Texas
$223K -$781K -1,754 -78%
CC
3007
Commons Capital
Massachusetts
$223K -$450K -1,011 -67%
MRCM
3008
M&R Capital Management
New Jersey
$223K -$13.4K -30 -6%
GWM
3009
Gray Wealth Management
Maine
$223K – – –
BF
3010
Brooklyn FI
New York
$223K +$29.4K +66 +15%
WFS
3011
Weitzel Financial Services
Iowa
$219K +$3.56K +8 +2%
HWMG
3012
Hurlow Wealth Management Group
Indiana
$217K +$214K +480 New
BC
3013
Blackhill Capital
New Jersey
$216K -$80.1K -180 -27%
NWA
3014
New World Advisors
Massachusetts
$216K -$16K -36 -7%
BBWA
3015
Bell & Brown Wealth Advisors
California
$216K +$10.2K +23 +5%
LPARFS
3016
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$216K +$214K +480 New
SW
3017
SkyOak Wealth
Michigan
$215K -$412K -925 -66%
FSG
3018
Financial Strategies Group
Michigan
$215K +$445 +1 +0.2%
WWG
3019
West Wealth Group
California
$215K +$4.9K +11 +2%
SCA
3020
Stillwater Capital Advisors
Pennsylvania
$214K -$671K -1,507 -76%
AFC
3021
Adaptive Financial Consulting
Ohio
$214K – – –
OFG
3022
Orcam Financial Group
California
$214K – – –
FCG
3023
Financial Connections Group
California
$213K – – –
MA
3024
Menlo Advisors
California
$212K – – –
CAG
3025
Compass Advisory Group
New York
$211K – – –
119 120
121
122 123