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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
3026
Gray Wealth Management
Maine
$235K – – –
VT
3027
Vise Technologies
New York
$235K +$227K +495 New
4WM
3028
44 Wealth Management
Oregon
$234K -$1.84K -4 -0.8%
MAM
3029
MMA Asset Management
Pennsylvania
$233K -$70.2K -153 -24%
AMR
3030
Asset Management Resources
Massachusetts
$233K +$225K +490 New
WFA
3031
WestHill Financial Advisors
California
$233K +$225K +490 New
BFM
3032
Broadview Financial Management
Wisconsin
$232K +$459 +1 +0.2%
FFWM
3033
Future Financial Wealth Management
Ohio
$232K +$223K +486 New
OBWP
3034
O'Brien Wealth Partners
Massachusetts
$232K +$236K +515 New
VFM
3035
Vivid Financial Management
California
$230K -$3.21K -7 -1%
AWM
3036
Absher Wealth Management
North Carolina
$228K -$5.05K -11 -2%
3AM
3037
3EDGE Asset Management
Florida
$228K – – –
LHWM
3038
Lake Hills Wealth Management
Texas
$228K +$220K +480 New
WFS
3039
Weitzel Financial Services
Iowa
$227K +$219K +478 New
PT
3040
Plimoth Trust
Massachusetts
$227K -$62.9K -137 -22%
FSG
3041
Financial Strategies Group
Michigan
$226K +$459 +1 +0.2%
AFC
3042
Adaptive Financial Consulting
Ohio
$225K – – –
OFG
3043
Orcam Financial Group
California
$225K +$218K +474 New
CIA
3044
CCM Investment Advisers
South Carolina
$224K +$217K +473 New
FCG
3045
Financial Connections Group
California
$224K +$217K +473 New
MA
3046
Menlo Advisors
California
$223K -$923K -2,010 -81%
CFAM
3047
Center For Asset Management
Florida
$223K +$1.84K +4 +0.9%
PIC
3048
Platt Investment Counsel
Florida
$222K -$1.45M -3,156 -87%
WWG
3049
West Wealth Group
California
$222K +$214K +467 New
CAG
3050
Compass Advisory Group
New York
$222K +$215K +468 New
120 121
122
123 124