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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
3026
Harfst & Associates
Wyoming
$237K – – –
ICM
3027
Ionic Capital Management
New York
$237K +$230K +500 New
GWM
3028
Gray Wealth Management
Maine
$235K – – –
VT
3029
Vise Technologies
New York
$235K +$227K +495 New
4WM
3030
44 Wealth Management
Oregon
$234K -$1.84K -4 -0.8%
MAM
3031
MMA Asset Management
Pennsylvania
$233K -$70.2K -153 -24%
AMR
3032
Asset Management Resources
Massachusetts
$233K +$225K +490 New
WFA
3033
WestHill Financial Advisors
California
$233K +$225K +490 New
BFM
3034
Broadview Financial Management
Wisconsin
$232K +$459 +1 +0.2%
FFWM
3035
Future Financial Wealth Management
Ohio
$232K +$223K +486 New
OBWP
3036
O'Brien Wealth Partners
Massachusetts
$232K +$236K +515 New
VFM
3037
Vivid Financial Management
California
$230K -$3.21K -7 -1%
AWM
3038
Absher Wealth Management
North Carolina
$228K -$5.05K -11 -2%
3AM
3039
3EDGE Asset Management
Florida
$228K – – –
LHWM
3040
Lake Hills Wealth Management
Texas
$228K +$220K +480 New
WFS
3041
Weitzel Financial Services
Iowa
$227K +$219K +478 New
PT
3042
Plimoth Trust
Massachusetts
$227K -$62.9K -137 -22%
FSG
3043
Financial Strategies Group
Michigan
$226K +$459 +1 +0.2%
AFC
3044
Adaptive Financial Consulting
Ohio
$225K – – –
OFG
3045
Orcam Financial Group
California
$225K +$218K +474 New
CIA
3046
CCM Investment Advisers
South Carolina
$224K +$217K +473 New
FCG
3047
Financial Connections Group
California
$224K +$217K +473 New
MA
3048
Menlo Advisors
California
$223K -$923K -2,010 -81%
CFAM
3049
Center For Asset Management
Florida
$223K +$1.84K +4 +0.9%
PIC
3050
Platt Investment Counsel
Florida
$222K -$1.45M -3,156 -87%
120 121
122
123 124