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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
3026
Oak Asset Management
California
$272K -$59.8K -150 -18%
IWM
3027
Iams Wealth Management
Nebraska
$272K +$25.9K +65 +11%
CANY
3028
Caxton Associates (New York)
New York
$272K -$541M -1,355,728 -100%
PSP
3029
Pacific Sage Partners
Washington
$271K – – –
BFA
3030
Brown Financial Advisory
Alabama
$270K +$33.5K +84 +15%
BST
3031
Bath Savings Trust
Maine
$270K -$56.7K -142 -18%
1WA
3032
180 Wealth Advisors
Washington
$269K -$3.19K -8 -1%
WMS
3033
Wealth Management Solutions
Pennsylvania
$269K -$798 -2 -0.3%
HIF
3034
Hill Island Financial
Michigan
$267K – – –
CNAM
3035
Campbell Newman Asset Management
Wisconsin
$267K +$26.7K +67 +11%
BBA
3036
Braun-Bostich & Associates
Pennsylvania
$267K – – –
BIM
3037
Bridgecreek Investment Management
Oklahoma
$266K – – –
DGAM
3038
Desjardins Global Asset Management
Quebec, Canada
$265K -$1.66M -4,160 -87%
LB
3039
Legacy Bridge
Iowa
$265K – – –
PW
3040
Peninsula Wealth
California
$263K +$7.58K +19 +3%
TPWM
3041
Twelve Points Wealth Management
Massachusetts
$262K +$37.9K +95 +17%
NCM
3042
New Capital Management
Texas
$262K – – –
FFC
3043
First Financial Corp
Indiana
$260K -$19.9K -50 -7%
JCM
3044
J2 Capital Management
Michigan
$260K +$24.7K +62 +11%
CS
3045
Crescent Sterling
Louisiana
$259K – – –
3LCM
3046
3D/L Capital Management
Connecticut
$259K +$13.2K +33 +6%
CCT
3047
Chemung Canal Trust
New York
$256K – – –
SA
3048
Stewardship Advisors
Pennsylvania
$256K – – –
MWM
3049
Maltin Wealth Management
New Jersey
$256K +$798 +2 +0.3%
WSC
3050
Wellington Shields & Co
New York
$255K -$10.4K -26 -4%
120 121
122
123 124