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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BOSSRA
3026
B.O.S.S. Retirement Advisors
Utah
$296K +$280K +668 New
WMA
3027
Wealth Management Associates
New Jersey
$296K – – –
QIM
3028
Quest Investment Management
Oregon
$295K – – –
BST
3029
Bath Savings Trust
Maine
$295K +$2.94K +7 +1%
IPGDR
3030
Investidor Profissional Gestao de Recursos
Brazil
$295K +$280K +666 New
OAM
3031
Oak Asset Management
California
$295K – – –
CCT
3032
Chemung Canal Trust
New York
$294K +$15.9K +38 +6%
WSC
3033
Wellington Shields & Co
New York
$294K +$17.2K +41 +7%
PSP
3034
Pacific Sage Partners
Washington
$293K – – –
CWM
3035
Cedar Wealth Management
California
$290K -$23.1K -55 -8%
BFA
3036
Brown Financial Advisory
Alabama
$290K -$2.52K -6 -0.9%
HIF
3037
Hill Island Financial
Michigan
$289K – – –
MWA
3038
Miller Wealth Advisors
Colorado
$288K +$160K +381 +142%
VAG
3039
VisionPoint Advisory Group
Texas
$288K +$273K +650 New
ZIG
3040
Zullo Investment Group
Pennsylvania
$288K -$13.4K -32 -5%
BIM
3041
Bridgecreek Investment Management
Oklahoma
$288K – – –
TCM
3042
Tran Capital Management
California
$288K +$57.1K +136 +26%
CFAM
3043
Center For Asset Management
Florida
$288K +$63K +150 +30%
LB
3044
Legacy Bridge
Iowa
$287K – – –
PSF
3045
Pacific Sun Financial
California
$286K +$293K +698 New
RA
3046
Rise Advisors
New York
$285K -$26.9K -64 -9%
KAM
3047
Knightsbridge Asset Management
California
$281K -$266K -635 -50%
1WA
3048
180 Wealth Advisors
Washington
$281K -$10.9K -26 -4%
CWAG
3049
Carlsbad Wealth Advisory Group
California
$279K +$264K +629 New
CCM
3050
Cutler Capital Management
Massachusetts
$279K -$28.1K -67 -10%
120 121
122
123 124