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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
3051
WestHill Financial Advisors
California
$254K -$19.2K -48 -7%
MCP
3052
Martin Capital Partners
Oregon
$252K – – –
NPA
3053
Nichols & Pratt Advisers
Massachusetts
$252K +$245K +615 New
SO
3054
STRS Ohio
Ohio
$251K +$194K +485 +373%
ACA
3055
Anchor Capital Advisors
Massachusetts
$251K +$245K +613 New
PWM
3056
Provident Wealth Management
Tennessee
$251K -$7.58K -19 -3%
PIFP
3057
Partners in Financial Planning
Virginia
$250K -$56.3K -141 -19%
PWS
3058
Peloton Wealth Strategists
Indiana
$250K -$8.78K -22 -3%
RFN
3059
RDA Financial Network
Iowa
$250K -$18.4K -46 -7%
HIM
3060
Harbour Investment Management
Washington
$249K -$19.9K -50 -8%
AMG
3061
Advisors Management Group
Wisconsin
$248K +$21.5K +54 +10%
PWP
3062
Phillips Wealth Planners
Mississippi
$248K -$41.1K -103 -15%
HIM
3063
Hanlon Investment Management
New Jersey
$246K – – –
SAM
3064
Stone Asset Management
Texas
$245K -$155K -389 -39%
ERIM
3065
Eagle Ridge Investment Management
Connecticut
$244K – – –
OBGC
3066
O'Brien Greene & Co
Pennsylvania
$243K – – –
FA
3067
Financial Advisors
Massachusetts
$242K – – –
FFG
3068
Fullen Financial Group
Ohio
$240K +$1.2K +3 +0.5%
MFC
3069
Mechanics Financial Corp
Ohio
$240K -$100K -251 -30%
LC
3070
Lincoln Capital
Nebraska
$240K +$399 +1 +0.2%
FWS
3071
FinDec Wealth Services
California
$238K +$232K +581 New
BFM
3072
Broadview Financial Management
Wisconsin
$238K +$798 +2 +0.3%
HCM
3073
Howard Capital Management
Georgia
$237K +$231K +580 New
AL
3074
ACAS LLC
California
$237K -$25.9K -65 -10%
PIAS
3075
PCA Investment Advisory Services
Ohio
$236K +$230K +576 New
121 122
123
124 125