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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
QIM
3076
Quest Investment Management
Oregon
$285K – – –
OAM
3077
Oak Asset Management
California
$284K – – –
CCT
3078
Chemung Canal Trust
New York
$284K – – –
PSP
3079
Pacific Sage Partners
Washington
$283K – – –
BMD
3080
Better Money Decisions
New Mexico
$282K -$346K -777 -54%
MI
3081
Moneywise Inc
Virginia
$280K +$291K +655 New
MWA
3082
Miller Wealth Advisors
Colorado
$279K +$1.33K +3 +0.5%
PSF
3083
Pacific Sun Financial
California
$279K -$20.5K -46 -7%
HIF
3084
Hill Island Financial
Michigan
$278K – – –
RW
3085
RVW Wealth
California
$278K +$35.6K +80 +14%
ARG
3086
Advisory Resource Group
Oklahoma
$277K +$289K +649 New
BST
3087
Bath Savings Trust
Maine
$277K -$8.01K -18 -3%
LB
3088
Legacy Bridge
Iowa
$277K – – –
MAG
3089
Mayfair Advisory Group
Alabama
$276K -$47.6K -107 -14%
EFIC
3090
Eliot Finkel Investment Counsel
California
$276K +$287K +645 New
JWM
3091
JGP Wealth Management
Oregon
$275K +$17.8K +40 +7%
ES
3092
ETF Store
Kansas
$275K +$285K +640 New
OFA
3093
Oak Family Advisors
Illinois
$275K -$17.3K -39 -6%
LGG
3094
Luts & Greenleigh Group
Maryland
$275K +$286K +643 New
VFIC
3095
Valley Forge Investment Consultants
Pennsylvania
$275K -$182K -410 -39%
WAS
3096
WESPAC Advisors SoCal
California
$275K +$286K +643 New
FSG
3097
Financial Strategies Group
Michigan
$274K -$41.8K -94 -13%
DTC
3098
Davidson Trust Company
Washington
$272K +$39.1K +88 +16%
BSWM
3099
Boston Standard Wealth Management
Massachusetts
$272K +$283K +637 New
GWMIA
3100
Global Wealth Management Investment Advisory
Florida
$271K +$4K +9 +1%
122 123
124
125 126