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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
3126
Independent Solutions Wealth Management
New York
$233K +$220K +525 New
WIP
3127
WealthCare Investment Partners
Rhode Island
$232K +$7.55K +18 +4%
QCIG
3128
Quad-Cities Investment Group
Iowa
$232K -$17.6K -42 -7%
LFA
3129
Level Financial Advisors
New York
$231K – – –
CST
3130
Charles Schwab Trust
Nevada
$231K -$230K -549 -50%
HCM
3131
Highlander Capital Management
New Jersey
$231K – – –
STAS
3132
Strong Tower Advisory Services
Minnesota
$231K +$420 +1 +0.2%
IF
3133
Insight Folios
North Carolina
$230K +$218K +519 New
KC
3134
Kingfisher Capital
North Carolina
$230K +$420 +1 +0.2%
TBC
3135
Ted Buchan & Co
California
$229K – – –
JCM
3136
Jag Capital Management
Missouri
$228K -$134K -320 -38%
4WM
3137
44 Wealth Management
Oregon
$227K -$8.81K -21 -4%
PD
3138
Planning Directions
Pennsylvania
$227K -$71.8K -171 -25%
MCM
3139
McRae Capital Management
New Jersey
$227K -$193K -460 -47%
SPC
3140
Stewart & Patten Company
California
$227K – – –
DR
3141
Davis Rea
Ontario, Canada
$226K – – –
WA
3142
WP Advisors
California
$226K +$839 +2 +0.4%
MC
3143
Matisse Capital
Oregon
$226K +$420 +1 +0.2%
CWM
3144
Cabot Wealth Management
Massachusetts
$226K – – –
TCOK
3145
Trust Company of Kansas
Kansas
$226K – – –
IIM
3146
Ironwood Investment Management
Massachusetts
$225K – – –
KWA
3147
Kellett Wealth Advisors
Ohio
$224K +$839 +2 +0.4%
WMS
3148
Wealth Management Solutions
Pennsylvania
$222K -$65.5K -156 -24%
NPA
3149
Nichols & Pratt Advisers
Massachusetts
$222K -$48.3K -115 -19%
BFS
3150
Bard Financial Services
Connecticut
$222K – – –
124 125
126
127 128