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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
APWM
3151
Atlas Private Wealth Management
New York
$211K +$212K +551 New
LA
3152
Lynch & Associates
Indiana
$210K +$211K +550 New
PIA
3153
Pinion Investment Advisors
Kansas
$210K +$211K +549 New
DTC
3154
Davidson Trust Company
Washington
$210K +$211K +549 New
SWA
3155
ShankerValleau Wealth Advisors
Illinois
$209K +$210K +547 New
CWA
3156
CJM Wealth Advisers
Virginia
$209K +$210K +547 New
DEM
3157
Disciplined Equity Management
Florida
$209K – – –
TPWM
3158
Twelve Points Wealth Management
Massachusetts
$209K -$15.8K -41 -7%
CIA
3159
Cascade Investment Advisors
Oregon
$207K +$3.84K +10 +2%
KFS
3160
Kurt F. Somerville
$207K -$238K -620 -53%
PCM
3161
Presidio Capital Management
California
$206K -$15.8K -41 -7%
AFA
3162
Alpha Financial Advisors
North Carolina
$205K +$206K +537 New
GA
3163
Greytown Advisors
Florida
$205K -$144K -374 -41%
LWP
3164
Lumature Wealth Partners
Georgia
$205K – – –
CIA
3165
CCM Investment Advisers
South Carolina
$205K +$206K +535 New
4WM
3166
44 Wealth Management
Oregon
$204K +$205K +534 New
CSI
3167
Cross Staff Investments
New York
$204K -$126K -329 -38%
CIA
3168
ClearBridge Investments (Australia)
Australia
$204K +$205K +533 New
MA
3169
MJP Associates
Connecticut
$204K -$58K -151 -22%
OFA
3170
Oak Family Advisors
Illinois
$203K -$31.9K -83 -14%
WMA
3171
West Michigan Advisors
Michigan
$203K +$204K +530 New
CFG
3172
CKW Financial Group
Hawaii
$202K +$1.92K +5 +1%
NCM
3173
NCM Capital Management
New Jersey
$202K +$203K +529 New
SIG
3174
Sargent Investment Group
Maryland
$202K +$203K +527 New
WLPWM
3175
Walled Lake Planning & Wealth Management
Illinois
$201K -$29.6K -77 -13%
125 126
127
128 129