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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
ECA
3151
Elevated Capital Advisors
Utah
$211K +$212K +552 New
AMG
3152
Advisors Management Group
Wisconsin
$211K +$212K +552 New
APWM
3153
Atlas Private Wealth Management
New York
$211K +$212K +551 New
LA
3154
Lynch & Associates
Indiana
$210K +$211K +550 New
PIA
3155
Pinion Investment Advisors
Kansas
$210K +$211K +549 New
DTC
3156
Davidson Trust Company
Washington
$210K +$211K +549 New
SWA
3157
ShankerValleau Wealth Advisors
Illinois
$209K +$210K +547 New
CWA
3158
CJM Wealth Advisers
Virginia
$209K +$210K +547 New
DEM
3159
Disciplined Equity Management
Florida
$209K – – –
TPWM
3160
Twelve Points Wealth Management
Massachusetts
$209K -$15.8K -41 -7%
CIA
3161
Cascade Investment Advisors
Oregon
$207K +$3.84K +10 +2%
KFS
3162
Kurt F. Somerville
$207K -$238K -620 -53%
PCM
3163
Presidio Capital Management
California
$206K -$15.8K -41 -7%
AFA
3164
Alpha Financial Advisors
North Carolina
$205K +$206K +537 New
GA
3165
Greytown Advisors
Florida
$205K -$144K -374 -41%
LWP
3166
Lumature Wealth Partners
Georgia
$205K – – –
CIA
3167
CCM Investment Advisers
South Carolina
$205K +$206K +535 New
4WM
3168
44 Wealth Management
Oregon
$204K +$205K +534 New
CSI
3169
Cross Staff Investments
New York
$204K -$126K -329 -38%
CIA
3170
ClearBridge Investments (Australia)
Australia
$204K +$205K +533 New
MA
3171
MJP Associates
Connecticut
$204K -$58K -151 -22%
OFA
3172
Oak Family Advisors
Illinois
$203K -$31.9K -83 -14%
WMA
3173
West Michigan Advisors
Michigan
$203K +$204K +530 New
CFG
3174
CKW Financial Group
Hawaii
$202K +$1.92K +5 +1%
NCM
3175
NCM Capital Management
New Jersey
$202K +$203K +529 New
125 126
127
128 129