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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
3151
Bay Harbor Wealth Management
Maryland
$221K -$8.39K -20 -4%
HIM
3152
Harbour Investment Management
Washington
$220K -$46.2K -110 -18%
FTDI
3153
First Trust Direct Indexing
Massachusetts
$220K +$420 +1 +0.2%
CIAS
3154
CBIZ Investment Advisory Services
Ohio
$219K – – –
CG
3155
Clifford Group
Massachusetts
$217K +$206K +490 New
V
3156
ViaWealth
Kansas
$217K – – –
TPWM
3157
Twelve Points Wealth Management
Massachusetts
$217K -$63.8K -152 -24%
CIS
3158
Continental Investors Services
Washington
$216K +$201K +480 New
SCA
3159
Stillwater Capital Advisors
Pennsylvania
$216K +$204K +487 New
WWG
3160
West Wealth Group
California
$215K +$203K +484 New
NWA
3161
New World Advisors
Massachusetts
$214K +$203K +483 New
SFP
3162
Strategic Financial Partners
Oregon
$213K +$202K +481 New
CNB
3163
Camden National Bank
Maine
$213K +$201K +480 New
BC
3164
Blackhill Capital
New Jersey
$212K – – –
WAG
3165
Windsor Advisory Group
Ohio
$212K -$34K -81 -14%
ERIM
3166
Eagle Ridge Investment Management
Connecticut
$211K -$50.4K -120 -20%
TI
3167
tru Independence
Oregon
$211K +$200K +477 New
PIAS
3168
PCA Investment Advisory Services
Ohio
$211K -$42K -100 -17%
AFC
3169
Adaptive Financial Consulting
Ohio
$211K +$199K +475 New
PPW
3170
Presilium Private Wealth
Pennsylvania
$211K +$199K +475 New
SC
3171
Schulhoff & Co
Ohio
$211K +$199K +475 New
CWA
3172
Canvas Wealth Advisors
Kansas
$210K +$194K +463 New
OFG
3173
Orcam Financial Group
California
$210K +$199K +475 New
HPWA
3174
Hall Private Wealth Advisors
North Carolina
$208K -$10.1K -24 -5%
MA
3175
Menlo Advisors
California
$208K +$197K +470 New
125 126
127
128 129