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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3151
Chicago Wealth Management
Illinois
$502K +$482K +921 New
ACIM
3152
Azimuth Capital Investment Management
Michigan
$501K +$4.71K +9 +1%
NC
3153
Napatree Capital
Rhode Island
$501K +$24.6K +47 +5%
AIA
3154
Allied Investment Advisors
Montana
$500K +$192K +367 +66%
ZIG
3155
Zullo Investment Group
Pennsylvania
$499K +$13.1K +25 +3%
CCM
3156
Coerente Capital Management
Ontario, Canada
$498K – – –
WA
3157
Waterford Advisors
New York
$497K – – –
TPW
3158
Transatlantique Private Wealth
New York
$497K – – –
KA
3159
Kooman & Associates
Pennsylvania
$497K +$478K +913 New
HI
3160
Hudock Inc
Pennsylvania
$496K +$1.05K +2 +0.2%
MAM
3161
MWA Asset Management
Massachusetts
$495K -$3.66K -7 -0.8%
XWM
3162
Xcel Wealth Management
Florida
$495K -$4.71K -9 -1%
WIP
3163
WealthCare Investment Partners
Rhode Island
$495K +$22K +42 +5%
KFSC
3164
Keystone Financial Services (Colorado)
Colorado
$494K -$17.3K -33 -4%
TC
3165
Trust Company
Kansas
$494K – – –
SCM
3166
Stonehearth Capital Management
Massachusetts
$493K – – –
MG
3167
Marex Group
$490K -$57.6M -110,000 -99%
SWM
3168
Silverlake Wealth Management
Vermont
$487K +$23.6K +45 +5%
LCOV
3169
London Company of Virginia
Virginia
$486K -$800K -1,529 -63%
MAC
3170
Mason & Associates (California)
California
$485K -$36.6K -70 -7%
TFP
3171
Triune Financial Partners
Kansas
$485K +$1.05K +2 +0.2%
HIF
3172
Hill Island Financial
Michigan
$484K +$262K +501 +129%
SP
3173
Stonebrook Private
Michigan
$483K -$139K -266 -23%
GWP
3174
Gen-Wealth Partners
Michigan
$483K -$38.2K -73 -8%
MCM
3175
Mainstay Capital Management
Michigan
$483K +$465K +888 New
125 126
127
128 129