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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3176
Ariadne Wealth Management
California
$897K +$87.2K +136 +11%
SP
3177
Symmetry Partners
Connecticut
$894K -$306K -477 -26%
CH
3178
Canton Hathaway
Rhode Island
$893K – – –
GWMIA
3179
Global Wealth Management Investment Advisory
Florida
$893K +$186K +290 +28%
RCP
3180
Rothschild Capital Partners
New York
$891K -$2.56K -4 -0.3%
CBTWT
3181
Community Bank & Trust (Waco, Texas)
Texas
$889K -$16K -25 -2%
IAG
3182
Ipsen Advisor Group
Arkansas
$889K -$134K -209 -14%
SWGC
3183
Summit Wealth Group (Colorado)
Colorado
$888K +$92.3K +144 +7%
MIM
3184
Moseley Investment Management
Florida
$888K +$78.2K +122 +10%
MCM
3185
Monument Capital Management
Virginia
$887K -$96.2K -150 -10%
MWM
3186
Mascoma Wealth Management
New Hampshire
$884K +$558K +871 +191%
F8IS
3187
Figure 8 Investment Strategies
Idaho
$883K -$32.1K -50 -4%
LKBC
3188
L.K. Benson & Company
Maryland
$882K – – –
PM
3189
Phraction Management
Connecticut
$882K – – –
RIM
3190
RW Investment Management
Idaho
$880K – – –
GOCP
3191
Great Oak Capital Partners
Massachusetts
$876K -$154K -240 -15%
MSFP
3192
Mark Sheptoff Financial Planning
Connecticut
$873K – – –
LBWM
3193
Left Brain Wealth Management
Illinois
$870K – – –
SP
3194
Sequent Planning
Nebraska
$869K -$1.28K -2 -0.2%
PCM
3195
Pointe Capital Management
Michigan
$869K +$110K +171 +15%
FCI
3196
Financial Counselors Inc
Kansas
$867K +$89.1K +139 +12%
DOA
3197
D'Orazio & Associates
Virginia
$865K – – –
SG
3198
Stanich Group
New York
$865K +$16.7K +26 +2%
FMN
3199
Financial Management Network
California
$865K -$14.1K -22 -2%
HKAM
3200
Horizon Kinetics Asset Management
New York
$862K -$22.4K -35 -3%
126 127
128
129 130