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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
3201
Financial Sense Advisors
California
$214K +$87.2K +196 +64%
BHWM
3202
Bay Harbor Wealth Management
Maryland
$213K -$445 -1 -0.2%
WAG
3203
Windsor Advisory Group
Ohio
$213K +$8.89K +20 +4%
HIM
3204
Harbour Investment Management
Washington
$213K – – –
FTDI
3205
First Trust Direct Indexing
Massachusetts
$212K +$445 +1 +0.2%
RIM
3206
Redwood Investment Management
Arizona
$212K +$221K +497 New
CIAS
3207
CBIZ Investment Advisory Services
Ohio
$212K – – –
MCM
3208
McRae Capital Management
New Jersey
$209K -$10.2K -23 -4%
V
3209
ViaWealth
Kansas
$209K – – –
SCA
3210
Stillwater Capital Advisors
Pennsylvania
$208K – – –
WWG
3211
West Wealth Group
California
$208K +$890 +2 +0.4%
WMS
3212
Wealth Management Solutions
Pennsylvania
$207K -$7.12K -16 -3%
FA
3213
Faithward Advisors
Pennsylvania
$206K +$208K +468 New
SFP
3214
Strategic Financial Partners
Oregon
$206K – – –
BC
3215
Blackhill Capital
New Jersey
$204K – – –
JC
3216
JB Capital
Connecticut
$204K +$4.45K +10 +2%
PIAS
3217
PCA Investment Advisory Services
Ohio
$204K +$445 +1 +0.2%
AFC
3218
Adaptive Financial Consulting
Ohio
$203K – – –
SC
3219
Schulhoff & Co
Ohio
$203K – – –
DAC
3220
Dividend Assets Capital
South Carolina
$203K +$82.7K +186 +64%
CNB
3221
Camden National Bank
Maine
$202K -$3.11K -7 -1%
CMP
3222
Coston McIsaac & Partners
Maine
$202K +$89.8K +202 +74%
GWSA
3223
Global Wealth Strategies & Associates
Colorado
$200K +$30.7K +69 +17%
BOC
3224
Bull Oak Capital
California
$200K +$208K +468 New
MWM
3225
Mascoma Wealth Management
New Hampshire
$195K +$6.23K +14 +3%
127 128
129
130 131