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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
3201
McGlone Suttner Wealth Management
Wisconsin
$512K +$1.66K +3 +0.3%
RP
3202
Rowlandmiller & Partners
Georgia
$512K +$29.9K +54 +6%
TFF
3203
The Family Firm
Maryland
$511K -$39.3K -71 -7%
EBA
3204
Eagle Bay Advisors
New York
$511K +$9.4K +17 +2%
GWWM
3205
Great Waters Wealth Management
Minnesota
$511K +$1.11K +2 +0.2%
CLA
3206
Carnegie Lake Advisors
New Jersey
$510K +$492K +889 New
SRC
3207
Shufro Rose & Co
New York
$509K – – –
MAC
3208
Mason & Associates (California)
California
$508K -$3.87K -7 -0.8%
KMWM
3209
Keudell/Morrison Wealth Management
Oregon
$505K +$13.8K +25 +3%
AG
3210
Advocate Group
Minnesota
$504K – – –
EPWM
3211
Essex Private Wealth Management
Massachusetts
$504K – – –
OFS
3212
Orrstown Financial Services
Pennsylvania
$501K +$483K +874 New
BZWA
3213
Blue Zone Wealth Advisors
California
$499K +$14.4K +26 +3%
HA
3214
Herold Advisors
New York
$498K +$176K +319 +58%
SWM
3215
Salvus Wealth Management
New Jersey
$497K +$90.7K +164 +23%
FF
3216
Farrow Financial
Vermont
$496K -$82.9K -150 -15%
DC
3217
DeDora Capital
California
$491K – – –
WAM
3218
Walker Asset Management
Missouri
$491K – – –
CCT
3219
Chemung Canal Trust
New York
$491K +$106K +191 +29%
JAFL
3220
Jay A. Fishman Ltd
Michigan
$491K – – –
CB
3221
Chris Bulman
California
$490K -$6.08K -11 -1%
GCM
3222
Goldstream Capital Management
Hong Kong
$490K +$111K +200 +31%
BWG
3223
Balanced Wealth Group
Ohio
$490K +$1.11K +2 +0.2%
TI
3224
TTP Investments
California
$489K -$6.11M -11,044 -93%
AWMS
3225
Advocacy Wealth Management Services
Georgia
$489K – – –
127 128
129
130 131