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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TFF
3201
The Family Firm
Maryland
$511K -$39.3K -71 -7%
EBA
3202
Eagle Bay Advisors
New York
$511K +$9.4K +17 +2%
GWWM
3203
Great Waters Wealth Management
Minnesota
$511K +$1.11K +2 +0.2%
CLA
3204
Carnegie Lake Advisors
New Jersey
$510K +$492K +889 New
SRC
3205
Shufro Rose & Co
New York
$509K – – –
MAC
3206
Mason & Associates (California)
California
$508K -$3.87K -7 -0.8%
KMWM
3207
Keudell/Morrison Wealth Management
Oregon
$505K +$13.8K +25 +3%
AG
3208
Advocate Group
Minnesota
$504K – – –
EPWM
3209
Essex Private Wealth Management
Massachusetts
$504K – – –
OFS
3210
Orrstown Financial Services
Pennsylvania
$501K +$483K +874 New
BZWA
3211
Blue Zone Wealth Advisors
California
$499K +$14.4K +26 +3%
HA
3212
Herold Advisors
New York
$498K +$176K +319 +58%
SWM
3213
Salvus Wealth Management
New Jersey
$497K +$90.7K +164 +23%
FF
3214
Farrow Financial
Vermont
$496K -$82.9K -150 -15%
DC
3215
DeDora Capital
California
$491K – – –
WAM
3216
Walker Asset Management
Missouri
$491K – – –
CCT
3217
Chemung Canal Trust
New York
$491K +$106K +191 +29%
JAFL
3218
Jay A. Fishman Ltd
Michigan
$491K – – –
CB
3219
Chris Bulman
California
$490K -$6.08K -11 -1%
GCM
3220
Goldstream Capital Management
Hong Kong
$490K +$111K +200 +31%
BWG
3221
Balanced Wealth Group
Ohio
$490K +$1.11K +2 +0.2%
TI
3222
TTP Investments
California
$489K -$6.11M -11,044 -93%
AWMS
3223
Advocacy Wealth Management Services
Georgia
$489K – – –
MFA
3224
Morling Financial Advisors
California
$489K -$176K -318 -27%
CWA
3225
CJM Wealth Advisers
Virginia
$489K +$50.3K +91 +12%
127 128
129
130 131