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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HHWM
3201
Hiley Hunt Wealth Management
Nebraska
$734K -$448K -762 -37%
MSFP
3202
Mark Sheptoff Financial Planning
Connecticut
$733K -$432K -735 -36%
FB
3203
First Bancorp
Maine
$731K +$37K +63 +5%
ABWM
3204
Alpine Bank Wealth Management
Colorado
$731K +$768K +1,307 New
LBWM
3205
Left Brain Wealth Management
Illinois
$731K – – –
SCP
3206
Stevens Capital Partners
Nebraska
$729K -$198K -337 -21%
KAM
3207
Kraft Asset Management
Tennessee
$728K -$21.7K -37 -3%
MF
3208
Manuka Financial
Virginia
$728K – – –
DWM
3209
Drive Wealth Management
Utah
$728K +$3.53K +6 +0.5%
VFPW
3210
Vantage Financial Partners (Wisconsin)
Wisconsin
$727K -$57.6K -98 -7%
FWM
3211
FSA Wealth Management
Massachusetts
$727K +$2.94K +5 +0.4%
DOA
3212
D'Orazio & Associates
Virginia
$726K – – –
AR
3213
Apeiron RIA
Texas
$726K +$38.2K +65 +5%
WTFG
3214
Wells Trecaso Financial Group
Ohio
$726K – – –
BFG
3215
Beacon Financial Group
Texas
$724K -$67.6K -115 -8%
CIG
3216
Cascade Investment Group
Colorado
$724K – – –
SIA
3217
Strategic Investment Advisors
Michigan
$723K -$52.3K -89 -6%
4WM
3218
4J Wealth Management
Virginia
$720K – – –
SCM
3219
Stonehearth Capital Management
Massachusetts
$720K +$16.5K +28 +2%
KGP
3220
Keystone Global Partners
Colorado
$720K +$756K +1,286 New
FWM
3221
Finer Wealth Management
Massachusetts
$720K -$68.8K -117 -8%
1CP
3222
17 Capital Partners
Arizona
$719K -$839K -1,428 -53%
CMBA
3223
C.M. Bidwell & Associates
Hawaii
$719K – – –
SLA
3224
Silver Lake Advisory
Utah
$719K +$1.76K +3 +0.2%
VFG
3225
Valley Financial Group
Pennsylvania
$718K +$12.9K +22 +2%
127 128
129
130 131