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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
3201
4J Wealth Management
Virginia
$857K – – –
KGP
3202
Keystone Global Partners
Colorado
$855K – – –
SGI
3203
Summit Global Investments
Utah
$853K +$231K +361 +39%
FNA
3204
First National Advisers
Nebraska
$851K -$3.85K -6 -0.5%
SFS
3205
Solitude Financial Services
Virginia
$850K -$61.6M -96,125 -99%
AA
3206
Aufman Associates
Pennsylvania
$849K -$21.8K -34 -3%
BBNB
3207
Baker Boyer National Bank
Washington
$848K -$3.21K -5 -0.4%
SIA
3208
Stegner Investment Associates
Kentucky
$848K +$641 +1 +0.1%
HP
3209
Hilltop Partners
Indiana
$846K -$40.4K -63 -5%
CMBA
3210
C.M. Bidwell & Associates
Hawaii
$845K – – –
ATIA
3211
American Trust Investment Advisors
New Hampshire
$844K – – –
PSB
3212
Piscataqua Savings Bank
New Hampshire
$844K +$19.2K +30 +2%
FWM
3213
Finer Wealth Management
Massachusetts
$844K -$14.1K -22 -2%
C1AG
3214
Client 1st Advisory Group
Florida
$842K +$32.1K +50 +4%
WAM
3215
Walker Asset Management
Missouri
$841K +$60.9K +95 +8%
LJCM
3216
Lee Johnson Capital Management
Texas
$841K +$203K +316 +33%
HHWM
3217
Hiley Hunt Wealth Management
Nebraska
$839K -$950K -1,482 -54%
CFAM
3218
Center For Asset Management
Florida
$839K -$32.1K -50 -4%
SCM
3219
Stonehearth Capital Management
Massachusetts
$839K – – –
BI
3220
Ballast Inc
Kentucky
$838K +$12.8K +20 +2%
MCM
3221
Monarch Capital Management
Indiana
$836K – – –
IAP
3222
Indie Asset Partners
Indiana
$836K +$16K +25 +2%
DFP
3223
Defined Financial Planning
California
$835K +$796K +1,241 New
WTFG
3224
Wells Trecaso Financial Group
Ohio
$833K -$23.7K -37 -3%
S4W
3225
Solutions 4 Wealth
Texas
$832K +$73.1K +114 +10%
127 128
129
130 131