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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MAMG
3226
Milestone Asset Management Group
Connecticut
$1.16M -$725 -1 -0.1%
JGC
3227
J. Goldman & Co
New York
$1.16M -$2.8M -3,864 -71%
ZWA
3228
Zinnia Wealth Advisory
Florida
$1.16M +$668K +921 +147%
RCG
3229
Ridge Creek Global
Ohio
$1.15M -$141K -195 -11%
MKW
3230
Mullaney, Keating & Wright
Connecticut
$1.15M +$41.3K +57 +4%
LFA
3231
LifeGuide Financial Advisors
Pennsylvania
$1.15M +$131K +181 +13%
SFS
3232
Strategic Financial Services
New York
$1.15M -$72.5K -100 -6%
CFM
3233
Cornerstone Financial Management
Massachusetts
$1.15M -$289K -399 -21%
LFS
3234
Lighthouse Financial Services
California
$1.15M +$440K +607 +65%
FMTCOCP
3235
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.15M -$104K -143 -8%
CPWM
3236
Cypress Point Wealth Management
Texas
$1.14M -$207K -285 -16%
HWMG
3237
Hurlow Wealth Management Group
Indiana
$1.14M -$2.17K -3 -0.2%
IWC
3238
Infinity Wealth Counsel
Ohio
$1.14M -$32.6K -45 -3%
BLFG
3239
Brian Low Financial Group
Louisiana
$1.14M +$101K +139 +10%
PNFS
3240
PW Nova Financial Services
Pennsylvania
$1.14M -$12.3K -17 -1%
WA
3241
Wealthstar Advisors
Texas
$1.14M +$18.9K +26 +2%
PF
3242
Prosperitas Financial
California
$1.14M -$116K -160 -10%
BCM
3243
Bourgeon Capital Management
Connecticut
$1.14M -$2.64M -3,647 -71%
CL
3244
CIM LLC
New York
$1.13M – – –
BS
3245
BCI Securities
Florida
$1.13M -$12.3K -17 -1%
MA
3246
MBA Advisors
Pennsylvania
$1.13M +$9.43K +13 +0.9%
EWM
3247
Elite Wealth Management
Washington
$1.13M -$341K -470 -24%
TBC
3248
Ted Buchan & Co
California
$1.13M -$11.6K -16 -1%
GK
3249
Graney & King
New York
$1.13M -$17.4K -24 -2%
BWM
3250
Bosman Wealth Management
California
$1.13M – – –
128 129
130
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