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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
3301
IVC Wealth Advisors
Pennsylvania
$755K +$641 +1 +0.1%
BST
3302
Bath Savings Trust
Maine
$752K -$12.8K -20 -2%
NQWM
3303
Northwest Quadrant Wealth Management
Oregon
$751K -$20.5K -32 -3%
MAM
3304
Marotta Asset Management
Virginia
$751K -$34K -53 -5%
SMG
3305
Smart Money Group
Texas
$751K -$131K -204 -15%
BCFS
3306
Butensky & Cohen Financial Security
Florida
$750K -$5.13K -8 -0.7%
FF
3307
Financial Futures
New Jersey
$749K – – –
BWIA
3308
Bryant Woods Investment Advisors
New York
$749K -$4.49K -7 -0.6%
CWM
3309
Certus Wealth Management
California
$749K – – –
NC
3310
NovaPoint Capital
Georgia
$745K +$717K +1,118 New
EF
3311
Exeter Financial
Arizona
$745K – – –
EFH
3312
Eaton Financial Holdings
Florida
$742K +$2.56K +4 +0.4%
TLFA
3313
True Link Financial Advisors
California
$742K +$80.1K +125 +13%
AFA
3314
Avant Financial Advisors
Texas
$741K – – –
AIC
3315
Allodium Investment Consultants
Minnesota
$741K – – –
SL
3316
SWMG LLC
Texas
$740K +$4.49K +7 +0.6%
BBA
3317
Braun-Bostich & Associates
Pennsylvania
$739K -$15.4K -24 -2%
STCOSD
3318
Sageworth Trust Company of South Dakota
South Dakota
$739K – – –
IWB
3319
Innovative Wealth Building
Maryland
$739K -$13.5K -21 -2%
AIA
3320
Accelerate Investment Advisors
California
$739K +$6.41K +10 +0.9%
HG
3321
Harbor Group
New Hampshire
$738K +$1.28K +2 +0.2%
MCIA
3322
Mountain Capital Investment Advisors
Colorado
$737K +$707K +1,103 New
CWA
3323
Choice Wealth Advisors
Maine
$737K +$1.28K +2 +0.2%
RWRC
3324
R.W. Roge & Company
New York
$736K – – –
ELM
3325
Elite Life Management
Florida
$732K +$5.77K +9 +0.8%
131 132
133
134 135