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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WH
3301
Whitcomb & Hess
Ohio
$759K +$171K +266 +30%
FA
3302
FC Advisory
Pennsylvania
$757K -$26.3K -41 -3%
MA
3303
Maxele Advisors
Missouri
$756K -$73.7K -115 -9%
TIAM2
3304
Tru Independence Asset Management 2
Oregon
$756K – – –
IWA
3305
IVC Wealth Advisors
Pennsylvania
$755K +$641 +1 +0.1%
BST
3306
Bath Savings Trust
Maine
$752K -$12.8K -20 -2%
NQWM
3307
Northwest Quadrant Wealth Management
Oregon
$751K -$20.5K -32 -3%
MAM
3308
Marotta Asset Management
Virginia
$751K -$34K -53 -5%
SMG
3309
Smart Money Group
Texas
$751K -$131K -204 -15%
BCFS
3310
Butensky & Cohen Financial Security
Florida
$750K -$5.13K -8 -0.7%
FF
3311
Financial Futures
New Jersey
$749K – – –
BWIA
3312
Bryant Woods Investment Advisors
New York
$749K -$4.49K -7 -0.6%
CWM
3313
Certus Wealth Management
California
$749K – – –
NC
3314
NovaPoint Capital
Georgia
$745K +$717K +1,118 New
EF
3315
Exeter Financial
Arizona
$745K – – –
EFH
3316
Eaton Financial Holdings
Florida
$742K +$2.56K +4 +0.4%
TLFA
3317
True Link Financial Advisors
California
$742K +$80.1K +125 +13%
AFA
3318
Avant Financial Advisors
Texas
$741K – – –
AIC
3319
Allodium Investment Consultants
Minnesota
$741K – – –
SL
3320
SWMG LLC
Texas
$740K +$4.49K +7 +0.6%
BBA
3321
Braun-Bostich & Associates
Pennsylvania
$739K -$15.4K -24 -2%
STCOSD
3322
Sageworth Trust Company of South Dakota
South Dakota
$739K – – –
IWB
3323
Innovative Wealth Building
Maryland
$739K -$13.5K -21 -2%
AIA
3324
Accelerate Investment Advisors
California
$739K +$6.41K +10 +0.9%
HG
3325
Harbor Group
New Hampshire
$738K +$1.28K +2 +0.2%
131 132
133
134 135