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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
3376
Davidson Investment Advisors
Montana
$310K -$1.36M -3,048 -82%
XWM
3377
Xcel Wealth Management
Florida
$309K +$290K +650 New
ARG
3378
Advisory Resource Group
Oklahoma
$308K – – –
GA
3379
Greytown Advisors
Florida
$308K +$47.2K +106 +20%
WAS
3380
WESPAC Advisors SoCal
California
$308K +$2.23K +5 +0.8%
LB
3381
Legacy Bridge
Iowa
$308K – – –
EFIC
3382
Eliot Finkel Investment Counsel
California
$307K – – –
VFIC
3383
Valley Forge Investment Consultants
Pennsylvania
$306K – – –
AIM
3384
Astor Investment Management
Illinois
$305K -$88.6K -199 -24%
SPC
3385
Stewart & Patten Company
California
$305K +$58.4K +131 +26%
FSG
3386
Financial Strategies Group
Michigan
$305K – – –
CIA
3387
Cascade Investment Advisors
Oregon
$302K +$26.7K +60 +10%
MAG
3388
Mayfair Advisory Group
Alabama
$300K – – –
BST
3389
Bath Savings Trust
Maine
$300K -$7.57K -17 -3%
DW
3390
Dodds Wealth
Colorado
$299K +$281K +630 New
GG
3391
Greenwood Gearhart
Arkansas
$298K – – –
SW
3392
Solidarity Wealth
Utah
$297K -$125K -280 -31%
MCM
3393
Makena Capital Management
California
$297K +$278K +625 New
CFG
3394
CKW Financial Group
Hawaii
$297K +$2.67K +6 +1%
PD
3395
Planning Directions
Pennsylvania
$296K – – –
PW
3396
Peninsula Wealth
California
$296K – – –
ARA
3397
Alexander Randolph Advisory
Virginia
$296K +$277K +622 New
HWM
3398
HRC Wealth Management
Idaho
$296K +$277K +622 New
CNBT
3399
Cornerstone National Bank & Trust
Illinois
$295K – – –
PWS
3400
Peloton Wealth Strategists
Indiana
$295K – – –
134 135
136
137 138