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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
3376
Goldstream Capital Management
Hong Kong
$310K -$2.23M -5,000 -88%
BMD
3377
Better Money Decisions
New Mexico
$310K -$2.67K -6 -0.9%
DIA
3378
Davidson Investment Advisors
Montana
$310K -$1.36M -3,048 -82%
XWM
3379
Xcel Wealth Management
Florida
$309K +$290K +650 New
ARG
3380
Advisory Resource Group
Oklahoma
$308K – – –
GA
3381
Greytown Advisors
Florida
$308K +$47.2K +106 +20%
WAS
3382
WESPAC Advisors SoCal
California
$308K +$2.23K +5 +0.8%
LB
3383
Legacy Bridge
Iowa
$308K – – –
EFIC
3384
Eliot Finkel Investment Counsel
California
$307K – – –
VFIC
3385
Valley Forge Investment Consultants
Pennsylvania
$306K – – –
AIM
3386
Astor Investment Management
Illinois
$305K -$88.6K -199 -24%
SPC
3387
Stewart & Patten Company
California
$305K +$58.4K +131 +26%
FSG
3388
Financial Strategies Group
Michigan
$305K – – –
CIA
3389
Cascade Investment Advisors
Oregon
$302K +$26.7K +60 +10%
MAG
3390
Mayfair Advisory Group
Alabama
$300K – – –
BST
3391
Bath Savings Trust
Maine
$300K -$7.57K -17 -3%
DW
3392
Dodds Wealth
Colorado
$299K +$281K +630 New
GG
3393
Greenwood Gearhart
Arkansas
$298K – – –
SW
3394
Solidarity Wealth
Utah
$297K -$125K -280 -31%
MCM
3395
Makena Capital Management
California
$297K +$278K +625 New
CFG
3396
CKW Financial Group
Hawaii
$297K +$2.67K +6 +1%
PD
3397
Planning Directions
Pennsylvania
$296K – – –
PW
3398
Peninsula Wealth
California
$296K – – –
ARA
3399
Alexander Randolph Advisory
Virginia
$296K +$277K +622 New
HWM
3400
HRC Wealth Management
Idaho
$296K +$277K +622 New
134 135
136
137 138