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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
3376
SWS Partners
Ohio
$383K -$109K -197 -23%
MCWA
3377
Meadow Creek Wealth Advisors
Georgia
$383K +$553 +1 +0.2%
QIM
3378
Quest Investment Management
Oregon
$382K – – –
LB
3379
Legacy Bridge
Iowa
$382K – – –
CCM
3380
Cutler Capital Management
Massachusetts
$379K +$1.11K +2 +0.3%
NHFG
3381
New Harbor Financial Group
Massachusetts
$378K -$686K -1,241 -65%
SA
3382
swisspartners Advisors
Switzerland
$377K – – –
GWSA
3383
Global Wealth Strategies & Associates
Colorado
$377K +$83.5K +151 +30%
C1AG
3384
Client 1st Advisory Group
Florida
$376K +$6.08K +11 +2%
PWM
3385
Partnership Wealth Management
Maryland
$375K -$249K -450 -41%
CI
3386
CPR Investments
Michigan
$375K +$362K +654 New
ACA
3387
Anchor Capital Advisors
Massachusetts
$375K – – –
SMAM
3388
Sugar Maple Asset Management
Wisconsin
$375K – – –
AI
3389
Axos Invest
Nevada
$374K +$361K +652 New
RAM
3390
Ramirez Asset Management
New York
$373K +$27.6K +50 +8%
KB
3391
Kimelman & Baird
New York
$372K – – –
CIA
3392
Cascade Investment Advisors
Oregon
$371K +$8.85K +16 +3%
SPW
3393
Sonoma Private Wealth
California
$371K -$70.8K -128 -17%
SWA
3394
ShankerValleau Wealth Advisors
Illinois
$371K – – –
EFIC
3395
Eliot Finkel Investment Counsel
California
$370K – – –
TPCM
3396
Templeton & Phillips Capital Management
Tennessee
$370K – – –
DIM
3397
DLK Investment Management
California
$369K +$92.3K +167 +35%
CCMI
3398
Creative Capital Management Investments
California
$368K – – –
TWP
3399
Total Wealth Planning
Ohio
$368K -$286K -517 -45%
MRCM
3400
M&R Capital Management
New Jersey
$367K +$40.9K +74 +13%
134 135
136
137 138