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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
3401
William Mack & Associates
Michigan
$837K -$47.6K -70 -5%
4WM
3402
4J Wealth Management
Virginia
$837K – – –
TLFA
3403
True Link Financial Advisors
California
$836K -$32.6K -48 -4%
KGP
3404
Keystone Global Partners
Colorado
$835K – – –
RCM
3405
Requisite Capital Management
Texas
$835K +$7.48K +11 +0.9%
MWA
3406
Martel Wealth Advisors
Washington
$834K -$753K -1,107 -46%
SWM
3407
Seaside Wealth Management
California
$833K -$10.2K -15 -1%
JBA
3408
Johnson Bixby & Associates
Washington
$832K -$10.9K -16 -1%
FCI
3409
Financial Counselors Inc
Kansas
$831K – – –
CIG
3410
Cascade Investment Group
Colorado
$829K -$10.2K -15 -1%
AIA
3411
Allied Investment Advisors
Montana
$828K +$3.4K +5 +0.4%
CMBA
3412
C.M. Bidwell & Associates
Hawaii
$825K – – –
WFS
3413
Weitzel Financial Services
Iowa
$825K +$680 +1 +0.1%
VCM
3414
Versant Capital Management
Arizona
$824K +$137K +201 +19%
FDG
3415
Financial Discovery Group
Georgia
$821K +$859K +1,263 New
LJCM
3416
Lee Johnson Capital Management
Texas
$821K – – –
GLR
3417
Great Lakes Retirement
Ohio
$820K -$18.4K -27 -2%
ELM
3418
Elite Life Management
Florida
$820K +$1.36K +2 +0.2%
SCM
3419
Stonehearth Capital Management
Massachusetts
$819K – – –
SW
3420
SMART Wealth
Nebraska
$817K -$73.4K -108 -8%
MCM
3421
Monarch Capital Management
Indiana
$816K – – –
AFM
3422
Abbot Financial Management
Massachusetts
$816K -$54.4K -80 -6%
CNB
3423
Camden National Bank
Maine
$815K -$105K -154 -11%
6F
3424
626 Financial
Michigan
$815K -$272K -400 -24%
RL
3425
Rogco LP
Oklahoma
$812K +$36.7K +54 +5%
135 136
137
138 139