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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FTIS
3501
First Trust Investment Solutions
Florida
$238K +$223K +500 New
BHWM
3502
Bay Harbor Wealth Management
Maryland
$237K – – –
HIM
3503
Harbour Investment Management
Washington
$236K – – –
PPW
3504
Parcion Private Wealth
Washington
$236K -$3.12K -7 -1%
BWG
3505
Boomfish Wealth Group
Georgia
$236K +$221K +496 New
CIAS
3506
CBIZ Investment Advisory Services
Ohio
$235K – – –
MSF
3507
Mustard Seed Financial
Arkansas
$234K +$220K +493 New
LBC
3508
Lawrence B. Cohen
$233K -$2.35M -5,283 -91%
AWP
3509
Atlas Wealth Partners
Pennsylvania
$233K +$213K +479 New
CIS
3510
Continental Investors Services
Washington
$233K +$218K +490 New
WWG
3511
West Wealth Group
California
$233K +$1.78K +4 +0.8%
MCM
3512
McRae Capital Management
New Jersey
$232K – – –
V
3513
ViaWealth
Kansas
$232K – – –
SC
3514
Schiavi & Co
Delaware
$232K -$12.5K -28 -5%
MWM
3515
Moulton Wealth Management
Washington
$232K +$218K +489 New
SCA
3516
Stillwater Capital Advisors
Pennsylvania
$231K – – –
JC
3517
JB Capital
Connecticut
$230K +$3.56K +8 +2%
LAM
3518
LifePro Asset Management
California
$229K -$14.3K -32 -6%
SFP
3519
Strategic Financial Partners
Oregon
$229K – – –
BC
3520
Blackhill Capital
New Jersey
$227K – – –
RIM
3521
Redwood Investment Management
Arizona
$227K -$8.46K -19 -4%
JSL
3522
JT Stratford LLC
Georgia
$227K +$212K +477 New
RB
3523
Renasant Bank
Mississippi
$227K -$139K -312 -40%
RCM
3524
RMR Capital Management
California
$227K +$212K +476 New
CMP
3525
Coston McIsaac & Partners
Maine
$226K +$445 +1 +0.2%
139 140
141
142 143