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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
3526
Adaptive Financial Consulting
Ohio
$226K – – –
SC
3527
Schulhoff & Co
Ohio
$226K – – –
C1AG
3528
Client 1st Advisory Group
Florida
$225K +$211K +474 New
BMO
3529
Beck Mack & Oliver
New York
$225K -$601K -1,350 -74%
PWMG
3530
Private Wealth Management Group
New Jersey
$225K +$211K +473 New
CSC
3531
Caldwell Sutter Capital
California
$224K +$93.5K +210 +80%
MWA
3532
Muirfield Wealth Advisors
North Carolina
$224K +$209K +470 New
MA
3533
Menlo Advisors
California
$223K -$223K -500 -52%
SCI
3534
Stableford Capital II
Arizona
$222K +$208K +467 New
SF
3535
Schaeffer Financial
Maryland
$222K +$208K +467 New
PIA
3536
Pinion Investment Advisors
Kansas
$222K -$53.9K -121 -21%
YIH
3537
Y-Intercept (HK)
Hong Kong
$221K +$207K +464 New
KIA
3538
KLR Investment Advisors
Rhode Island
$220K +$206K +462 New
KIG
3539
Kennedy Investment Group
New Jersey
$218K +$204K +459 New
GWSA
3540
Global Wealth Strategies & Associates
Colorado
$218K -$4.01K -9 -2%
MWM
3541
Mascoma Wealth Management
New Hampshire
$217K – – –
WCM
3542
Whitener Capital Management
North Carolina
$217K +$203K +456 New
HIM
3543
Hanlon Investment Management
New Jersey
$215K +$202K +453 New
MAM
3544
Mystic Asset Management
Rhode Island
$215K +$202K +453 New
LWMNY
3545
Landmark Wealth Management (New York)
New York
$215K +$202K +453 New
KCM
3546
Kathmere Capital Management
Pennsylvania
$215K +$201K +452 New
PC
3547
Pecaut & Co
Iowa
$215K +$201K +452 New
WKWM
3548
Walter & Keenan Wealth Management
Indiana
$213K +$200K +448 New
OC
3549
OxenFree Capital
Florida
$212K +$199K +447 New
PCM
3550
Poehling Capital Management
Wisconsin
$212K +$199K +447 New
140 141
142
143 144