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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
C1AG
3526
Client 1st Advisory Group
Florida
$225K +$211K +474 New
BMO
3527
Beck Mack & Oliver
New York
$225K -$601K -1,350 -74%
PWMG
3528
Private Wealth Management Group
New Jersey
$225K +$211K +473 New
CSC
3529
Caldwell Sutter Capital
California
$224K +$93.5K +210 +80%
MWA
3530
Muirfield Wealth Advisors
North Carolina
$224K +$209K +470 New
MA
3531
Menlo Advisors
California
$223K -$223K -500 -52%
SCI
3532
Stableford Capital II
Arizona
$222K +$208K +467 New
SF
3533
Schaeffer Financial
Maryland
$222K +$208K +467 New
PIA
3534
Pinion Investment Advisors
Kansas
$222K -$53.9K -121 -21%
YIH
3535
Y-Intercept (HK)
Hong Kong
$221K +$207K +464 New
KIA
3536
KLR Investment Advisors
Rhode Island
$220K +$206K +462 New
KIG
3537
Kennedy Investment Group
New Jersey
$218K +$204K +459 New
GWSA
3538
Global Wealth Strategies & Associates
Colorado
$218K -$4.01K -9 -2%
MWM
3539
Mascoma Wealth Management
New Hampshire
$217K – – –
WCM
3540
Whitener Capital Management
North Carolina
$217K +$203K +456 New
HIM
3541
Hanlon Investment Management
New Jersey
$215K +$202K +453 New
MAM
3542
Mystic Asset Management
Rhode Island
$215K +$202K +453 New
LWMNY
3543
Landmark Wealth Management (New York)
New York
$215K +$202K +453 New
KCM
3544
Kathmere Capital Management
Pennsylvania
$215K +$201K +452 New
PC
3545
Pecaut & Co
Iowa
$215K +$201K +452 New
WKWM
3546
Walter & Keenan Wealth Management
Indiana
$213K +$200K +448 New
OC
3547
OxenFree Capital
Florida
$212K +$199K +447 New
PCM
3548
Poehling Capital Management
Wisconsin
$212K +$199K +447 New
LAI
3549
Legal Advantage Investments
California
$211K +$198K +444 New
DI
3550
Diligent Investors
California
$210K -$204K -459 -51%
140 141
142
143 144