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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
3526
Hanlon Investment Management
New Jersey
$237K – – –
LAM
3527
LifePro Asset Management
California
$236K -$14.4K -29 -6%
PC
3528
Pecaut & Co
Iowa
$236K – – –
KCM
3529
Kathmere Capital Management
Pennsylvania
$236K -$498 -1 -0.2%
AWP
3530
Atlas Wealth Partners
Pennsylvania
$236K -$11K -22 -5%
SF
3531
Schaeffer Financial
Maryland
$236K -$7.97K -16 -3%
DI
3532
Diligent Investors
California
$235K +$3.98K +8 +2%
WKWM
3533
Walter & Keenan Wealth Management
Indiana
$234K – – –
SFP
3534
Strategic Financial Partners
Oregon
$234K -$16.9K -34 -7%
OC
3535
OxenFree Capital
Florida
$234K – – –
PCM
3536
Poehling Capital Management
Wisconsin
$234K – – –
NF
3537
Norwood Financial
Pennsylvania
$233K -$62.2K -125 -22%
OWG
3538
Oxford Wealth Group
Florida
$230K +$219K +440 New
KIA
3539
KLR Investment Advisors
Rhode Island
$230K -$1.49K -3 -0.6%
BHPW
3540
Beverly Hills Private Wealth
California
$229K – – –
FWM
3541
Fonville Wealth Management
Virginia
$228K – – –
CNWM
3542
Clay Northam Wealth Management
California
$228K +$2.99K +6 +1%
ISWM
3543
Independent Solutions Wealth Management
New York
$226K +$216K +433 New
CWM
3544
Cabot Wealth Management
Massachusetts
$226K -$312K -626 -59%
SPG
3545
Strategic Planning Group
Utah
$226K +$996 +2 +0.5%
AR
3546
Advisory Research
Illinois
$225K -$1.86M -3,726 -90%
BHWM
3547
Bay Harbor Wealth Management
Maryland
$225K -$34.4K -69 -14%
RA
3548
Riversedge Advisors
Delaware
$225K +$498 +1 +0.2%
ADIM
3549
Alpha DNA Investment Management
Maryland
$224K +$30.4K +61 +17%
CIM
3550
Contravisory Investment Management
Massachusetts
$223K -$1.47M -2,959 -87%
140 141
142
143 144