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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3526
Mascoma Wealth Management
New Hampshire
$239K – – –
WCM
3527
Whitener Capital Management
North Carolina
$239K – – –
WAS
3528
WESPAC Advisors SoCal
California
$237K -$96.6K -194 -30%
HIM
3529
Hanlon Investment Management
New Jersey
$237K – – –
LAM
3530
LifePro Asset Management
California
$236K -$14.4K -29 -6%
PC
3531
Pecaut & Co
Iowa
$236K – – –
KCM
3532
Kathmere Capital Management
Pennsylvania
$236K -$498 -1 -0.2%
AWP
3533
Atlas Wealth Partners
Pennsylvania
$236K -$11K -22 -5%
SF
3534
Schaeffer Financial
Maryland
$236K -$7.97K -16 -3%
DI
3535
Diligent Investors
California
$235K +$3.98K +8 +2%
WKWM
3536
Walter & Keenan Wealth Management
Indiana
$234K – – –
SFP
3537
Strategic Financial Partners
Oregon
$234K -$16.9K -34 -7%
OC
3538
OxenFree Capital
Florida
$234K – – –
PCM
3539
Poehling Capital Management
Wisconsin
$234K – – –
NF
3540
Norwood Financial
Pennsylvania
$233K -$62.2K -125 -22%
OWG
3541
Oxford Wealth Group
Florida
$230K +$219K +440 New
KIA
3542
KLR Investment Advisors
Rhode Island
$230K -$1.49K -3 -0.6%
BHPW
3543
Beverly Hills Private Wealth
California
$229K – – –
FWM
3544
Fonville Wealth Management
Virginia
$228K – – –
CNWM
3545
Clay Northam Wealth Management
California
$228K +$2.99K +6 +1%
ISWM
3546
Independent Solutions Wealth Management
New York
$226K +$216K +433 New
CWM
3547
Cabot Wealth Management
Massachusetts
$226K -$312K -626 -59%
SPG
3548
Strategic Planning Group
Utah
$226K +$996 +2 +0.5%
AR
3549
Advisory Research
Illinois
$225K -$1.86M -3,726 -90%
BHWM
3550
Bay Harbor Wealth Management
Maryland
$225K -$34.4K -69 -14%
140 141
142
143 144