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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3551
Cabot Wealth Management
Massachusetts
$251K +$14.7K +28 +6%
PC
3552
Pecaut & Co
Iowa
$250K +$3.66K +7 +2%
BC
3553
Brio Consultants
California
$249K +$240K +458 New
CSC
3554
Caldwell Sutter Capital
California
$249K – – –
ONSWM
3555
Old North State Wealth Management
North Carolina
$248K -$50.2K -96 -17%
MHI
3556
Miller Howard Investments
New York
$248K -$25.1K -48 -10%
MWM
3557
Mascoma Wealth Management
New Hampshire
$248K – – –
KHC
3558
Koesten Hirschmann & Crabtree
Kansas
$248K – – –
WC
3559
Westhampton Capital
North Carolina
$247K +$238K +454 New
FWM
3560
Fonville Wealth Management
Virginia
$246K +$8.37K +16 +4%
KCM
3561
Kathmere Capital Management
Pennsylvania
$246K – – –
DI
3562
Diligent Investors
California
$245K +$523 +1 +0.2%
GPW
3563
Gentry Private Wealth
Kansas
$245K +$236K +451 New
KIG
3564
Kennedy Investment Group
New Jersey
$245K -$5.76K -11 -2%
SC
3565
Schulhoff & Co
Ohio
$245K -$13.1K -25 -5%
ARG
3566
Advisory Resource Group
Oklahoma
$244K -$118K -226 -33%
WCM
3567
Whitener Capital Management
North Carolina
$244K -$3.66K -7 -2%
WKWM
3568
Walter & Keenan Wealth Management
Indiana
$244K – – –
PCM
3569
Poehling Capital Management
Wisconsin
$243K – – –
CNWM
3570
Clay Northam Wealth Management
California
$243K +$5.76K +11 +3%
FWP
3571
Firethorn Wealth Partners
Georgia
$243K +$233K +446 New
BHPW
3572
Beverly Hills Private Wealth
California
$243K +$4.71K +9 +2%
FFO
3573
Fortitude Family Office
Arizona
$240K -$38.7K -74 -14%
AHIA
3574
Andrew Hill Investment Advisors
Florida
$239K +$230K +439 New
NCM
3575
New Capital Management
Texas
$238K +$229K +437 New
141 142
143
144 145