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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MHI
3551
Miller Howard Investments
New York
$248K -$25.1K -48 -10%
MWM
3552
Mascoma Wealth Management
New Hampshire
$248K – – –
KHC
3553
Koesten Hirschmann & Crabtree
Kansas
$248K – – –
WC
3554
Westhampton Capital
North Carolina
$247K +$238K +454 New
FWM
3555
Fonville Wealth Management
Virginia
$246K +$8.37K +16 +4%
KCM
3556
Kathmere Capital Management
Pennsylvania
$246K – – –
DI
3557
Diligent Investors
California
$245K +$523 +1 +0.2%
GPW
3558
Gentry Private Wealth
Kansas
$245K +$236K +451 New
KIG
3559
Kennedy Investment Group
New Jersey
$245K -$5.76K -11 -2%
SC
3560
Schulhoff & Co
Ohio
$245K -$13.1K -25 -5%
ARG
3561
Advisory Resource Group
Oklahoma
$244K -$118K -226 -33%
WCM
3562
Whitener Capital Management
North Carolina
$244K -$3.66K -7 -2%
WKWM
3563
Walter & Keenan Wealth Management
Indiana
$244K – – –
PCM
3564
Poehling Capital Management
Wisconsin
$243K – – –
CNWM
3565
Clay Northam Wealth Management
California
$243K +$5.76K +11 +3%
FWP
3566
Firethorn Wealth Partners
Georgia
$243K +$233K +446 New
BHPW
3567
Beverly Hills Private Wealth
California
$243K +$4.71K +9 +2%
FFO
3568
Fortitude Family Office
Arizona
$240K -$38.7K -74 -14%
AHIA
3569
Andrew Hill Investment Advisors
Florida
$239K +$230K +439 New
NCM
3570
New Capital Management
Texas
$238K +$229K +437 New
TFA
3571
Teamwork Financial Advisors
Texas
$236K -$1.3M -2,488 -85%
SPG
3572
Strategic Planning Group
Utah
$236K +$523 +1 +0.2%
PMG
3573
Private Management Group
California
$236K +$227K +433 New
FGAM
3574
Financial Gravity Asset Management
Texas
$235K -$187K -358 -45%
SM
3575
Sweeney & Michel
California
$234K +$13.1K +25 +6%
141 142
143
144 145