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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
ONSWM
3576
Old North State Wealth Management
North Carolina
$261K -$2.21K -4 -0.9%
DI
3577
Diligent Investors
California
$261K +$1.66K +3 +0.7%
AHIA
3578
Andrew Hill Investment Advisors
Florida
$261K +$8.29K +15 +3%
WC
3579
Westhampton Capital
North Carolina
$260K – – –
EAM
3580
Everstar Asset Management
North Carolina
$260K +$251K +454 New
RCM
3581
Regency Capital Management
Hawaii
$260K +$31.5K +57 +14%
SM
3582
Sweeney & Michel
California
$260K +$12.2K +22 +5%
BHPW
3583
Beverly Hills Private Wealth
California
$260K +$3.87K +7 +2%
KCM
3584
Kathmere Capital Management
Pennsylvania
$259K – – –
BA
3585
Bluesphere Advisors
Pennsylvania
$259K -$142K -256 -36%
GPW
3586
Gentry Private Wealth
Kansas
$259K – – –
AA
3587
Altman Advisors
Illinois
$258K +$249K +450 New
SC
3588
Schulhoff & Co
Ohio
$258K – – –
WKWM
3589
Walter & Keenan Wealth Management
Indiana
$258K +$553 +1 +0.2%
PCM
3590
Poehling Capital Management
Wisconsin
$256K – – –
4WM
3591
44 Wealth Management
Oregon
$256K +$245K +443 New
CSC
3592
Caldwell Sutter Capital
California
$255K -$6.63K -12 -3%
PI
3593
Pachira Investments
California
$254K +$13.8K +25 +6%
KIM
3594
Kestra Investment Management
Texas
$250K +$241K +436 New
HW
3595
Hamilton Wealth
California
$250K -$54.7K -99 -19%
CIP
3596
Cornerstone Investment Partners
Georgia
$250K +$241K +435 New
SPG
3597
Strategic Planning Group
Utah
$249K +$553 +1 +0.2%
RA
3598
Riversedge Advisors
Delaware
$248K +$553 +1 +0.2%
CMA
3599
Cedar Mountain Advisors
Oregon
$247K -$65.8K -119 -22%
BHWM
3600
Bay Harbor Wealth Management
Maryland
$247K – – –
142 143
144
145 146