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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
3601
Nova Wealth Management
Florida
$794K +$41.3K +57 +6%
CLOS
3602
Compagnie Lombard Odier SCmA
Switzerland
$794K +$72.5K +100 +10%
PCM
3603
Patient Capital Management
Maryland
$792K -$39.9K -55 -5%
BA
3604
Bluesphere Advisors
Pennsylvania
$790K -$10.9K -15 -1%
AIC
3605
Allodium Investment Consultants
Minnesota
$788K -$42K -58 -5%
CEI
3606
Clark Estates Inc
New York
$787K – – –
PM
3607
Phraction Management
Connecticut
$787K – – –
MPIA
3608
Mountain Pacific Investment Advisers
Idaho
$786K -$762K -1,051 -50%
CGH
3609
Crossmark Global Holdings
Texas
$785K -$37K -51 -5%
HSWM
3610
Hubbell Strickland Wealth Management
Louisiana
$785K -$3.63K -5 -0.5%
SFO
3611
Stokes Family Office
Louisiana
$784K +$2.9K +4 +0.4%
MAM
3612
MMA Asset Management
Pennsylvania
$784K +$725 +1 +0.1%
MGWA
3613
Monument Group Wealth Advisors
Massachusetts
$783K +$725 +1 +0.1%
KTM
3614
Keeler Thomas Management
Utah
$783K +$109K +150 +17%
HWMO
3615
Heritage Wealth Management (Ohio)
Ohio
$783K -$3.63K -5 -0.5%
BSAM
3616
Blue Square Asset Management
New York
$780K – – –
CRI
3617
Commonwealth Retirement Investments
Virginia
$779K -$88.5K -122 -10%
PSFG
3618
Park Square Financial Group
Georgia
$779K -$231K -319 -23%
NCM
3619
NCM Capital Management
New Jersey
$779K -$5.08K -7 -0.7%
RFN
3620
RDA Financial Network
Iowa
$778K +$3.63K +5 +0.5%
SCM
3621
Sidoxia Capital Management
California
$777K – – –
SFA
3622
Seneca Financial Advisors
New York
$776K -$15.2K -21 -2%
EA
3623
Ellsworth Advisors
Ohio
$776K -$34.8K -48 -4%
SW
3624
Schulz Wealth
Texas
$775K +$752K +1,037 New
KWM
3625
KFG Wealth Management
Indiana
$775K -$27.6K -38 -4%
143 144
145
146 147