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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FHWM
3626
Fox Hill Wealth Management
Massachusetts
$232K +$223K +404 New
SGWM
3627
Sterling Group Wealth Management
California
$231K – – –
AAG
3628
Avalon Advisory Group
Pennsylvania
$231K – – –
FBT
3629
First Bank & Trust
South Dakota
$231K – – –
TIM
3630
Thompson Investment Management
Wisconsin
$231K – – –
MPAM
3631
Murphy Pohlad Asset Management
Minnesota
$231K -$11.1K -20 -5%
KWAG
3632
Kiely Wealth Advisory Group
North Carolina
$230K – – –
TSS
3633
Thomas Story & Son
Indiana
$230K – – –
GJCM
3634
Grand Jean Capital Management
California
$230K – – –
JSA
3635
Jacobson & Schmitt Advisors
Wisconsin
$230K – – –
BA
3636
Ballew Advisors
Mississippi
$229K – – –
MWP
3637
Moller Wealth Partners
$229K – – –
CC
3638
Commons Capital
Massachusetts
$228K +$220K +398 New
MIA
3639
MainStreet Investment Advisors
Illinois
$228K -$152K -275 -41%
MPW
3640
Melone Private Wealth
Michigan
$228K +$1.11K +2 +0.5%
CWM
3641
Cadence Wealth Management
Massachusetts
$227K +$14.4K +26 +7%
KV
3642
Kickstand Ventures
New York
$225K -$11.1K -20 -5%
AWM
3643
Aviso Wealth Management
Washington
$225K -$222K -401 -51%
LEFP
3644
Leading Edge Financial Planning
Tennessee
$224K +$11.1K +20 +5%
BC
3645
Bowman & Company
Wisconsin
$224K +$553 +1 +0.3%
RK
3646
Rather & Kittrell
Tennessee
$224K – – –
TJHA
3647
Thomas J. Herzfeld Advisors
Florida
$224K – – –
WRM
3648
Weybosset Research & Management
Rhode Island
$223K +$215K +388 New
BSTWA
3649
Blake Schutter Theil Wealth Advisors
Ohio
$223K +$215K +388 New
FPTW
3650
Franklin, Parlapiano, Turner & Welch
Texas
$222K +$214K +387 New
144 145
146
147 148