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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3676
Brown Wealth Management
Illinois
$426K +$70.1K +119 +20%
MC
3677
Matisse Capital
Oregon
$426K +$9.43K +16 +2%
HGA
3678
Hobbs Group Advisors
South Carolina
$425K +$589 +1 +0.1%
GWM
3679
Gray Wealth Management
Maine
$425K -$1.77K -3 -0.4%
PWP
3680
Parkwoods Wealth Partners
New York
$424K – – –
LI
3681
Louisbourg Investments
New Brunswick, Canada
$424K -$7.66K -13 -2%
FMB
3682
Field & Main Bank
Kentucky
$424K +$242K +411 +132%
KCM
3683
Kaye Capital Management
California
$423K -$5.89K -10 -1%
DK
3684
David Kennon
Florida
$423K – – –
BFM
3685
Boothbay Fund Management
New York
$422K -$9.07M -15,402 -96%
LFA
3686
Level Financial Advisors
New York
$422K – – –
GWMIA
3687
Global Wealth Management Investment Advisory
Florida
$422K +$64.8K +110 +18%
CCM
3688
Cox Capital Management
Massachusetts
$420K +$106K +180 +34%
SGI
3689
Summit Global Investments
Utah
$420K -$2.11M -3,588 -83%
TWM
3690
Tanager Wealth Management
United Kingdom
$420K -$32.4K -55 -7%
PA
3691
PSI Advisors
Florida
$419K -$50.1K -85 -11%
RW
3692
Regimen Wealth
Georgia
$419K +$1.77K +3 +0.4%
WPWM
3693
Western Pacific Wealth Management
Illinois
$419K +$589 +1 +0.1%
OWCM
3694
One Wealth Capital Management
Arizona
$419K +$421K +714 New
PWM
3695
Prosperity Wealth Management
California
$418K -$49.5K -84 -11%
OWP
3696
ORG Wealth Partners
Texas
$417K +$275K +466 +189%
SWM
3697
SilverOak Wealth Management
Minnesota
$417K – – –
AM
3698
Atwater Malick
Pennsylvania
$416K – – –
AIM
3699
AHL Investment Management
Florida
$413K – – –
PPW
3700
Presilium Private Wealth
Pennsylvania
$413K – – –
146 147
148
149 150