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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
3701
Waterway Wealth Management
Texas
$374K -$2.52M -4,288 -87%
SIA
3702
Schear Investment Advisers
Ohio
$374K -$44.1K -75 -10%
GPWA
3703
Great Point Wealth Advisors
Massachusetts
$374K -$1.18K -2 -0.3%
QIM
3704
Quest Investment Management
Oregon
$373K – – –
MWA
3705
Miller Wealth Advisors
Colorado
$373K +$1.18K +2 +0.3%
RAM
3706
Redmond Asset Management
Virginia
$372K +$53.5K +91 +16%
CCM
3707
Cutler Capital Management
Massachusetts
$372K +$2.35K +4 +0.6%
PWM
3708
Parkworth Wealth Management
California
$371K +$1.18K +2 +0.3%
CE
3709
Cornerstone Enterprises
Wisconsin
$369K +$388K +660 New
PWM
3710
Partners Wealth Management
California
$368K +$1.76K +3 +0.5%
CCM
3711
Compass Capital Management
Minnesota
$367K -$23.8M -40,513 -98%
KFSN
3712
Keystone Financial Services (Nebraska)
Nebraska
$366K +$118K +200 +44%
SEP
3713
Southland Equity Partners
Missouri
$366K +$8.82K +15 +2%
ACA
3714
Anchor Capital Advisors
Massachusetts
$365K -$177K -301 -32%
SMAM
3715
Sugar Maple Asset Management
Wisconsin
$365K – – –
AMG
3716
Advisors Management Group
Wisconsin
$365K +$588 +1 +0.2%
FF
3717
Francis Financial
$364K -$20K -34 -5%
RAM
3718
Ramirez Asset Management
New York
$364K – – –
CIA
3719
Cascade Investment Advisors
Oregon
$362K – – –
DA
3720
Dover Advisors
Virginia
$362K +$379K +645 New
OBGC
3721
O'Brien Greene & Co
Pennsylvania
$362K -$24.7K -42 -6%
EFIC
3722
Eliot Finkel Investment Counsel
California
$361K – – –
TPCM
3723
Templeton & Phillips Capital Management
Tennessee
$361K – – –
VIA
3724
Vickerman Investment Advisors
Washington
$360K -$15.3K -26 -4%
VCM
3725
Versant Capital Management
Arizona
$360K -$3.53K -6 -0.9%
147 148
149
150 151