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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
IW
3701
Instrumental Wealth
Florida
$439K +$641 +1 +0.2%
EC
3702
Eaton-Cambridge
Arizona
$439K +$422K +659 New
JF
3703
Joule Financial
Kentucky
$438K +$51.9K +81 +14%
NWM
3704
Northwest Wealth Management
Iowa
$437K – – –
RMC
3705
Ring Mountain Capital
California
$436K – – –
BKA
3706
Brick & Kyle Associates
Pennsylvania
$435K – – –
AP
3707
Advisors Preferred
Maryland
$434K +$417K +650 New
FF
3708
Francis Financial
$434K – – –
MWM
3709
Mittelman Wealth Management
Massachusetts
$432K -$16.7K -26 -4%
VF
3710
Vista Finance
Missouri
$432K -$24.4K -38 -6%
CIA
3711
Cascade Investment Advisors
Oregon
$431K – – –
DCM
3712
Davidson Capital Management
Texas
$430K – – –
LI
3713
Louisbourg Investments
New Brunswick, Canada
$430K -$27.6K -43 -6%
EFIC
3714
Eliot Finkel Investment Counsel
California
$430K – – –
TPCM
3715
Templeton & Phillips Capital Management
Tennessee
$430K – – –
SI
3716
Stonekeep Investments
New Mexico
$430K +$17.3K +27 +4%
PHWM
3717
Pine Harbor Wealth Management
Maryland
$427K +$641 +1 +0.2%
FMB
3718
Field & Main Bank
Kentucky
$427K -$8.33K -13 -2%
HIM
3719
Hanlon Investment Management
New Jersey
$426K +$410K +640 New
SWM
3720
Scissortail Wealth Management
Oklahoma
$425K – – –
BA
3721
Baugh & Associates
Georgia
$425K – – –
PWM
3722
Partners Wealth Management
California
$424K -$12.8K -20 -3%
BT
3723
Banque Transatlantique
France
$423K -$200K -312 -33%
TAM
3724
TCP Asset Management
Ohio
$422K +$23.7K +37 +6%
NEPPG
3725
New England Professional Planning Group
Rhode Island
$420K -$69.2K -108 -15%
147 148
149
150 151