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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CNWM
3901
Clay Northam Wealth Management
California
$262K -$10.6K -18 -4%
MWM
3902
Moulton Wealth Management
Washington
$261K +$588 +1 +0.2%
CMP
3903
Coston McIsaac & Partners
Maine
$261K +$28.8K +49 +12%
FHWM
3904
Fox Hill Wealth Management
Massachusetts
$260K +$17K +29 +7%
SNBOSD
3905
Security National Bank of So Dak
Iowa
$260K – – –
CMA
3906
Cedar Mountain Advisors
Oregon
$260K +$18.8K +32 +7%
OL
3907
one8zero8 LLC
North Carolina
$260K – – –
DI
3908
DAGCO Inc
Ohio
$258K -$38.2K -65 -12%
CGFA
3909
Colton Groome Financial Advisors
North Carolina
$257K -$339K -577 -55%
XPN
3910
XY Planning Network
Montana
$257K -$101K -172 -27%
BI
3911
Bramshill Investments
Florida
$256K +$269K +457 New
DMIC
3912
Dixon Mitchell Investment Counsel
British Columbia, Canada
$255K +$23.5K +40 +10%
RI
3913
Rinkey Investments
California
$255K -$1.62M -2,751 -86%
MWM
3914
Mascoma Wealth Management
New Hampshire
$255K – – –
WC
3915
Westhampton Capital
North Carolina
$255K +$588 +1 +0.2%
SWM
3916
Shepherd Wealth Management
Ohio
$253K +$588 +1 +0.2%
SLG
3917
Stanley-Laman Group
Pennsylvania
$253K +$2.94K +5 +1%
PMG
3918
Private Management Group
California
$253K -$18.8K -32 -7%
LFA
3919
Lauterbach Financial Advisors
Texas
$252K – – –
EPW
3920
Endeavor Private Wealth
Kansas
$252K +$87.6K +149 +50%
KFS
3921
Kurt F. Somerville
$252K -$48.8K -83 -16%
SC
3922
Schulhoff & Co
Ohio
$252K – – –
GBFP
3923
Golden Bell Financial Planning
Georgia
$251K – – –
RJA
3924
Ross\Johnson & Associates
Minnesota
$251K +$9.99K +17 +4%
TAM
3925
TCP Asset Management
Ohio
$251K +$43.5K +74 +20%
155 156
157
158 159