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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
KOMWMG
3901
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$264K +$588 +1 +0.2%
RWRC
3902
R.W. Roge & Company
New York
$263K -$4.11K -7 -1%
DC
3903
Dorval Corp
Minnesota
$263K +$588 +1 +0.2%
CWA
3904
Continuum Wealth Advisors
New York
$262K – – –
SM
3905
Sweeney & Michel
California
$262K +$310K +527 New
CNWM
3906
Clay Northam Wealth Management
California
$262K -$10.6K -18 -4%
MWM
3907
Moulton Wealth Management
Washington
$261K +$588 +1 +0.2%
CMP
3908
Coston McIsaac & Partners
Maine
$261K +$28.8K +49 +12%
FHWM
3909
Fox Hill Wealth Management
Massachusetts
$260K +$17K +29 +7%
SNBOSD
3910
Security National Bank of So Dak
Iowa
$260K – – –
CMA
3911
Cedar Mountain Advisors
Oregon
$260K +$18.8K +32 +7%
OL
3912
one8zero8 LLC
North Carolina
$260K – – –
DI
3913
DAGCO Inc
Ohio
$258K -$38.2K -65 -12%
CGFA
3914
Colton Groome Financial Advisors
North Carolina
$257K -$339K -577 -55%
XPN
3915
XY Planning Network
Montana
$257K -$101K -172 -27%
BI
3916
Bramshill Investments
Florida
$256K +$269K +457 New
DMIC
3917
Dixon Mitchell Investment Counsel
British Columbia, Canada
$255K +$23.5K +40 +10%
RI
3918
Rinkey Investments
California
$255K -$1.62M -2,751 -86%
MWM
3919
Mascoma Wealth Management
New Hampshire
$255K – – –
WC
3920
Westhampton Capital
North Carolina
$255K +$588 +1 +0.2%
SWM
3921
Shepherd Wealth Management
Ohio
$253K +$588 +1 +0.2%
SLG
3922
Stanley-Laman Group
Pennsylvania
$253K +$2.94K +5 +1%
PMG
3923
Private Management Group
California
$253K -$18.8K -32 -7%
LFA
3924
Lauterbach Financial Advisors
Texas
$252K – – –
EPW
3925
Endeavor Private Wealth
Kansas
$252K +$87.6K +149 +50%
155 156
157
158 159