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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3951
Mascoma Wealth Management
New Hampshire
$267K – – –
KFSN
3952
Keystone Financial Services (Nebraska)
Nebraska
$267K +$268K +455 New
DI
3953
Diligent Investors
California
$266K – – –
MA
3954
MJP Associates
Connecticut
$266K -$8.84K -15 -3%
WC
3955
Westhampton Capital
North Carolina
$266K – – –
RCM
3956
Regency Capital Management
Hawaii
$266K – – –
ICCON
3957
Investment Counsel Company of Nevada
Nevada
$266K +$267K +453 New
SWM
3958
Shepherd Wealth Management
Ohio
$265K +$266K +452 New
KCM
3959
Kathmere Capital Management
Pennsylvania
$265K +$589 +1 +0.2%
LFA
3960
Lauterbach Financial Advisors
Texas
$264K -$46.5K -79 -15%
BA
3961
Bluesphere Advisors
Pennsylvania
$264K – – –
SC
3962
Schulhoff & Co
Ohio
$264K – – –
GBFP
3963
Golden Bell Financial Planning
Georgia
$263K +$265K +449 New
KIG
3964
Kennedy Investment Group
New Jersey
$263K -$7.66K -13 -3%
SLG
3965
Stanley-Laman Group
Pennsylvania
$262K -$224K -381 -46%
SPG
3966
Strategic Planning Group
Utah
$261K +$6.48K +11 +3%
PI
3967
Pachira Investments
California
$260K – – –
CSC
3968
Caldwell Sutter Capital
California
$260K -$1.18K -2 -0.4%
ICMM
3969
Integrated Capital Management (Michigan)
Michigan
$259K -$22.4K -38 -8%
DC
3970
Dorval Corp
Minnesota
$258K +$260K +441 New
FHWM
3971
Fox Hill Wealth Management
Massachusetts
$256K +$19.4K +33 +8%
DDC
3972
DF Dent & Co
Maryland
$256K -$38.3K -65 -13%
MWML
3973
M Wealth Management LLC
California
$256K +$257K +437 New
TS
3974
TradeWell Securities
Indiana
$255K +$257K +436 New
DP
3975
Denver PWM
Colorado
$255K +$96.6K +164 +61%
157 158
159
160 161