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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
3976
Ipswich Investment Management
Massachusetts
$230K -$529K -900 -69%
PAM
3977
Prodigy Asset Management
Nebraska
$230K – – –
RA
3978
Rodgers & Associates
Pennsylvania
$230K +$242K +411 New
CS
3979
Capital Square
Tennessee
$229K +$241K +410 New
SCA
3980
Southern Capital Advisors
Tennessee
$229K +$588 +1 +0.2%
PFM
3981
Peak Financial Management
Massachusetts
$229K +$588 +1 +0.2%
SWM
3982
Stockman Wealth Management
Montana
$229K +$240K +409 New
NME
3983
Notis-McConarty Edward
$229K +$240K +409 New
WCM
3984
Whitener Capital Management
North Carolina
$227K -$7.64K -13 -3%
RMF
3985
Red Mountain Financial
Colorado
$227K – – –
BC
3986
Bowman & Company
Wisconsin
$227K +$8.23K +14 +4%
SWMG
3987
Signature Wealth Management Group
Georgia
$227K -$14.1K -24 -6%
DW
3988
Durante & Waters
New York
$227K – – –
SA
3989
Strategic Advocates
Utah
$226K +$19.4K +33 +9%
AAG
3990
Avalon Advisory Group
Pennsylvania
$225K – – –
FBT
3991
First Bank & Trust
South Dakota
$225K – – –
CFGW
3992
Chancellor Financial Group WB
Pennsylvania
$225K +$236K +402 New
TSS
3993
Thomas Story & Son
Indiana
$224K – – –
EI
3994
eCIO Inc
Wisconsin
$224K +$235K +400 New
SGWM
3995
Sterling Group Wealth Management
California
$223K – – –
SAM
3996
Satovsky Asset Management
New York
$223K +$30K +51 +15%
DA
3997
Doliver Advisors
Texas
$222K +$233K +397 New
HWA
3998
Hilltop Wealth Advisors
North Carolina
$222K +$233K +397 New
TA
3999
Tectonic Advisors
Texas
$221K +$588 +1 +0.3%
RK
4000
Rather & Kittrell
Tennessee
$220K +$1.76K +3 +0.8%
158 159
160
161 162