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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
3976
Stockman Wealth Management
Montana
$269K -$3.21K -5 -1%
RA
3977
Rodgers & Associates
Pennsylvania
$269K – – –
HAP
3978
Harbor Asset Planning
Massachusetts
$269K – – –
AAG
3979
Avalon Advisory Group
Pennsylvania
$268K – – –
FBT
3980
First Bank & Trust
South Dakota
$268K – – –
RWM
3981
RMG Wealth Management
Wisconsin
$267K -$39.1K -61 -5%
AGM
3982
Alpine Global Management
New York
$266K -$258K -403 -50%
SGWM
3983
Sterling Group Wealth Management
California
$266K – – –
NED
3984
Nancy E. Dempze
$265K -$12.8K -20 -5%
SWM
3985
Salvus Wealth Management
New Jersey
$264K +$5.77K +9 +2%
TPWM
3986
Twelve Points Wealth Management
Massachusetts
$264K -$3.85K -6 -1%
DAS
3987
DMKC Advisory Services
Iowa
$264K +$641 +1 +0.3%
B
3988
Bellecapital
Switzerland
$264K – – –
HI
3989
Hendershot Investments
Virginia
$263K – – –
LF
3990
Lighthouse Financial
Florida
$261K – – –
MPAM
3991
Murphy Pohlad Asset Management
Minnesota
$261K – – –
VR
3992
Valued Retirements
Texas
$261K – – –
SC
3993
Sykon Capital
New York
$260K – – –
TJHA
3994
Thomas J. Herzfeld Advisors
Florida
$260K – – –
DB
3995
Dravo Bay
Delaware
$259K – – –
MWA
3996
Mills Wealth Advisors
Texas
$259K +$249K +388 New
BHWM
3997
Bay Harbor Wealth Management
Maryland
$259K +$10.3K +16 +4%
DIA
3998
Davidson Investment Advisors
Montana
$258K – – –
SA
3999
Strategic Advocates
Utah
$258K -$10.9K -17 -4%
PWM
4000
PMG Wealth Management
Illinois
$258K -$25.6K -40 -9%
158 159
160
161 162