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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
4001
Archer Investment Management
Texas
$240K +$242K +410 New
PFM
4002
Peak Financial Management
Massachusetts
$240K +$240K +408 New
SCA
4003
Southern Capital Advisors
Tennessee
$240K -$6.48K -11 -3%
RCM
4004
RMR Capital Management
California
$238K -$48.9K -83 -17%
RMF
4005
Red Mountain Financial
Colorado
$238K – – –
DW
4006
Durante & Waters
New York
$237K – – –
IIM
4007
Illumine Investment Management
Washington
$237K +$239K +405 New
AAG
4008
Avalon Advisory Group
Pennsylvania
$236K – – –
WA
4009
WPG Advisers
Maryland
$236K +$237K +403 New
CWM
4010
Cadence Wealth Management
Massachusetts
$236K +$4.12K +7 +2%
FBT
4011
First Bank & Trust
South Dakota
$236K – – –
MPAM
4012
Murphy Pohlad Asset Management
Minnesota
$236K – – –
CPC
4013
CFC Planning Company
Indiana
$235K +$236K +401 New
GJCM
4014
Grand Jean Capital Management
California
$234K – – –
JSA
4015
Jacobson & Schmitt Advisors
Wisconsin
$234K – – –
TSS
4016
Thomas Story & Son
Indiana
$234K – – –
SGWM
4017
Sterling Group Wealth Management
California
$234K -$2.36K -4 -1%
MWP
4018
Moller Wealth Partners
$234K – – –
CFG
4019
CMC Financial Group
Georgia
$233K -$58.3K -99 -20%
MPW
4020
Melone Private Wealth
Michigan
$233K +$589 +1 +0.3%
KWAG
4021
Kiely Wealth Advisory Group
North Carolina
$233K – – –
WCM
4022
Wealthcare Capital Management
Virginia
$233K +$234K +397 New
KWM
4023
Koa Wealth Management
California
$232K -$63K -107 -21%
HI
4024
Hendershot Investments
Virginia
$232K +$233K +395 New
TA
4025
Tectonic Advisors
Texas
$231K +$232K +394 New
159 160
161
162 163