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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
4176
Sanctuary Wealth Management
Idaho
$76.2K -$22.4K -38 -23%
SCA
4177
Stuart Chaussee & Associates
California
$76.2K – – –
LIS
4178
Legacy Investment Solutions
Idaho
$72.7K +$5.89K +10 +9%
LWMI
4179
Legacy Wealth Management (Idaho)
Idaho
$72.7K +$5.89K +10 +9%
CJH
4180
Christopher J. Hasenberg
Wisconsin
$72.7K – – –
SIM
4181
Studio Investment Management
Illinois
$71.2K – – –
FW
4182
Fairway Wealth
Ohio
$70.3K – – –
BTC
4183
Bank & Trust Company
Illinois
$69.2K – – –
PS
4184
Pinney & Scofield
Massachusetts
$68.6K +$68.9K +117 New
MDA
4185
Minot DeBlois Advisors
Massachusetts
$68K +$68.3K +116 New
AIA
4186
Arcadia Investment Advisors
Idaho
$65K – – –
NBT
4187
Northwest Bank & Trust
Iowa
$60.3K – – –
TWD
4188
True Wealth Design
Ohio
$59.2K -$37.1K -63 -38%
SC
4189
Skylands Capital
Wisconsin
$58.6K – – –
NECFA
4190
New England Capital Financial Advisors
Connecticut
$53.6K – – –
FFA
4191
Fairfield Financial Advisors
Massachusetts
$49.8K – – –
CWM
4192
Copia Wealth Management
Oregon
$49.8K +$50.1K +85 New
MLA
4193
MB, Levis & Associates
Pennsylvania
$48.6K +$17.7K +30 +57%
EIM
4194
Essex Investment Management
Massachusetts
$47.5K – – –
RTC
4195
Riverview Trust Company
Washington
$46.9K – – –
VWWMG
4196
Vermillion & White Wealth Management Group
Pennsylvania
$45.7K -$2.95K -5 -6%
TCG
4197
Transcendent Capital Group
Oklahoma
$45.7K -$1.77K -3 -4%
FIA
4198
FPC Investment Advisory
California
$45.1K – – –
DWA
4199
Delos Wealth Advisors
Texas
$44.5K +$24.7K +42 +124%
CL
4200
CSS LLC
Illinois
$43.4K -$32.7M -55,474 -100%
166 167
168
169 170