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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
4176
Hoey Investments
Pennsylvania
$96.6K – – –
FPF
4177
First Pacific Financial
Washington
$92.6K – – –
CIAS
4178
CBIZ Investment Advisory Services
Ohio
$90.8K -$21.2K -33 -20%
SA
4179
Seneschal Advisors
Washington
$90.4K +$87.2K +136 New
SCA
4180
Stuart Chaussee & Associates
California
$86.6K – – –
TIM
4181
Thompson Investment Management
Wisconsin
$85.3K – – –
AWM
4182
Accredited Wealth Management
Kentucky
$84.2K -$110K -171 -52%
MG
4183
MilWealth Group
Wisconsin
$80K – – –
FW
4184
Fairway Wealth
Ohio
$79.9K – – –
DWS
4185
Dynamic Wealth Strategies
California
$79.3K – – –
BTC
4186
Bank & Trust Company
Illinois
$78.6K – – –
CWM
4187
Copia Wealth Management
Oregon
$78.6K +$23.7K +37 +46%
PS
4188
Pinney & Scofield
Massachusetts
$77.9K – – –
MDA
4189
Minot DeBlois Advisors
Massachusetts
$77.3K – – –
CAM
4190
Capco Asset Management
Florida
$75.3K – – –
PIS
4191
POM Investment Strategies
North Carolina
$74.6K +$71.8K +112 New
AIA
4192
Arcadia Investment Advisors
Idaho
$73.9K – – –
EAM
4193
Eukles Asset Management
Ohio
$70.6K +$41.7K +65 +159%
CT
4194
Clearstead Trust
Maine
$69.9K -$17.3K -27 -20%
NSG
4195
Nalls Sherbakoff Group
Tennessee
$69.9K – – –
WAM
4196
Wolverine Asset Management
Illinois
$66.6K -$64.1K -100 -50%
SC
4197
Skylands Capital
Wisconsin
$66.6K – – –
TTIC
4198
Tower Trust & Investment Company
Iowa
$66.6K – – –
TWD
4199
True Wealth Design
Ohio
$62.6K – – –
HFM
4200
Hartford Financial Management
Connecticut
$62.6K +$25K +39 +71%
166 167
168
169 170