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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
4301
LFG Wealth Partners
Kentucky
$303K +$294K +406 New
DW
4302
Durante & Waters
New York
$302K – – –
BWM
4303
Biltmore Wealth Management
Arizona
$302K +$15.9K +22 +6%
CMA
4304
Cedar Mountain Advisors
Oregon
$302K +$146K +201 +99%
WI
4305
WBI Investments
New Jersey
$301K +$14.5K +20 +5%
AAG
4306
Avalon Advisory Group
Pennsylvania
$301K – – –
EAM
4307
Everstar Asset Management
North Carolina
$299K +$16.7K +23 +6%
DAS
4308
DMKC Advisory Services
Iowa
$298K +$725 +1 +0.3%
TC
4309
Town Capital
Maryland
$297K – – –
FEM
4310
Fulcrum Equity Management
Texas
$297K +$289K +398 New
DWM
4311
DWR Wealth Management
California
$297K +$725 +1 +0.3%
TCM
4312
TD Capital Management
Tennessee
$294K -$515K -711 -64%
MPAM
4313
Murphy Pohlad Asset Management
Minnesota
$293K – – –
PC
4314
Pecaut & Co
Iowa
$291K +$725 +1 +0.3%
AI
4315
Axos Invest
Nevada
$291K -$29K -40 -9%
TJHA
4316
Thomas J. Herzfeld Advisors
Florida
$291K – – –
DB
4317
Dravo Bay
Delaware
$290K – – –
LEFP
4318
Leading Edge Financial Planning
Tennessee
$290K -$5.8K -8 -2%
HHCP
4319
Hilton Head Capital Partners
South Carolina
$290K – – –
ICMM
4320
Integrated Capital Management (Michigan)
Michigan
$290K -$50.8K -70 -15%
CM
4321
Columbus Macro
Pennsylvania
$289K +$725 +1 +0.3%
RSEWM
4322
River's Edge Wealth Management
Pennsylvania
$289K +$725 +1 +0.3%
DAC
4323
Dutch Asset Corp
New York
$288K +$725 +1 +0.3%
RMF
4324
Red Mountain Financial
Colorado
$287K -$48.6K -67 -15%
SHIM
4325
Stone House Investment Management
Pennsylvania
$287K -$725 -1 -0.3%
171 172
173
174 175