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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
4301
WealthTrust Asset Management
Florida
$252K -$201K -296 -43%
ICCON
4302
Investment Counsel Company of Nevada
Nevada
$251K – – –
CM
4303
Columbus Macro
Pennsylvania
$251K +$680 +1 +0.3%
SHIM
4304
Stone House Investment Management
Pennsylvania
$251K -$21.1K -31 -7%
FBT
4305
First Bank & Trust
South Dakota
$250K -$12.2K -18 -4%
DAC
4306
Dutch Asset Corp
New York
$250K – – –
RA
4307
RiverTree Advisors
Florida
$250K – – –
WA
4308
Walsh & Associates
Florida
$249K -$4.08K -6 -2%
BWM
4309
Biltmore Wealth Management
Arizona
$249K +$5.44K +8 +2%
WI
4310
WBI Investments
New Jersey
$249K +$19.7K +29 +8%
MS
4311
Millington Securities
New Jersey
$249K +$260K +383 New
PFM
4312
Peak Financial Management
Massachusetts
$249K -$18.4K -27 -7%
DEM
4313
Disciplined Equity Management
Florida
$248K -$102K -150 -28%
B
4314
BetterWealth
California
$248K -$29.9K -44 -10%
MAG
4315
Meadowbrook Advisors Group
New Jersey
$246K -$141K -208 -35%
SWG
4316
Summit Wealth Group
Vermont
$246K – – –
SFG
4317
Synergy Financial Group
California
$246K +$680 +1 +0.3%
KFSN
4318
Keystone Financial Services (Nebraska)
Nebraska
$245K -$134K -197 -34%
EAM
4319
Everstar Asset Management
North Carolina
$245K -$40.8K -60 -14%
IPW
4320
Inlet Private Wealth
Florida
$245K – – –
BIA
4321
Benchmark Investment Advisors
Illinois
$245K +$256K +377 New
HAP
4322
Harbor Asset Planning
Massachusetts
$245K -$19K -28 -7%
BMCM
4323
Burns Matteson Capital Management
New York
$244K -$68.7K -101 -21%
CNBT
4324
Cornerstone National Bank & Trust
Illinois
$244K – – –
SFSG
4325
Sound Financial Strategies Group
Mississippi
$243K -$719K -1,058 -74%
171 172
173
174 175