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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
4326
One Wealth Advisors
California
$275K +$42.6K +63 +19%
EWA
4327
Encompass Wealth Advisors
Oregon
$275K -$676K -1,000 -71%
AAG
4328
Avalon Advisory Group
Pennsylvania
$275K – – –
FBT
4329
First Bank & Trust
South Dakota
$274K – – –
DWM
4330
DWR Wealth Management
California
$274K +$269K +398 New
SGWM
4331
Sterling Group Wealth Management
California
$272K – – –
TC
4332
Town Capital
Maryland
$271K +$269K +398 New
DAS
4333
DMKC Advisory Services
Iowa
$271K +$676 +1 +0.3%
CAG
4334
Carroll Advisory Group
Texas
$271K +$268K +397 New
PA
4335
ProCore Advisors
California
$271K +$268K +397 New
B
4336
Bellecapital
Switzerland
$270K – – –
HI
4337
Hendershot Investments
Virginia
$269K – – –
BWAM
4338
Blue Water Asset Management
Michigan
$269K +$266K +394 New
PFA
4339
Professional Financial Advisors
Nebraska
$267K -$43.9K -65 -14%
PWM
4340
PMG Wealth Management
Illinois
$267K +$2.7K +4 +1%
MPAM
4341
Murphy Pohlad Asset Management
Minnesota
$267K – – –
SA
4342
Strategic Advocates
Utah
$267K +$676 +1 +0.3%
SC
4343
Sykon Capital
New York
$267K – – –
PC
4344
Pecaut & Co
Iowa
$266K -$23.7K -35 -8%
TJHA
4345
Thomas J. Herzfeld Advisors
Florida
$266K – – –
WA
4346
Walsh & Associates
Florida
$265K +$263K +389 New
DB
4347
Dravo Bay
Delaware
$265K – – –
CWA
4348
Clearview Wealth Advisors
Oregon
$265K +$4.73K +7 +2%
HHCP
4349
Hilton Head Capital Partners
South Carolina
$265K +$262K +388 New
SWM
4350
Stockman Wealth Management
Montana
$264K -$11.5K -17 -4%
172 173
174
175 176