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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
4351
Bay Harbor Wealth Management
Maryland
$232K -$10.9K -16 -4%
FCG
4352
Financial Connections Group
California
$232K – – –
CWM
4353
Consultiva Wealth Management
Puerto Rico
$231K – – –
NFC
4354
Northstar Financial Companies
Pennsylvania
$230K – – –
PA
4355
ProCore Advisors
California
$230K -$29.2K -43 -11%
TFA
4356
TrustWell Financial Advisors
Florida
$230K – – –
SI
4357
Sprott Inc
Ontario, Canada
$229K – – –
HCA
4358
Hyperion Capital Advisors
New York
$229K – – –
IIM
4359
Ipswich Investment Management
Massachusetts
$229K – – –
FWM
4360
FMB Wealth Management
California
$228K -$2.6M -3,819 -92%
BFS
4361
Boyer Financial Services
California
$228K -$2.72K -4 -1%
SSWG
4362
Seven Springs Wealth Group
Tennessee
$228K – – –
AIP
4363
Alapocas Investment Partners
Massachusetts
$226K +$237K +348 New
NAMM
4364
NorthStar Asset Management (Massachusetts)
Massachusetts
$226K – – –
PFC
4365
Phocas Financial Corp
California
$224K – – –
BAWC
4366
Boyce & Associates Wealth Consulting
Texas
$223K +$680 +1 +0.3%
WF
4367
Wayfinding Financial
Washington
$222K – – –
SWM
4368
Stockman Wealth Management
Montana
$222K -$31.3K -46 -12%
GC
4369
Guilbault Capital
Louisiana
$222K +$9.52K +14 +4%
P
4370
Pandowealth
Georgia
$222K -$49.6K -73 -18%
HA
4371
HFG Advisors
Ohio
$221K +$25.2K +37 +12%
EWA
4372
ERTS Wealth Advisors
Michigan
$221K +$680 +1 +0.3%
CAG
4373
Centerpoint Advisory Group
Kansas
$220K -$25.2K -37 -10%
BJB
4374
Broadhurst Jeffrey B
$220K – – –
FFM
4375
Flagstone Financial Management
Nebraska
$219K – – –
173 174
175
176 177