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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
4351
Coston McIsaac & Partners
Maine
$237K -$34.7K -51 -12%
PJSIMP
4352
P.J. Schmidt Investment Management (PJS)
Wisconsin
$236K -$42.2K -62 -15%
AW
4353
Avion Wealth
Texas
$236K +$1.36K +2 +0.6%
GCM
4354
Gibraltar Capital Management
Oklahoma
$236K -$42.8K -63 -15%
PWM
4355
PMG Wealth Management
Illinois
$235K -$20.4K -30 -8%
EWP
4356
Evergreen Wealth Partners
Montana
$235K – – –
UCI
4357
Uncommon Cents Investing
Wisconsin
$235K – – –
BWM
4358
Buska Wealth Management
Wisconsin
$235K – – –
JWM
4359
JP Wealth Management
South Carolina
$235K – – –
RP
4360
Regal Partners
Australia
$234K +$245K +360 New
JCA
4361
January Capital Advisors
California
$234K +$244K +359 New
SOAM
4362
SBI Okasan Asset Management
Japan
$234K +$252K +370 New
FC
4363
Fusion Capital
South Carolina
$234K – – –
SAM
4364
Satovsky Asset Management
New York
$233K +$243K +358 New
BHWM
4365
Bay Harbor Wealth Management
Maryland
$232K -$10.9K -16 -4%
FCG
4366
Financial Connections Group
California
$232K – – –
CWM
4367
Consultiva Wealth Management
Puerto Rico
$231K – – –
NFC
4368
Northstar Financial Companies
Pennsylvania
$230K – – –
PA
4369
ProCore Advisors
California
$230K -$29.2K -43 -11%
TFA
4370
TrustWell Financial Advisors
Florida
$230K – – –
SI
4371
Sprott Inc
Ontario, Canada
$229K – – –
HCA
4372
Hyperion Capital Advisors
New York
$229K – – –
IIM
4373
Ipswich Investment Management
Massachusetts
$229K – – –
FWM
4374
FMB Wealth Management
California
$228K -$2.6M -3,819 -92%
PWA
4375
Principia Wealth Advisory
Texas
$228K +$680 +1 +0.3%
173 174
175
176 177