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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
4376
GDS Wealth Management
Texas
$249K – – –
SWMG
4377
Signature Wealth Management Group
Georgia
$249K – – –
AA
4378
Altman Advisors
Illinois
$249K -$29.7K -44 -11%
UCI
4379
Uncommon Cents Investing
Wisconsin
$246K – – –
JWM
4380
JP Wealth Management
South Carolina
$246K – – –
AW
4381
Avion Wealth
Texas
$246K +$2.03K +3 +0.8%
LAIC
4382
Lederer & Associates Investment Counsel
California
$246K +$10.1K +15 +4%
EWP
4383
Evergreen Wealth Partners
Montana
$246K +$244K +361 New
BWM
4384
Buska Wealth Management
Wisconsin
$246K +$16.9K +25 +7%
VW
4385
Vantus Wealth
Pennsylvania
$245K +$243K +360 New
FC
4386
Fusion Capital
South Carolina
$245K – – –
LEFP
4387
Leading Edge Financial Planning
Tennessee
$244K – – –
PPH
4388
Pure Portfolios Holdings
Oregon
$243K -$12.8K -19 -5%
FCG
4389
Financial Connections Group
California
$243K – – –
5SA
4390
5th Street Advisors
Connecticut
$242K +$240K +355 New
CWM
4391
Consultiva Wealth Management
Puerto Rico
$242K – – –
BFS
4392
Boyer Financial Services
California
$242K +$239K +354 New
TFA
4393
TrustWell Financial Advisors
Florida
$241K +$239K +354 New
WI
4394
WBI Investments
New Jersey
$241K -$1.35K -2 -0.6%
NFC
4395
Northstar Financial Companies
Pennsylvania
$241K +$3.38K +5 +1%
HCA
4396
Hyperion Capital Advisors
New York
$240K – – –
IIM
4397
Ipswich Investment Management
Massachusetts
$240K – – –
SI
4398
Sprott Inc
Ontario, Canada
$240K – – –
ONSWM
4399
Old North State Wealth Management
North Carolina
$240K -$172K -255 -42%
ACM
4400
Avos Capital Management
Washington
$239K +$2.03K +3 +0.9%
174 175
176
177 178