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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
4401
Boyer Financial Services
California
$242K +$239K +354 New
TFA
4402
TrustWell Financial Advisors
Florida
$241K +$239K +354 New
WI
4403
WBI Investments
New Jersey
$241K -$1.35K -2 -0.6%
NFC
4404
Northstar Financial Companies
Pennsylvania
$241K +$3.38K +5 +1%
HCA
4405
Hyperion Capital Advisors
New York
$240K – – –
IIM
4406
Ipswich Investment Management
Massachusetts
$240K – – –
SI
4407
Sprott Inc
Ontario, Canada
$240K – – –
ONSWM
4408
Old North State Wealth Management
North Carolina
$240K -$172K -255 -42%
ACM
4409
Avos Capital Management
Washington
$239K +$2.03K +3 +0.9%
AC
4410
Applied Capital
Arkansas
$239K -$51.4K -76 -18%
CNBOF
4411
City National Bank of Florida
Florida
$239K -$3.38K -5 -1%
PWA
4412
Principia Wealth Advisory
Texas
$239K +$8.79K +13 +4%
SSWG
4413
Seven Springs Wealth Group
Tennessee
$239K +$237K +350 New
PWM
4414
Puff Wealth Management
New Jersey
$239K +$4.73K +7 +2%
BHFP
4415
Blom & Howell Financial Planning
California
$238K +$236K +349 New
BA
4416
Bluesphere Advisors
Pennsylvania
$238K – – –
LWMI
4417
Legacy Wealth Management (Idaho)
Idaho
$238K +$109K +161 +86%
DA
4418
Drake & Associates
Wisconsin
$237K -$48K -71 -17%
NAMM
4419
NorthStar Asset Management (Massachusetts)
Massachusetts
$237K -$123K -182 -34%
BFG
4420
Beto Financial Group
Idaho
$236K +$230K +340 New
LAMNM
4421
Longview Asset Management (New Mexico)
New Mexico
$236K – – –
PFC
4422
Phocas Financial Corp
California
$235K – – –
TIAAOA
4423
Teachers Insurance & Annuity Association of America
New York
$234K +$112K +166 +94%
BWM
4424
BAM Wealth Management
Colorado
$234K +$16.2K +24 +8%
BAWC
4425
Boyce & Associates Wealth Consulting
Texas
$233K +$676 +1 +0.3%
175 176
177
178 179