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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
4701
Marrick Wealth
California
– -$345K -506 Closed
GIPW
4702
Granite Islands Private Wealth
Connecticut
– -$341K -500 Closed
WA
4703
Waystone Advisors
Washington
– -$331K -485 Closed
DAM
4704
DLD Asset Management
New York
– -$318K -466 Closed
DCM
4705
Driehaus Capital Management
Illinois
– -$316K -464 Closed
CFGW
4706
Chancellor Financial Group WB
Pennsylvania
– -$308K -451 Closed
EPP
4707
ETF Portfolio Partners
Kansas
– -$308K -451 Closed
OCFG
4708
O'Connor Financial Group
Illinois
– -$277K -401 Closed
B
4709
Bellecapital
Switzerland
– -$270K -396 Closed
HC
4710
Hamilton Capital
Ohio
– -$256K -376 Closed
CKAIS
4711
Christensen King & Associates Investment Services
Washington
– -$254K -372 Closed
FF
4712
Foronjy Financial
California
– -$251K -368 Closed
AMG
4713
Advisors Management Group
Wisconsin
– -$250K -366 Closed
AA
4714
Altman Advisors
Illinois
– -$249K -365 Closed
DR
4715
Davis Rea
Ontario, Canada
– -$249K -365 Closed
ACM
4716
Avos Capital Management
Washington
– -$239K -350 Closed
BHFP
4717
Blom & Howell Financial Planning
California
– -$238K -349 Closed
ONSWM
4718
Old North State Wealth Management
North Carolina
– -$240K -348 Closed
BIM
4719
Brentview Investment Management
Illinois
– -$226K -332 Closed
FCM
4720
Fairbanks Capital Management
California
– -$226K -331 Closed
AWA
4721
Authentikos Wealth Advisory
California
– -$224K -329 Closed
NWA
4722
New World Advisors
Massachusetts
– -$224K -329 Closed
VIM
4723
VELA Investment Management
Ohio
– -$223K -327 Closed
TSS
4724
Thomas Story & Son
Indiana
– -$222K -325 Closed
PA
4725
Prosperity Advisers
Pennsylvania
– -$214K -313 Closed
187 188
189
190 191