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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1751
AllSquare Wealth Management
New York
$254K +$79.7K +295 +46%
AOWM
1752
Alpha Omega Wealth Management
Virginia
$253K – – –
WCWM
1753
Willow Creek Wealth Management
California
$251K -$12.4K -46 -5%
SFI
1754
SPC Financial Inc
Maryland
$251K – – –
DLG
1755
Daniel L. Goodwin
$250K +$249K +922 New
BCM
1756
Breiter Capital Management
Florida
$248K -$24.3K -90 -9%
RWA
1757
RGT Wealth Advisors
Texas
$247K -$173K -641 -41%
OLA
1758
Oliver Luxxe Assets
New Jersey
$247K – – –
SXL
1759
Summit X LLC
Missouri
$245K +$243K +901 New
AFM
1760
Abbot Financial Management
Massachusetts
$244K +$27K +100 +13%
WAS
1761
WESPAC Advisors SoCal
California
$244K +$108K +400 +80%
AIA
1762
Arbor Investment Advisors
North Carolina
$243K +$242K +896 New
SWA
1763
Sutton Wealth Advisors
Florida
$243K – – –
BHWM
1764
Bar Harbor Wealth Management
New Hampshire
$242K -$18.9K -70 -7%
KCPG
1765
Kavar Capital Partners Group
Kansas
$242K +$21.9K +81 +10%
OIWM
1766
OptiFour Integrated Wealth Management
Virginia
$241K – – –
KTC
1767
Kistler-Tiffany Companies
Pennsylvania
$240K -$180K -666 -43%
MIA
1768
MainStreet Investment Advisors
Illinois
$239K -$50.5K -187 -18%
KCM
1769
Karp Capital Management
California
$239K – – –
TF
1770
Tompkins Financial
New York
$237K -$228K -846 -49%
DC
1771
DeDora Capital
California
$237K – – –
EU
1772
Emory University
Georgia
$237K – – –
OCG
1773
Opus Capital Group
Ohio
$237K – – –
FM
1774
Foster & Motley
Ohio
$237K +$235K +872 New
KB
1775
Kimelman & Baird
New York
$237K +$236K +875 New
69 70
71
72 73