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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
2126
Monterey Private Wealth
California
$678K +$56.8K +160 +10%
WAM
2127
Weatherly Asset Management
California
$677K -$26.6K -75 -4%
GCA
2128
Gradient Capital Advisors
California
$675K +$153K +430 +31%
CYG
2129
Clean Yield Group
Vermont
$673K -$35.5K -100 -5%
NL
2130
NKCFO LLC
Illinois
$673K – – –
ARMC
2131
American Research & Management Company
Massachusetts
$671K – – –
AWM
2132
Altus Wealth Management
Kentucky
$670K -$39.7K -112 -6%
SXL
2133
Summit X LLC
Missouri
$663K +$629K +1,774 New
WQ
2134
Wealth Quarterback
New Jersey
$662K -$435K -1,225 -41%
BCA
2135
Biltmore Capital Advisors
New Jersey
$662K +$35.8K +101 +6%
UWM
2136
Urban Wealth Management
California
$662K +$628K +1,770 New
NIC
2137
Northwest Investment Counselors
Oregon
$659K +$355 +1 +0.1%
PFC
2138
Phocas Financial Corp
California
$658K – – –
WIA
2139
Wealthstreet Investment Advisors
Texas
$657K -$88K -248 -12%
BFP
2140
Briaud Financial Planning
Texas
$656K -$355 -1 -0.1%
HWM
2141
HighMark Wealth Management
Minnesota
$652K -$107K -302 -15%
KCM
2142
Kathmere Capital Management
Pennsylvania
$652K +$7.09K +20 +1%
DWM
2143
Darwin Wealth Management
Florida
$650K -$302K -852 -33%
IIC
2144
Integrated Investment Consultants
Michigan
$649K -$34.3M -96,819 -98%
SDWMA
2145
Schneider Downs Wealth Management Advisors
Pennsylvania
$648K -$35.5K -100 -5%
MCP
2146
Martin Capital Partners
Oregon
$648K +$615K +1,733 New
TGAM
2147
TBH Global Asset Management
Tennessee
$647K -$5.68K -16 -0.9%
EFL
2148
ERn Financial LLC
Wisconsin
$646K -$8.52K -24 -1%
FSA
2149
Financial Sense Advisors
California
$646K -$4.26K -12 -0.7%
ERIM
2150
Eagle Ridge Investment Management
Connecticut
$645K – – –
84 85
86
87 88