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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
2176
Heartwood Wealth Advisors
Virginia
$369K – – –
CNFG
2177
Creegan & Nassoura Financial Group
New Hampshire
$368K – – –
CMBA
2178
C.M. Bidwell & Associates
Hawaii
$366K +$663 +2 +0.2%
BZWA
2179
Blue Zone Wealth Advisors
California
$364K +$74.6K +225 +26%
MCM
2180
Monarch Capital Management
Indiana
$362K – – –
AA
2181
AF Advisors
California
$360K – – –
CWM
2182
Cranbrook Wealth Management
Michigan
$360K – – –
KWA
2183
KCS Wealth Advisory
California
$359K – – –
CM
2184
Columbus Macro
Pennsylvania
$355K – – –
HFP
2185
Holistic Financial Partners
Indiana
$355K – – –
MC
2186
Montag & Caldwell
Georgia
$355K +$352K +1,061 New
WA
2187
WealthTrust Axiom
Pennsylvania
$354K -$33.1K -100 -9%
AHB
2188
Abner Herrman & Brock
New Jersey
$353K -$2.65K -8 -0.8%
EU
2189
Emory University
Georgia
$353K – – –
GG
2190
Gleason Group
Kentucky
$352K – – –
PDM
2191
Penn Davis McFarland
Texas
$350K – – –
WFA
2192
Wade Financial Advisory
California
$349K +$29.8K +90 +9%
BPCA
2193
Bank Pictet & Cie (Asia)
Singapore
$348K -$253K -762 -42%
PS
2194
Planned Solutions
California
$348K +$344K +1,039 New
MCM
2195
Maple Capital Management
Vermont
$346K +$21.5K +65 +7%
BCM
2196
Boltwood Capital Management
California
$345K -$3.31K -10 -1%
FSCM
2197
Front Street Capital Management
Montana
$342K +$171K +517 +35%
FI
2198
Financial Insights
Washington
$342K +$184K +555 +119%
TWM
2199
Tanglewood Wealth Management
Texas
$341K – – –
LK
2200
Lumbard & Kellner
New Hampshire
$340K +$96.8K +292 +39%
86 87
88
89 90