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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
2201
Heartwood Wealth Advisors
Virginia
$284K +$113K +372 +51%
LFG
2202
LifePlan Financial Group
Ohio
$283K +$52.2K +171 +18%
GCM
2203
Gables Capital Management
Florida
$282K +$76.3K +250 +30%
MCM
2204
Monarch Capital Management
Indiana
$281K – – –
BIA
2205
BHK Investment Advisors
Alabama
$281K +$332K +1,090 New
CMBA
2206
C.M. Bidwell & Associates
Hawaii
$280K +$915 +3 +0.3%
TAM
2207
Trillium Asset Management
Massachusetts
$280K +$54.6K +179 +20%
SWM
2208
Southern Wealth Management
Texas
$280K +$331K +1,086 New
LHC
2209
Little House Capital
Massachusetts
$279K -$47.3K -155 -13%
VCM
2210
Vision Capital Management
Oregon
$278K +$47.9K +157 +17%
KWA
2211
KCS Wealth Advisory
California
$277K -$18.3K -60 -5%
AA
2212
AF Advisors
California
$277K +$30.5K +100 +10%
BCM
2213
Beck Capital Management
Texas
$276K -$61.3K -201 -16%
JWA
2214
JFS Wealth Advisors
Pennsylvania
$273K -$10.4K -34 -3%
WTB
2215
Washington Trust Bank
Washington
$273K -$3.66K -12 -1%
CM
2216
Columbus Macro
Pennsylvania
$273K – – –
CCM
2217
Compass Capital Management
Minnesota
$272K +$9.46K +31 +3%
EU
2218
Emory University
Georgia
$272K +$34.2K +112 +12%
GG
2219
Gleason Group
Kentucky
$270K +$1.52K +5 +0.5%
SWRP
2220
Summit Wealth & Retirement Planning
California
$269K -$112K -366 -26%
BI
2221
Ballast Inc
Kentucky
$269K -$44.2K -145 -12%
PDM
2222
Penn Davis McFarland
Texas
$269K – – –
AFA
2223
Atlanta Financial Associates
Georgia
$269K +$318K +1,044 New
RI
2224
Rudd International
Florida
$268K -$4.27K -14 -1%
HW
2225
Hedeker Wealth
Illinois
$267K -$11.9K -39 -4%
87 88
89
90 91