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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2226
Whitener Capital Management
North Carolina
$275K -$14.6K -50 -5%
VAS
2227
Vestmark Advisory Solutions
Massachusetts
$266K -$277K -946 -52%
BZWA
2228
Blue Zone Wealth Advisors
California
$265K -$207K -707 -45%
PIM
2229
Parker Investment Management
California
$265K -$74.9K -256 -23%
PCA
2230
Peddock Capital Advisors
Massachusetts
$264K – – –
AMM
2231
American Money Management
California
$264K +$251K +857 New
TAM
2232
Trillium Asset Management
Massachusetts
$263K -$68.8K -235 -22%
SCA
2233
SMH Capital Advisors
Texas
$263K +$585 +2 +0.2%
OCM
2234
Oakwood Capital Management
California
$263K +$250K +853 New
RWM
2235
Rezny Wealth Management
Florida
$263K +$250K +855 New
BHWM
2236
Bay Harbor Wealth Management
Maryland
$262K -$2.14M -7,315 -90%
HHAA
2237
Henry H. Armstrong Associates
Pennsylvania
$262K -$73.2K -250 -23%
ATPW
2238
Ashton Thomas Private Wealth
Arizona
$262K +$248K +848 New
FCFC
2239
First Citizens Financial Corp
Iowa
$261K +$7.32K +25 +3%
BI
2240
Ballast Inc
Kentucky
$260K -$59.1K -202 -19%
PK
2241
Pflug Koory
Nebraska
$260K – – –
BWP
2242
Bernardo Wealth Planning
Pennsylvania
$258K -$639K -2,183 -72%
GCM
2243
Gables Capital Management
Florida
$257K -$74.6K -255 -23%
AFS
2244
Access Financial Services
Minnesota
$257K +$244K +832 New
OCG
2245
Opus Capital Group
Ohio
$256K – – –
PWS
2246
Peloton Wealth Strategists
Indiana
$254K -$6.12M -20,916 -96%
VCM
2247
Vision Capital Management
Oregon
$253K -$74.6K -255 -24%
JIP
2248
Jaffetilchin Investment Partners
Florida
$253K +$240K +819 New
SAM
2249
Summit Asset Management
Tennessee
$252K – – –
RFWA
2250
RPg Family Wealth Advisory
Massachusetts
$251K -$49.8K -170 -17%
88 89
90
91 92