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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
2301
Foster & Motley
Ohio
$253K – – –
AIA
2302
AIMZ Investment Advisors
California
$253K +$308 +1 +0.1%
IWP
2303
IAG Wealth Partners
Wisconsin
$251K +$240K +779 New
KCM
2304
Karp Capital Management
California
$248K – – –
SWM
2305
Shakespeare Wealth Management
Wisconsin
$248K – – –
FWM
2306
FSA Wealth Management
Massachusetts
$246K +$235K +764 New
BA
2307
Baugh & Associates
Georgia
$245K -$4.31K -14 -2%
GG
2308
Greenwood Gearhart
Arkansas
$244K – – –
RWRC
2309
R.W. Roge & Company
New York
$243K +$231K +750 New
LK
2310
Lumbard & Kellner
New Hampshire
$241K – – –
1WA
2311
180 Wealth Advisors
Washington
$240K – – –
MMM
2312
Mendel Money Management
Illinois
$238K -$8.31K -27 -4%
CPC
2313
Congress Park Capital
New York
$238K +$228K +741 New
IDA
2314
Intelligence Driven Advisers
California
$237K +$227K +737 New
PWMG
2315
Prestige Wealth Management Group
New Jersey
$236K +$308 +1 +0.1%
FA
2316
FC Advisory
Pennsylvania
$235K +$308 +1 +0.1%
HWA
2317
Heartwood Wealth Advisors
Virginia
$235K +$224K +729 New
HFS
2318
Haverford Financial Services
Pennsylvania
$234K +$224K +727 New
RC
2319
Rinet Company
Massachusetts
$233K +$223K +725 New
AIA
2320
Arbor Investment Advisors
North Carolina
$232K – – –
CIAS
2321
CBIZ Investment Advisory Services
Ohio
$232K – – –
MHIC
2322
Marble Harbor Investment Counsel
Massachusetts
$232K +$222K +720 New
MWM
2323
Maltin Wealth Management
New Jersey
$232K +$222K +721 New
PCMC
2324
Private Capital Management (Colorado)
Colorado
$231K – – –
FC
2325
Fusion Capital
South Carolina
$231K +$221K +718 New
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93
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