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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
2351
HBC Financial Services
Washington
$103K – – –
SIS
2352
Sound Income Strategies
Florida
$96K +$4.39K +15 +5%
LS
2353
Leelyn Smith
Illinois
$94K – – –
AWM
2354
Avondale Wealth Management
Texas
$93K – – –
BCM
2355
Bourgeon Capital Management
Connecticut
$89K – – –
LF
2356
Lee Financial
Texas
$89K +$59.7K +204 +246%
MHR
2357
Matthew Hamilton Rosenberg
$87K – – –
NSB
2358
Norway Savings Bank
Maine
$86K – – –
HWA
2359
HHM Wealth Advisors
Tennessee
$82K -$36.9K -126 -32%
HFM
2360
Hartford Financial Management
Connecticut
$81K – – –
MAM
2361
Meeder Asset Management
Ohio
$77K -$280K -955 -79%
TJHA
2362
Thomas J. Herzfeld Advisors
Florida
$72K – – –
SDWIA
2363
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$67K +$62.1K +212 New
CWA
2364
Carolina Wealth Advisors
South Carolina
$64K – – –
DOA
2365
D'Orazio & Associates
Virginia
$64K +$293 +1 +0.5%
FBT
2366
First Bank & Trust
South Dakota
$62K +$58.5K +200 New
KDAM
2367
KLS Diversified Asset Management
New York
$62K +$58.5K +200 New
SFPG
2368
Stonebridge Financial Planning Group
Florida
$58K – – –
IRC
2369
Investors Research Corp
Georgia
$57K – – –
TCM
2370
Tradewinds Capital Management
Washington
$57K +$7.03K +24 +15%
GP
2371
Greenline Partners
New York
$56K -$2.93K -10 -5%
MG
2372
MilWealth Group
Wisconsin
$55.2K – – –
NCM
2373
New Capital Management
Texas
$54K – – –
HI
2374
Hoey Investments
Pennsylvania
$52K -$293 -1 -0.6%
CI
2375
CX Institutional
Indiana
$49K -$44.2K -151 -49%
93 94
95
96 97