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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMG
2351
Levy Wealth Management Group
Pennsylvania
$754K -$819 -2 -0.1%
LCC
2352
Lincoln Capital Corp
Rhode Island
$754K -$819 -2 -0.1%
AOWM
2353
Alpha Omega Wealth Management
Virginia
$754K +$11.1K +27 +1%
MWM
2354
Mascoma Wealth Management
New Hampshire
$754K +$22.5K +55 +3%
CB
2355
CNB Bank
Pennsylvania
$753K – – –
BMM
2356
Buffington Mohr McNeal
Idaho
$751K -$95K -232 -10%
BFG
2357
Beacon Financial Group
Texas
$751K +$113K +277 +17%
PWS
2358
Private Wealth Strategies
Ohio
$747K +$410 +1 +0.1%
VWMG
2359
Virginia Wealth Management Group
Virginia
$747K +$811K +1,980 New
PHIC
2360
Pine Haven Investment Counsel
Massachusetts
$745K – – –
AA
2361
Axiom Advisory
California
$745K +$2.46K +6 +0.3%
EFL
2362
ERn Financial LLC
Wisconsin
$744K +$10.2K +25 +1%
LKIM
2363
Lawson Kroeker Investment Management
Nebraska
$743K -$51.2K -125 -6%
NAS
2364
Nicolet Advisory Services
Wisconsin
$742K -$42.2K -103 -5%
KFS
2365
Kelly Financial Services
Massachusetts
$741K -$274K -668 -25%
TWM
2366
Trevian Wealth Management
Massachusetts
$741K +$150K +367 +23%
DWM
2367
Darwin Wealth Management
Florida
$740K -$2.46K -6 -0.3%
DR
2368
Davis Rea
Ontario, Canada
$738K +$501K +1,223 +168%
TIAM2
2369
Tru Independence Asset Management 2
Oregon
$735K -$25.8M -63,000 -97%
SW
2370
SkyOak Wealth
Michigan
$735K +$602K +1,470 +308%
CPSC
2371
Carl P. Sherr & Co
Massachusetts
$733K +$303K +739 +61%
TGAM
2372
TBH Global Asset Management
Tennessee
$732K -$32.8K -80 -4%
IPW
2373
Intergy Private Wealth
Colorado
$731K +$1.23K +3 +0.2%
IFA
2374
Interactive Financial Advisors
Illinois
$730K -$2.57M -6,274 -79%
MFGM
2375
Marshall Financial Group (Maryland)
Maryland
$730K -$317K -774 -29%
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95
96 97