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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
2476
BOK Financial Private Wealth
Colorado
$774K -$1.18M -3,065 -60%
M
2477
MYeCFO
California
$772K +$776K +2,018 New
MWM
2478
Mascoma Wealth Management
New Hampshire
$769K +$2.69K +7 +0.3%
CC
2479
Capital Counsel
New York
$769K – – –
CB
2480
CNB Bank
Pennsylvania
$766K – – –
ACA
2481
Affinity Capital Advisors
California
$766K +$96.1K +250 +14%
HNW
2482
High Note Wealth
Minnesota
$765K – – –
NC
2483
NovaPoint Capital
Georgia
$765K +$74.2K +193 +11%
RSS
2484
Rosenblum Silverman Sutton
California
$765K -$2.69K -7 -0.3%
ECM
2485
EMC Capital Management
Texas
$765K – – –
KL
2486
KIM LLC
Kansas
$765K +$384K +1,000 +100%
HHMI
2487
Howard Hughes Medical Institute
Maryland
$765K – – –
VWMG
2488
Virginia Wealth Management Group
Virginia
$765K – – –
SC
2489
Scholtz & Company
Connecticut
$764K -$116K -301 -13%
LCM
2490
Leisure Capital Management
California
$763K -$30.4K -79 -4%
CCG
2491
Capital CS Group
California
$760K -$41.5K -108 -5%
SWM
2492
Sendero Wealth Management
Texas
$760K -$29.2K -76 -4%
RVM
2493
Robinson Value Management
Texas
$758K -$14.6K -38 -2%
RIA
2494
Retirement Investment Advisors
Oklahoma
$758K +$762K +1,983 New
CBA
2495
Coastal Bridge Advisors
Connecticut
$758K -$202K -525 -21%
NCM
2496
Next Capital Management
New York
$756K +$422K +1,097 +125%
PHIC
2497
Pine Haven Investment Counsel
Massachusetts
$755K – – –
FMP
2498
Financial Management Professionals
Texas
$755K -$4.71M -12,242 -86%
LKIM
2499
Lawson Kroeker Investment Management
Nebraska
$753K – – –
CFM
2500
Coronation Fund Managers
South Africa
$753K +$757K +1,970 New
98 99
100
101 102