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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MS
2501
Madden Securities
Texas
$319K +$835 +2 +0.3%
SWM
2502
Soundmark Wealth Management
Washington
$317K -$53.4K -128 -15%
VFA
2503
Voya Financial Advisors
Connecticut
$315K -$9.05M -21,688 -97%
PGAM
2504
Princeton Global Asset Management
New Jersey
$314K -$3.76K -9 -1%
ACA
2505
Aptus Capital Advisors
Alabama
$312K +$115K +276 +50%
BCM
2506
Boltwood Capital Management
California
$311K – – –
GWMIA
2507
Global Wealth Management Investment Advisory
Florida
$310K -$1.25K -3 -0.4%
ACM
2508
Azimuth Capital Management
Michigan
$310K – – –
MFGM
2509
Marshall Financial Group (Maryland)
Maryland
$309K -$424K -1,015 -58%
CNB
2510
Camden National Bank
Maine
$309K -$154K -370 -34%
BHWM
2511
Bay Harbor Wealth Management
Maryland
$309K -$21.7K -52 -7%
WCM
2512
Whitener Capital Management
North Carolina
$307K -$27.1K -65 -8%
BMD
2513
Better Money Decisions
New Mexico
$307K +$299K +717 New
MIM
2514
Moseley Investment Management
Florida
$304K – – –
PP
2515
PrairieView Partners
Minnesota
$303K -$158K -379 -35%
MC
2516
Miramar Capital
Illinois
$303K – – –
RWRC
2517
R.W. Roge & Company
New York
$303K – – –
RBFC
2518
Roman Butler Fullerton & Co
Missouri
$303K +$417 +1 +0.1%
AFS
2519
Access Financial Services
Minnesota
$303K +$9.6K +23 +3%
SA
2520
Stewardship Advisors
Pennsylvania
$301K +$294K +704 New
BIM
2521
Bridgecreek Investment Management
Oklahoma
$300K +$8.35K +20 +3%
IWP
2522
Insight Wealth Partners
Texas
$299K – – –
LB
2523
Legacy Bridge
Iowa
$298K – – –
FA
2524
FC Advisory
Pennsylvania
$297K – – –
FM
2525
Foster & Motley
Ohio
$296K – – –
99 100
101
102 103