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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
2501
Halbert Hargrove Global Advisors
California
$535K -$42.5K -107 -7%
PFG
2502
PAX Financial Group
Texas
$535K – – –
SXL
2503
Summit X LLC
Missouri
$534K +$72.3K +182 +14%
TDC
2504
Thompson Davis & Co
Virginia
$531K -$98.1K -247 -14%
RDFA
2505
Ritter Daniher Financial Advisory
Ohio
$531K – – –
AWC
2506
Adamsbrown Wealth Consultants
Kansas
$531K +$44.1K +111 +8%
WWP
2507
Waypoint Wealth Partners
California
$529K – – –
FAM
2508
Fenimore Asset Management
New York
$528K – – –
OAP
2509
One Advisory Partners
Kansas
$526K -$132K -332 -18%
OC
2510
Oarsman Capital
Wisconsin
$526K +$123K +310 +27%
AWM
2511
Aberdeen Wealth Management
Illinois
$525K – – –
MCP
2512
Mirador Capital Partners
California
$524K -$74.3K -187 -11%
WFM
2513
Wolff Financial Management
Michigan
$523K -$397 -1 -0.1%
MCM
2514
McDonough Capital Management
Florida
$523K – – –
IAP
2515
Indie Asset Partners
Indiana
$520K -$110K -277 -16%
LA
2516
Lindenwold Advisors
Pennsylvania
$518K -$145K -364 -20%
SHA
2517
Seneca House Advisors
Virginia
$517K -$20.3K -51 -3%
FWM
2518
Fortress Wealth Management
California
$516K +$1.99K +5 +0.3%
WWM
2519
Wiser Wealth Management
Georgia
$516K +$3.18K +8 +0.6%
TF
2520
TimeScale Financial
Massachusetts
$515K +$1.59K +4 +0.3%
BMC
2521
Beaton Management Company
Massachusetts
$514K +$39.7K +100 +7%
IP
2522
Isthmus Partners
Wisconsin
$513K -$139K -350 -20%
FCA
2523
FLC Capital Advisors
California
$510K -$456K -1,148 -45%
WFA
2524
Wade Financial Advisory
California
$510K -$397 -1 -0.1%
TIA
2525
Traphagen Investment Advisors
New Jersey
$508K -$19.5K -49 -3%
99 100
101
102 103