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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
2501
Sather Financial Group
Texas
$804K – – –
FF
2502
Francis Financial
$803K – – –
EF
2503
Exeter Financial
Arizona
$802K – – –
PVM
2504
Palogic Value Management
Texas
$801K +$88.1K +210 +13%
HIA
2505
HTG Investment Advisors
Connecticut
$799K – – –
SFS
2506
Strategic Financial Services
New York
$799K -$21K -50 -3%
CFCI
2507
Comprehensive Financial Consultants Institutional
Indiana
$798K -$132K -315 -15%
WAM
2508
Weatherly Asset Management
California
$798K – – –
BG
2509
Bellevue Group
Switzerland
$798K – – –
CYG
2510
Clean Yield Group
Vermont
$798K – – –
RWG
2511
Ratio Wealth Group
Colorado
$797K +$755K +1,798 New
FPGT
2512
Financial Partners Group (Tennessee)
Tennessee
$795K +$2.52K +6 +0.3%
VCM
2513
Vigilant Capital Management
Maine
$794K +$34K +81 +5%
BOS
2514
Bank of Stockton
California
$791K – – –
SWK
2515
Stephen W. Kidder
$789K -$29.4K -70 -4%
KAM
2516
Kraft Asset Management
Tennessee
$788K – – –
LL
2517
LWMG LLC
Minnesota
$784K +$70.9K +169 +11%
SFG
2518
Snider Financial Group
Washington
$780K +$738K +1,759 New
IPW
2519
Intergy Private Wealth
Colorado
$775K +$2.1K +5 +0.3%
RFG
2520
RFP Financial Group
Georgia
$775K +$54.6K +130 +8%
VC
2521
Vicus Capital
Pennsylvania
$774K -$514K -1,225 -10%
RWM
2522
Ruedi Wealth Management
Illinois
$774K +$420 +1 +0.1%
IAMOG
2523
Investors Asset Management of Georgia
Georgia
$773K +$2.52K +6 +0.3%
CWP
2524
Concord Wealth Partners
Virginia
$770K -$7.55K -18 -1%
CC
2525
Capital Counsel
New York
$769K – – –
99 100
101
102 103