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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2501
BOS Asset Management
Illinois
$829K +$48.9K +110 +6%
SOAG
2502
Silver Oak Advisory Group
Oregon
$827K -$19.1K -43 -2%
ORC
2503
O'Rourke & Company
Massachusetts
$825K +$24.5K +55 +3%
NPA
2504
Nichols & Pratt Advisers
Massachusetts
$824K +$635K +1,427 +285%
DWM
2505
Drive Wealth Management
Utah
$823K +$20K +45 +2%
RSS
2506
Rosenblum Silverman Sutton
California
$822K -$11.6K -26 -1%
GWM
2507
Graybill Wealth Management
Illinois
$822K +$155K +348 +22%
YAL
2508
Your Advocates Ltd
Texas
$822K -$86.3K -194 -9%
CAS
2509
Coppell Advisory Solutions
Texas
$820K -$57.4K -129 -6%
CTC
2510
Corundum Trust Company
South Dakota
$815K -$142K -320 -14%
IAS
2511
IMA Advisory Services
Colorado
$809K – – –
M
2512
MYeCFO
California
$809K +$33.4K +75 +4%
MSA
2513
Marino Stram & Associates
Massachusetts
$807K +$7.56K +17 +0.9%
LBWM
2514
Left Brain Wealth Management
Illinois
$806K – – –
GWCM
2515
Godshalk Welsh Capital Management
Pennsylvania
$802K – – –
RCM
2516
Radnor Capital Management
Pennsylvania
$800K – – –
CSIA
2517
Charles Schwab Investment Advisory
California
$798K -$48.9K -110 -6%
EPP
2518
ETF Portfolio Partners
Kansas
$797K +$67.6K +152 +9%
FCM
2519
Fourpath Capital Management
Oklahoma
$797K +$829K +1,863 New
MAM
2520
Meeder Asset Management
Ohio
$796K – – –
PFC
2521
Poplar Forest Capital
California
$793K – – –
WRPWM
2522
Werba Rubin Papier Wealth Management
California
$791K – – –
CTA
2523
Colonial Trust Advisors
South Carolina
$790K – – –
JE
2524
JMAC Enterprises
Pennsylvania
$790K +$2.67K +6 +0.3%
WBCM
2525
Wilson & Boucher Capital Management
California
$783K -$1.78K -4 -0.2%
99 100
101
102 103