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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
GTCM
2551
Gyon Technologies Capital Management
New Jersey
– -$322K -1,000 Closed
RFN
2552
RDA Financial Network
Iowa
– -$301K -920 Closed
AMM
2553
American Money Management
California
– -$291K -903 Closed
RPA
2554
Rock Point Advisors
Vermont
– -$281K -873 Closed
JA
2555
JOYN Advisors
Georgia
– -$279K -868 Closed
VFM
2556
Vivid Financial Management
California
– -$286K -861 Closed
BCM
2557
Brookmont Capital Management
Texas
– -$276K -857 Closed
DACG
2558
Donor Advised Charitable Giving
California
– -$275K -855 Closed
CIA
2559
CCM Investment Advisers
South Carolina
– -$274K -853 Closed
SWMG
2560
Signature Wealth Management Group
Georgia
– -$274K -852 Closed
CCT
2561
Chemung Canal Trust
New York
– -$270K -839 Closed
MIA
2562
MainStreet Investment Advisors
Illinois
– -$262K -816 Closed
AFS
2563
Access Financial Services
Minnesota
– -$262K -815 Closed
SLG
2564
Stanley-Laman Group
Pennsylvania
– -$260K -807 Closed
AFWM
2565
AMJ Financial Wealth Management
Virginia
– -$255K -793 Closed
SO
2566
STRS Ohio
Ohio
– -$254K -790 Closed
GCM
2567
Gibraltar Capital Management
Oklahoma
– -$254K -789 Closed
SWM
2568
Shakespeare Wealth Management
Wisconsin
– -$248K -769 Closed
BA
2569
Baugh & Associates
Georgia
– -$245K -762 Closed
LK
2570
Lumbard & Kellner
New Hampshire
– -$241K -750 Closed
RWRC
2571
R.W. Roge & Company
New York
– -$243K -750 Closed
CPC
2572
Congress Park Capital
New York
– -$238K -741 Closed
1WA
2573
180 Wealth Advisors
Washington
– -$240K -731 Closed
HFS
2574
Haverford Financial Services
Pennsylvania
– -$234K -727 Closed
FA
2575
FC Advisory
Pennsylvania
– -$235K -726 Closed
101 102
103
104 105