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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PRWA
2551
Platte River Wealth Advisors
Colorado
$658K – – –
KIM
2552
Karpus Investment Management
New York
$658K +$39K +85 +7%
MFGM
2553
Marshall Financial Group (Maryland)
Maryland
$658K +$147K +321 +30%
JHCP
2554
Jackson Hole Capital Partners
Oklahoma
$657K +$18.8K +41 +3%
BWL
2555
Beacon Wealthcare LLC
North Carolina
$655K -$1.84K -4 -0.3%
PFA
2556
Professional Financial Advisors
Nebraska
$655K +$158K +345 +33%
BCM
2557
Buckhead Capital Management
Georgia
$653K -$4.13K -9 -0.7%
EFG
2558
Everhart Financial Group
Ohio
$653K – – –
MPW
2559
Monterey Private Wealth
California
$652K +$30.3K +66 +5%
GG
2560
Greenwood Gearhart
Arkansas
$651K +$236K +513 +60%
HS
2561
Horan Securities
United States
$649K +$627K +1,366 New
PCM
2562
Pointe Capital Management
Michigan
$645K – – –
BAM
2563
Blueshift Asset Management
New Jersey
$644K -$62M -135,089 -99%
FWM
2564
ForthRight Wealth Management
Georgia
$643K – – –
D
2565
Dentgroup
Louisiana
$642K +$620K +1,351 New
TIA
2566
Traphagen Investment Advisors
New Jersey
$642K – – –
HG
2567
Harbor Group
New Hampshire
$641K +$918 +2 +0.1%
BHWM
2568
Bar Harbor Wealth Management
New Hampshire
$640K – – –
LI
2569
Lafayette Investments
Maryland
$640K – – –
SPA
2570
Sentinel Pension Advisors
Massachusetts
$640K +$126K +274 +26%
DR
2571
Davis Rea
Ontario, Canada
$638K -$20.7K -45 -3%
ATIA
2572
American Trust Investment Advisors
New Hampshire
$637K – – –
DSAM
2573
Dock Street Asset Management
Florida
$636K +$614K +1,338 New
CFN
2574
Cordasco Financial Network
Florida
$635K -$98.7K -215 -14%
IWS
2575
Insight Wealth Strategies
California
$634K -$486K -1,059 -44%
101 102
103
104 105