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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WTFG
2551
Wells Trecaso Financial Group
Ohio
$674K -$59.8K -150 -8%
HT
2552
HighTower Trust
Texas
$672K -$32.3K -81 -4%
LFA
2553
LifeGuide Financial Advisors
Pennsylvania
$671K – – –
KFI
2554
Key Financial Inc
Pennsylvania
$668K +$25.1K +63 +4%
HCP
2555
Hexagon Capital Partners
Arkansas
$667K -$41.5K -104 -6%
AWM
2556
AllSquare Wealth Management
New York
$667K -$5.99K -15 -0.9%
PPWM
2557
PFG Private Wealth Management
Florida
$666K -$4.39K -11 -0.7%
PFC
2558
Phocas Financial Corp
California
$665K -$55.9K -140 -8%
SWM
2559
Seaside Wealth Management
California
$664K +$2.39K +6 +0.4%
RFG
2560
RFP Financial Group
Georgia
$663K -$89.8K -225 -12%
DIS
2561
Diversified Investment Strategies
Louisiana
$663K – – –
BPFA
2562
Barnes Pettey Financial Advisors
Mississippi
$662K – – –
AFA
2563
American Financial Advisors
Georgia
$662K +$7.98K +20 +1%
CFO
2564
CVA Family Office
Colorado
$662K +$399 +1 +0.1%
REMPR
2565
Roof Eidam Maycock Peralta (REMP)
California
$660K – – –
LL
2566
LWMG LLC
Minnesota
$655K -$4.43M -11,106 -87%
PVM
2567
Palogic Value Management
Texas
$654K – – –
FG
2568
Foster Group
Iowa
$654K -$361K -906 -36%
AIP
2569
Ahrens Investment Partners
Louisiana
$650K -$628K -1,574 -50%
GAA
2570
Global Assets Advisory
Florida
$650K – – –
EFG
2571
Everhart Financial Group
Ohio
$648K -$10.4K -26 -2%
TF
2572
TimeScale Financial
Massachusetts
$648K +$56.7K +142 +10%
IP
2573
Investment Partners
Ohio
$647K -$2.08M -5,223 -77%
AHB
2574
Abner Herrman & Brock
New Jersey
$645K +$12.8K +32 +2%
IP
2575
Isthmus Partners
Wisconsin
$644K -$6M -15,038 -91%
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103
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