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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
2551
Occidental Asset Management
California
$736K -$1.62M -3,849 -70%
AWMS
2552
Advocacy Wealth Management Services
Georgia
$735K – – –
FA
2553
Fountainhead AM
New Jersey
$735K -$93.2K -222 -12%
PPWM
2554
PFG Private Wealth Management
Florida
$734K +$11.8K +28 +2%
SFM
2555
Stack Financial Management
Montana
$733K -$260K -620 -27%
FC
2556
FCA Corp
Texas
$733K – – –
WSWA
2557
Warren Street Wealth Advisors
California
$731K +$358K +853 +107%
LFA
2558
LifeGuide Financial Advisors
Pennsylvania
$727K – – –
SIG
2559
Spinnaker Investment Group
California
$726K -$13.8K -33 -2%
HHGA
2560
Halbert Hargrove Global Advisors
California
$724K +$178K +423 +35%
KFI
2561
Key Financial Inc
Pennsylvania
$723K – – –
FS
2562
Ferguson Shapiro
Georgia
$720K -$29.8K -71 -4%
DIS
2563
Diversified Investment Strategies
Louisiana
$718K – – –
HCP
2564
Hexagon Capital Partners
Arkansas
$717K -$5.04K -12 -0.7%
FB
2565
First Bancorp
Maine
$715K -$63.8K -152 -9%
FNBOSM
2566
First National Bank of South Miami
Florida
$712K +$70.9K +169 +12%
WWM
2567
Wiser Wealth Management
Georgia
$712K -$65.5K -156 -9%
WPWM
2568
Western Pacific Wealth Management
Illinois
$709K -$105K -250 -14%
PFG
2569
PAX Financial Group
Texas
$708K +$40.3K +96 +6%
FG
2570
Foster Group
Iowa
$707K -$420 -1 -0.1%
AHB
2571
Abner Herrman & Brock
New Jersey
$706K +$7.13K +17 +1%
BPFA
2572
Barnes Pettey Financial Advisors
Mississippi
$706K -$10.9K -26 -2%
HWP
2573
Heritage Wealth Partners
Ohio
$704K +$667K +1,589 New
EFG
2574
Everhart Financial Group
Ohio
$704K +$351K +837 +53%
IP
2575
Investment Partners
Ohio
$701K +$420 +1 +0.1%
101 102
103
104 105