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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
2576
Socha Financial Group
New York
$660K +$408K +1,062 +160%
OAP
2577
One Advisory Partners
Kansas
$658K +$95.7K +249 +17%
JCM
2578
Jacobsen Capital Management
Utah
$657K +$660K +1,718 New
BMC
2579
Beaton Management Company
Massachusetts
$655K +$106K +275 +19%
PAG
2580
Powers Advisory Group
Illinois
$653K – – –
NIM
2581
Nicollet Investment Management
Minnesota
$652K +$1.15K +3 +0.2%
FMN
2582
Financial Management Network
California
$651K +$19.6K +51 +3%
PCM
2583
Passive Capital Management
Maryland
$650K – – –
EGWAG
2584
Elwood & Goetz Wealth Advisory Group
Georgia
$648K -$36.5K -95 -5%
HIA
2585
HTG Investment Advisors
Connecticut
$648K +$651K +1,693 New
CWP
2586
Concord Wealth Partners
Virginia
$647K -$8.07K -21 -1%
D
2587
Diversified
Delaware
$647K +$311K +808 +91%
FPCG
2588
Fort Pitt Capital Group
Pennsylvania
$646K +$3.46K +9 +0.5%
HW
2589
Hedeker Wealth
Illinois
$646K +$421K +1,095 +184%
SFG
2590
Steward Financial Group
Texas
$644K – – –
JWM
2591
Jessup Wealth Management
Ohio
$642K +$646K +1,680 New
FPWM
2592
FSB Premier Wealth Management
Iowa
$641K -$38.4K -100 -6%
EF
2593
Exeter Financial
Arizona
$641K +$59.2K +154 +10%
WAM
2594
Weatherly Asset Management
California
$639K -$18.8K -49 -3%
SPA
2595
Sentinel Pension Advisors
Massachusetts
$638K +$2.69K +7 +0.4%
SIAS
2596
Summit Investment Advisory Services
Minnesota
$637K +$640K +1,666 New
PCA
2597
Prosperity Capital Advisors
Ohio
$636K +$639K +1,663 New
AWMS
2598
Advocacy Wealth Management Services
Georgia
$634K -$384 -1 -0.1%
MAS
2599
Meeder Advisory Services
Ohio
$634K +$637K +1,658 New
FC
2600
FCA Corp
Texas
$633K – – –
102 103
104
105 106