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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2576
Salvus Wealth Management
New Jersey
$642K +$625K +1,567 New
CRI
2577
Commonwealth Retirement Investments
Virginia
$642K -$194K -485 -24%
SXL
2578
Summit X LLC
Missouri
$640K +$107K +268 +21%
AIS
2579
AM Investment Strategies
Tennessee
$639K +$51.5K +129 +9%
AA
2580
Aufman Associates
Pennsylvania
$639K – – –
EBWM
2581
Eagle Bluffs Wealth Management
Missouri
$639K – – –
EWA
2582
Encompass Wealth Advisors
Oregon
$638K – – –
TDC
2583
Thompson Davis & Co
Virginia
$638K -$36.7K -92 -6%
SEM
2584
Suncoast Equity Management
Florida
$635K +$215K +539 +53%
FCT
2585
Family Capital Trust
Massachusetts
$635K -$1.2K -3 -0.2%
CA
2586
CapWealth Advisors
Tennessee
$634K -$249K -624 -29%
HCA
2587
Hyperion Capital Advisors
New York
$634K – – –
BCM
2588
Buckhead Capital Management
Georgia
$630K – – –
SCP
2589
Stevens Capital Partners
Nebraska
$629K +$1.6K +4 +0.3%
JWWM
2590
Johnson & White Wealth Management
Pennsylvania
$621K +$605K +1,516 New
GDP
2591
Great Diamond Partners
Maine
$621K -$5.74M -14,391 -90%
QHA
2592
Quarry Hill Advisors
Minnesota
$619K – – –
ACG
2593
Allen Capital Group
Nebraska
$619K +$603K +1,511 New
IIC
2594
Integrated Investment Consultants
Michigan
$617K -$369K -925 -38%
SW
2595
SkyOak Wealth
Michigan
$617K -$54.7K -137 -8%
ACM
2596
Ategra Capital Management
Virginia
$617K +$71.8K +180 +14%
CAM
2597
Cypress Asset Management
Texas
$616K +$21.5K +54 +4%
PFG
2598
PAX Financial Group
Texas
$615K +$1.6K +4 +0.3%
RIM
2599
RW Investment Management
Idaho
$615K +$292K +731 +95%
DAM
2600
Doheny Asset Management
California
$614K – – –
102 103
104
105 106