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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
2576
IMS Capital Management
Oregon
$723K +$77.8K +175 +12%
SWM
2577
Shakespeare Wealth Management
Wisconsin
$723K +$51.1K +115 +7%
CG
2578
Castellan Group
Kentucky
$723K -$3.38M -7,593 -82%
DC
2579
Darrow Company
Massachusetts
$720K +$2.67K +6 +0.4%
BFG
2580
Beacon Financial Group
Texas
$720K -$65.4K -147 -8%
SWM
2581
Seaside Wealth Management
California
$719K +$2.22K +5 +0.3%
EFG
2582
Everhart Financial Group
Ohio
$718K -$329K -740 -31%
SWM
2583
Sendero Wealth Management
Texas
$714K – – –
SW
2584
SkyOak Wealth
Michigan
$714K +$51.1K +115 +7%
PPWM
2585
PFG Private Wealth Management
Florida
$713K +$6.23K +14 +0.8%
KAM
2586
Kraft Asset Management
Tennessee
$711K -$50.7K -114 -6%
OAM
2587
Occidental Asset Management
California
$711K +$1.78K +4 +0.2%
AWMS
2588
Advocacy Wealth Management Services
Georgia
$709K – – –
PCA
2589
Providence Capital Advisors
North Carolina
$708K -$10.2K -23 -1%
SFG
2590
Synergy Financial Group
California
$707K +$55.6K +125 +8%
FC
2591
FCA Corp
Texas
$707K – – –
IIA
2592
ICW Investment Advisors
Arizona
$704K +$732K +1,646 New
SFM
2593
Stack Financial Management
Montana
$703K -$4.45K -10 -0.6%
CFCI
2594
Comprehensive Financial Consultants Institutional
Indiana
$703K -$56.5K -127 -7%
JA
2595
JVL Associates
Michigan
$701K +$185K +417 +34%
LFA
2596
LifeGuide Financial Advisors
Pennsylvania
$701K – – –
KFI
2597
Key Financial Inc
Pennsylvania
$700K +$3.56K +8 +0.5%
SIG
2598
Spinnaker Investment Group
California
$700K – – –
PFG
2599
PAX Financial Group
Texas
$699K +$16.5K +37 +2%
CWM
2600
Concentric Wealth Management
California
$696K -$44.5K -100 -6%
102 103
104
105 106