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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
2576
Syntal Capital Partners
Texas
$728K -$12.9K -29 -2%
ICM
2577
IMS Capital Management
Oregon
$723K +$77.8K +175 +12%
SWM
2578
Shakespeare Wealth Management
Wisconsin
$723K +$51.1K +115 +7%
CG
2579
Castellan Group
Kentucky
$723K -$3.38M -7,593 -82%
DC
2580
Darrow Company
Massachusetts
$720K +$2.67K +6 +0.4%
BFG
2581
Beacon Financial Group
Texas
$720K -$65.4K -147 -8%
SWM
2582
Seaside Wealth Management
California
$719K +$2.22K +5 +0.3%
EFG
2583
Everhart Financial Group
Ohio
$718K -$329K -740 -31%
SWM
2584
Sendero Wealth Management
Texas
$714K – – –
SW
2585
SkyOak Wealth
Michigan
$714K +$51.1K +115 +7%
PPWM
2586
PFG Private Wealth Management
Florida
$713K +$6.23K +14 +0.8%
KAM
2587
Kraft Asset Management
Tennessee
$711K -$50.7K -114 -6%
OAM
2588
Occidental Asset Management
California
$711K +$1.78K +4 +0.2%
AWMS
2589
Advocacy Wealth Management Services
Georgia
$709K – – –
PCA
2590
Providence Capital Advisors
North Carolina
$708K -$10.2K -23 -1%
SFG
2591
Synergy Financial Group
California
$707K +$55.6K +125 +8%
FC
2592
FCA Corp
Texas
$707K – – –
IIA
2593
ICW Investment Advisors
Arizona
$704K +$732K +1,646 New
SFM
2594
Stack Financial Management
Montana
$703K -$4.45K -10 -0.6%
CFCI
2595
Comprehensive Financial Consultants Institutional
Indiana
$703K -$56.5K -127 -7%
JA
2596
JVL Associates
Michigan
$701K +$185K +417 +34%
LFA
2597
LifeGuide Financial Advisors
Pennsylvania
$701K – – –
KFI
2598
Key Financial Inc
Pennsylvania
$700K +$3.56K +8 +0.5%
SIG
2599
Spinnaker Investment Group
California
$700K – – –
PFG
2600
PAX Financial Group
Texas
$699K +$16.5K +37 +2%
102 103
104
105 106