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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
2601
Claremont Financial Group
California
$553K +$496K +1,113 +928%
DIS
2602
Diversified Investment Strategies
Louisiana
$551K – – –
SPL
2603
Smart Portfolios LLC
Washington
$550K – – –
NEWAS
2604
N.E.W. Advisory Services
Wisconsin
$547K +$41.8K +94 +7%
SIG
2605
Spinnaker Investment Group
California
$545K +$15.1K +34 +3%
HFP
2606
Holistic Financial Partners
Indiana
$545K +$25.4K +57 +5%
CPSC
2607
Carl P. Sherr & Co
Massachusetts
$544K -$345K -774 -39%
AHIA
2608
Andrew Hill Investment Advisors
Florida
$543K -$668K -1,501 -55%
CIA
2609
Cladis Investment Advisory
Montana
$542K – – –
HCM
2610
Hall Capital Management
Rhode Island
$539K -$47.6K -107 -8%
WCWM
2611
Willow Creek Wealth Management
California
$539K -$1.34K -3 -0.3%
FWM
2612
FSA Wealth Management
Massachusetts
$539K – – –
IFS
2613
Intelligent Financial Strategies
Minnesota
$539K – – –
MWM
2614
Maripau Wealth Management
Indiana
$538K +$171K +384 +44%
RDFA
2615
Ritter Daniher Financial Advisory
Ohio
$537K +$24.9K +56 +5%
TCM
2616
Telos Capital Management
California
$536K -$20K -45 -4%
SFA
2617
Souders Financial Advisors
Ohio
$533K – – –
RWM
2618
Reston Wealth Management
Virginia
$533K +$1.78K +4 +0.3%
DA
2619
Doliver Advisors
Texas
$533K +$163K +367 +45%
FA
2620
Fountainhead AM
New Jersey
$532K -$1.78K -4 -0.3%
LWM
2621
Liberty Wealth Management
California
$532K +$525K +1,179 New
BWA
2622
Bordeaux Wealth Advisors
California
$531K +$8.46K +19 +2%
BAM
2623
Bellevue Asset Management
Washington
$528K +$445 +1 +0.1%
JAM
2624
JCIC Asset Management
Ontario, Canada
$526K – – –
OC
2625
Oarsman Capital
Wisconsin
$525K – – –
103 104
105
106 107