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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
2601
Bogart Wealth LLC
Virginia
$438K +$338K +852 +228%
FWM
2602
FSA Wealth Management
Massachusetts
$437K +$486K +1,224 New
RI
2603
Rinkey Investments
California
$433K +$19.9K +50 +5%
IAG
2604
Investment Advisory Group
Massachusetts
$432K +$397 +1 +0.1%
FVWA
2605
Foster Victor Wealth Advisors
South Carolina
$432K +$3.18K +8 +0.7%
RPSA
2606
Richard P. Slaughter Associates
Texas
$429K +$16.3K +41 +4%
KAM
2607
Knightsbridge Asset Management
California
$428K – – –
HCM
2608
Hall Capital Management
Rhode Island
$426K – – –
IFS
2609
Intelligent Financial Strategies
Minnesota
$426K – – –
WF
2610
WoodTrust Financial
Wisconsin
$424K – – –
NF
2611
Norwood Financial
Pennsylvania
$424K +$794 +2 +0.2%
SG
2612
Stonnington Group
California
$423K -$479K -1,205 -51%
WP
2613
Wealthspan Partners
Iowa
$423K +$21.4K +54 +5%
WCWM
2614
Willow Creek Wealth Management
California
$421K – – –
BAM
2615
Bellevue Asset Management
Washington
$421K +$1.59K +4 +0.3%
AIA
2616
Arbor Investment Advisors
North Carolina
$420K – – –
CCM
2617
Cox Capital Management
Massachusetts
$418K – – –
AIS
2618
AM Investment Strategies
Tennessee
$418K +$153K +386 +49%
AIP
2619
Ahrens Investment Partners
Louisiana
$416K -$569K -1,433 -55%
SFMG
2620
Sage Financial Management Group
Virginia
$416K – – –
KFS
2621
Kurt F. Somerville
$415K +$246K +620 +115%
AWM
2622
AAF Wealth Management
Massachusetts
$414K -$50.4K -127 -10%
UAM
2623
Unison Asset Management
Florida
$414K +$460K +1,158 New
KCM
2624
Karp Capital Management
California
$413K -$542K -1,366 -54%
VFIC
2625
Valley Forge Investment Consultants
Pennsylvania
$413K – – –
103 104
105
106 107