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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FCP
2601
Fidelis Capital Partners
Florida
$629K +$624K +1,623 New
SW
2602
SkyOak Wealth
Michigan
$629K -$573K -1,491 -48%
AWM
2603
AllSquare Wealth Management
New York
$629K – – –
LFA
2604
LifeGuide Financial Advisors
Pennsylvania
$627K -$20.8K -54 -3%
WFAG
2605
Worth Financial Advisory Group
North Carolina
$626K +$629K +1,637 New
PPWM
2606
PFG Private Wealth Management
Florida
$626K -$5.38K -14 -0.8%
ACM
2607
Academy Capital Management
Texas
$625K +$628K +1,633 New
AAM
2608
Autus Asset Management
Arizona
$622K -$769 -2 -0.1%
DIS
2609
Diversified Investment Strategies
Louisiana
$619K – – –
BPFA
2610
Barnes Pettey Financial Advisors
Mississippi
$619K -$30.4K -79 -5%
SWM
2611
Seaside Wealth Management
California
$618K -$12.3K -32 -2%
CFO
2612
CVA Family Office
Colorado
$618K -$72.6K -189 -10%
MWM
2613
Maripau Wealth Management
Indiana
$618K +$64.2K +167 +12%
CIA
2614
Cladis Investment Advisory
Montana
$617K +$102K +265 +20%
JWM
2615
JFG Wealth Management
Colorado
$616K -$5.38K -14 -0.9%
REMPR
2616
Roof Eidam Maycock Peralta (REMP)
California
$616K -$2.46M -6,412 -80%
III
2617
Independent Investors Inc
New York
$616K – – –
EFG
2618
Everhart Financial Group
Ohio
$615K +$15K +39 +2%
PVM
2619
Palogic Value Management
Texas
$611K +$614K +1,598 New
ACM
2620
Altrius Capital Management
North Carolina
$611K -$68.4K -178 -10%
AFA
2621
American Financial Advisors
Georgia
$611K -$187K -487 -23%
MSR
2622
Main Street Research
Connecticut
$610K -$114K -296 -16%
CSIA
2623
Charles Schwab Investment Advisory
California
$607K +$121K +316 +25%
WWM
2624
Wiser Wealth Management
Georgia
$606K +$53.8K +140 +10%
TFM
2625
TFC Financial Management
Massachusetts
$605K +$1.15K +3 +0.2%
103 104
105
106 107