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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2601
Shelton Capital Management
Colorado
$1.59M +$142K +242 +9%
TFM
2602
TFC Financial Management
Massachusetts
$1.59M -$115K -195 -6%
NFP
2603
Narus Financial Partners
Utah
$1.59M +$155K +264 +10%
BWM
2604
BlackDiamond Wealth Management
New York
$1.58M -$18.2K -31 -1%
LF
2605
Lantz Financial
Illinois
$1.58M +$54.1K +92 +3%
TLP
2606
Trinity Legacy Partners
Texas
$1.58M -$3.48M -5,924 -69%
BMC
2607
Beaton Management Company
Massachusetts
$1.58M -$93.5K -159 -5%
LFA
2608
Legacy Financial Advisors
Kentucky
$1.58M +$5.88K +10 +0.4%
IFA
2609
Index Fund Advisors
California
$1.58M +$13.5K +23 +0.8%
HPA
2610
High Probability Advisors
New York
$1.58M -$588 -1 -0%
SIAS
2611
Summit Investment Advisory Services
Minnesota
$1.58M -$28.8K -49 -2%
CWAF
2612
Core Wealth Advisors (Florida)
Florida
$1.58M -$588 -1 -0%
CL
2613
COWA LLC
Oklahoma
$1.58M -$52.9K -90 -3%
CCM
2614
Chickasaw Capital Management
Tennessee
$1.58M -$263K -448 -14%
MSWA
2615
Marshall & Sterling Wealth Advisors
New York
$1.58M – – –
PAWA
2616
Palo Alto Wealth Advisors
California
$1.58M -$35.3K -60 -2%
PWMA
2617
Pension & Wealth Management Advisors
Massachusetts
$1.57M +$707K +1,202 +75%
MGP
2618
Metis Global Partners
California
$1.57M -$785K -1,336 -32%
AIS
2619
Accredited Investor Services
Minnesota
$1.57M +$312K +530 +23%
RIA
2620
Realta Investment Advisors
Delaware
$1.57M -$142K -241 -8%
BDWCC
2621
B&D White Capital Company
Texas
$1.57M -$226M -384,399 -99%
WCM
2622
Warburton Capital Management
Oklahoma
$1.56M – – –
OPA
2623
Old Port Advisors
Maine
$1.56M +$15.3K +26 +0.9%
TRIA
2624
Trail Ridge Investment Advisors
Colorado
$1.56M -$547K -931 -25%
NI
2625
NCP Inc
California
$1.56M +$16.5K +28 +1%
103 104
105
106 107