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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
2626
Arbor Investment Advisors
North Carolina
$524K – – –
OWM
2627
Orgel Wealth Management
Wisconsin
$524K +$73.5K +165 +17%
TC
2628
Trust Company
Kansas
$523K -$73.5K -165 -12%
VFIC
2629
Valley Forge Investment Consultants
Pennsylvania
$523K – – –
MWA
2630
MFA Wealth Advisors
Pennsylvania
$521K -$288K -647 -36%
CP
2631
Camelot Portfolios
Ohio
$520K -$1.63M -3,650 -76%
HP
2632
HT Partners
Connecticut
$519K – – –
PCM
2633
Princeton Capital Management
New Jersey
$517K -$234K -526 -31%
MAG
2634
MRA Advisory Group
New Jersey
$517K -$186K -418 -27%
OCM
2635
Orleans Capital Management
Louisiana
$517K -$57.9K -130 -10%
KSCM
2636
Key Square Capital Management
Connecticut
$517K +$509K +1,144 New
JIM
2637
JCP Investment Management
Texas
$513K – – –
IWA
2638
IVC Wealth Advisors
Pennsylvania
$511K – – –
CCM
2639
Cox Capital Management
Massachusetts
$509K – – –
FNFDCM
2640
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$509K – – –
KCM
2641
Karp Capital Management
California
$508K -$93K -209 -16%
LCOV
2642
London Company of Virginia
Virginia
$507K -$775K -1,741 -61%
PMG
2643
Private Management Group
California
$506K -$8.9K -20 -2%
LAIC
2644
Lederer & Associates Investment Counsel
California
$506K – – –
OWM
2645
Opes Wealth Management
California
$506K – – –
TI
2646
TTP Investments
California
$506K +$1.78K +4 +0.4%
REMPR
2647
Roof Eidam Maycock Peralta (REMP)
California
$506K +$8.9K +20 +2%
BFP
2648
Briaud Financial Planning
Texas
$505K -$284K -637 -36%
GIA
2649
GHP Investment Advisors
Colorado
$505K +$32.1K +72 +7%
CNAM
2650
Campbell Newman Asset Management
Wisconsin
$504K -$77.9K -175 -14%
104 105
106
107 108