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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2651
BCGM Wealth Management
Indiana
$434K – – –
HP
2652
HT Partners
Connecticut
$434K – – –
GA
2653
Greenspring Advisors
Maryland
$434K +$189K +462 +67%
IWP
2654
Insight Wealth Partners
Texas
$432K -$693K -1,692 -60%
JIM
2655
JCP Investment Management
Texas
$429K – – –
KL
2656
KWMG LLC
Kansas
$428K +$50K +122 +12%
IWA
2657
IVC Wealth Advisors
Pennsylvania
$427K +$410 +1 +0.1%
FNFDCM
2658
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$426K – – –
REMPR
2659
Roof Eidam Maycock Peralta (REMP)
California
$426K +$2.87K +7 +0.6%
RI
2660
Rinkey Investments
California
$426K +$30.7K +75 +8%
WP
2661
Wealthspan Partners
Iowa
$426K +$463K +1,130 New
OWM
2662
Opes Wealth Management
California
$424K +$1.23K +3 +0.3%
CP
2663
Camelot Portfolios
Ohio
$423K -$12.7K -31 -3%
LAIC
2664
Lederer & Associates Investment Counsel
California
$423K – – –
PMG
2665
Private Management Group
California
$423K – – –
HFG
2666
Heron Financial Group
New York
$423K +$74.1K +181 +19%
BFP
2667
Briaud Financial Planning
Texas
$422K – – –
LAM
2668
LFS Asset Management
California
$422K +$458K +1,118 New
KBFS
2669
Kohmann Bosshard Financial Services
Ohio
$420K – – –
CGFA
2670
Colton Groome Financial Advisors
North Carolina
$418K +$454K +1,108 New
EPWM
2671
Essex Private Wealth Management
Massachusetts
$417K +$243K +593 +115%
CT
2672
Columbia Trust
Oregon
$415K – – –
CNFG
2673
Creegan & Nassoura Financial Group
New Hampshire
$415K – – –
HCP
2674
Holt Capital Partners
Texas
$415K +$450K +1,099 New
MCM
2675
Monarch Capital Management
Indiana
$414K – – –
105 106
107
108 109