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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
NCFG
2651
New Century Financial Group
New Jersey
$1M +$939K +2,108 New
NL
2652
Navalign LLC
California
$1M -$171K -383 -15%
YWS
2653
Yarger Wealth Strategies
Ohio
$997K +$3.56K +8 +0.4%
LRIC
2654
Long Road Investment Counsel
Michigan
$997K – – –
PHS
2655
Pekin Hardy Strauss
Illinois
$996K -$13.4K -30 -1%
PCM
2656
Patient Capital Management
Maryland
$994K +$931K +2,091 New
HPM
2657
Hudson Portfolio Management
New York
$994K -$95.3K -214 -9%
LCC
2658
Lincoln Capital Corp
Rhode Island
$993K – – –
MFG
2659
Midwest Financial Group
Kansas
$992K -$18.7K -42 -2%
EFMC
2660
Empire Financial Management Company
New York
$992K – – –
CMP
2661
Courage Miller Partners
Virginia
$990K -$445 -1 -0%
HI
2662
Horizon Investments
North Carolina
$990K +$14.7K +33 +2%
EPP
2663
ETF Portfolio Partners
Kansas
$989K +$96.2K +216 +12%
SWM
2664
Sugarloaf Wealth Management
Georgia
$989K -$27.2K -61 -3%
OWMIAS
2665
One Wealth Management Investment & Advisory Services
Florida
$989K +$927K +2,081 New
HWA
2666
Heartwood Wealth Advisors
Virginia
$988K +$9.8K +22 +1%
B
2667
Bellecapital
Switzerland
$988K +$44.5K +100 +5%
NEWAS
2668
N.E.W. Advisory Services
Wisconsin
$987K +$47.2K +106 +5%
CCA
2669
Cora Capital Advisors
New Jersey
$986K +$59.2K +133 +7%
SCP
2670
Seizert Capital Partners
Michigan
$986K +$924K +2,075 New
APSI
2671
Asset Planning Services Inc
Louisiana
$986K +$9.36K +21 +1%
BTIM
2672
BancFirst Trust & Investment Management
Oklahoma
$985K – – –
BAM
2673
BOS Asset Management
Illinois
$984K +$58.8K +132 +7%
WE
2674
Wealth Effects
Massachusetts
$981K +$482K +1,083 +111%
RSA
2675
River Street Advisors
Illinois
$981K +$315K +708 +52%
105 106
107
108 109