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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2676
Viewpoint Capital Management
Washington
$981K – – –
PWS
2677
Private Wealth Strategies
Ohio
$980K +$445 +1 +0%
MMG
2678
Monetary Management Group
Missouri
$978K -$123K -275 -12%
PA
2679
Paragon Advisors
Texas
$977K -$1.63M -3,660 -64%
RFS
2680
Richardson Financial Services
Massachusetts
$974K +$913K +2,050 New
PA
2681
Prossimo Advisors
California
$974K – – –
EM
2682
Excalibur Management
Massachusetts
$973K -$12K -27 -1%
JWM
2683
JPL Wealth Management
Colorado
$972K +$911K +2,046 New
AIA
2684
Angeles Investment Advisors
California
$967K +$902K +2,026 New
DWM
2685
Dorchester Wealth Management
Quebec, Canada
$966K +$17.8K +40 +2%
CICI
2686
Capital Investment Counsel Inc
North Carolina
$966K +$905K +2,032 New
GWM
2687
Graybill Wealth Management
Illinois
$965K +$48.1K +108 +6%
SPWG
2688
Syntegra Private Wealth Group
Missouri
$963K +$8.91K +20 +1%
FL
2689
FreeGulliver LLC
Louisiana
$963K +$902K +2,025 New
PMSA
2690
Patrick M. Sweeney & Associates
Illinois
$960K +$900K +2,020 New
SA
2691
Sage Advisors
Colorado
$959K +$898K +2,017 New
CIM
2692
Chapman Investment Management
California
$959K – – –
PWM
2693
Prosperity Wealth Management
California
$957K -$573K -1,287 -39%
EB
2694
Exchange Bank
California
$955K -$10.2K -23 -1%
AIC
2695
Archer Investment Corporation
Indiana
$954K -$8.46K -19 -0.9%
APC
2696
Asset Planning Corporation
Tennessee
$953K +$19.6K +44 +2%
BMC
2697
Bear Mountain Capital
Washington
$952K +$893K +2,004 New
SMF
2698
Sterling Manor Financial
New York
$951K – – –
VWMG
2699
Virginia Wealth Management Group
Virginia
$951K – – –
A
2700
AlphaQuest
New York
$951K +$891K +2,000 New
106 107
108
109 110