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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
UAS
2701
United Asset Strategies
New York
$2.13M +$89.2K +123 +5%
SM
2702
Sensible Money
Arizona
$2.13M +$2.17K +3 +0.1%
DBRC
2703
D.B. Root & Company
Pennsylvania
$2.12M -$328K -452 -14%
AAS
2704
Asset Allocation Strategies
Michigan
$2.12M +$320K +442 +18%
EM
2705
Excalibur Management
Massachusetts
$2.12M +$109K +151 +6%
RC
2706
Resolute Capital
South Carolina
$2.12M +$2.05M +2,833 New
CCA
2707
Clearwater Capital Advisors
Illinois
$2.12M +$64.5K +89 +3%
AWM
2708
Aureum Wealth Management
Florida
$2.11M -$14.5K -20 -0.7%
FFG
2709
Frisch Financial Group
New York
$2.11M -$120K -166 -6%
CA
2710
Chatterton & Associates
California
$2.11M +$263K +363 +15%
WWA
2711
Wealth Watch Advisors
Colorado
$2.1M -$4.29M -5,920 -68%
SCP
2712
Silverleafe Capital Partners
Tennessee
$2.1M +$49.3K +68 +2%
DI
2713
Disciplined Investors
Texas
$2.1M +$2.9K +4 +0.1%
PWM
2714
Peck Wealth Management
New York
$2.1M – – –
MWM
2715
Manske Wealth Management
Texas
$2.1M -$200K -276 -9%
APW
2716
Aventura Private Wealth
Florida
$2.09M -$209K -288 -9%
WCM
2717
Warburton Capital Management
Oklahoma
$2.09M – – –
WCP
2718
Wealthcare Capital Partners
Pennsylvania
$2.09M +$350K +483 +21%
IWAO
2719
Independence Wealth Advisors (Ohio)
Ohio
$2.09M +$175K +242 +9%
S
2720
Sunpointe
Missouri
$2.09M -$365K -504 -15%
FFP
2721
Forbes Financial Planning
Rhode Island
$2.09M -$50.8K -70 -2%
RCM
2722
Radnor Capital Management
Pennsylvania
$2.08M -$1.45K -2 -0.1%
HI
2723
HBK Investments
Texas
$2.08M -$761K -1,050 -27%
BOM
2724
Bank of Marin
California
$2.08M – – –
VBFP
2725
Valtinson Bruner Financial Planning
Minnesota
$2.07M +$24.6K +34 +1%
107 108
109
110 111