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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
2701
Outlook Wealth Advisors
Texas
$497K -$3.21K -7 -0.7%
GIA
2702
GHP Investment Advisors
Colorado
$497K +$4.59K +10 +1%
GG
2703
Gleason Group
Kentucky
$496K +$918 +2 +0.2%
ACM
2704
Advance Capital Management
Michigan
$496K +$479K +1,044 New
MFC
2705
Mechanics Financial Corp
Ohio
$495K +$478K +1,042 New
AW
2706
Alaethes Wealth
Nevada
$494K – – –
SAM
2707
Stone Asset Management
Texas
$494K +$477K +1,039 New
KOMWMG
2708
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$494K +$478K +1,041 New
OWA
2709
One Wealth Advisors
California
$493K -$14.7K -32 -3%
WTB
2710
Washington Trust Bank
Washington
$492K – – –
PWA
2711
Physician Wealth Advisors
Utah
$490K -$34K -74 -7%
KL
2712
KWMG LLC
Kansas
$490K -$6.43K -14 -1%
IIC
2713
Integrated Investment Consultants
Michigan
$489K -$305K -665 -39%
TFA
2714
TPG Financial Advisors
Oregon
$489K -$11.9K -26 -2%
UCB
2715
United Community Bank
South Carolina
$489K +$472K +1,029 New
HHGA
2716
Halbert Hargrove Global Advisors
California
$487K -$28.9K -63 -6%
FC
2717
Fulcrum Capital
Washington
$487K -$18.4K -40 -4%
AIM
2718
Axiom Investment Management
New York
$487K +$471K +1,025 New
SLA
2719
Silver Lake Advisory
Utah
$485K +$918 +2 +0.2%
SIA
2720
Sage Investment Advisers
New York
$483K +$467K +1,017 New
OBGC
2721
O'Brien Greene & Co
Pennsylvania
$482K -$27.1K -59 -5%
HWM
2722
HFR Wealth Management
New York
$482K +$189K +411 +68%
CT
2723
Columbia Trust
Oregon
$481K – – –
CTFG
2724
Capstone Triton Financial Group
Oklahoma
$479K +$11K +24 +2%
TPWA
2725
TRUE Private Wealth Advisors
Oregon
$479K +$215K +469 +87%
107 108
109
110 111