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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
KWP
2701
Keystone Wealth Partners
Arizona
$456K -$34.3K -77 -7%
ICM
2702
IMS Capital Management
Oregon
$456K -$28.5K -64 -6%
EIA
2703
Eastover Investment Advisors
North Carolina
$456K -$20.9K -47 -4%
SDWIA
2704
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$455K +$131K +295 +41%
OWA
2705
Outlook Wealth Advisors
Texas
$454K -$17.8K -40 -4%
SAM
2706
Stone Asset Management
Texas
$454K -$14.7K -33 -3%
IP
2707
Intellectus Partners
California
$454K +$76.6K +172 +21%
1CP
2708
17 Capital Partners
Arizona
$452K – – –
CM
2709
Capital Management
Virginia
$452K – – –
PCM
2710
Palisade Capital Management
New Jersey
$452K – – –
SIA
2711
Strategic Investment Advisors
Michigan
$452K +$48.1K +108 +12%
CM
2712
Crestline Management
Texas
$452K +$445K +1,000 New
FLC
2713
Fifth Lane Capital
Texas
$452K +$445K +1,000 New
SAM
2714
Sawgrass Asset Management
Florida
$452K +$446K +1,001 New
APW
2715
Acima Private Wealth
Virginia
$451K – – –
FSA
2716
Financial Sense Advisors
California
$450K -$272K -612 -38%
PCFFS
2717
Pacific Center for Financial Services
California
$450K – – –
MCA
2718
Magnolia Capital Advisors
Mississippi
$450K +$6.23K +14 +1%
AIM
2719
Athena Investment Management
California
$450K +$448K +1,006 New
MFC
2720
Mechanics Financial Corp
Ohio
$449K -$20.9K -47 -5%
TNAM
2721
Terra Nova Asset Management
New York
$448K – – –
WSCM
2722
Wellington Shields Capital Management
New York
$448K – – –
SBF
2723
Sara-Bay Financial
Florida
$448K +$442K +992 New
MWP
2724
Meridian Wealth Partners
Pennsylvania
$446K – – –
SA
2725
Sicart Associates
New York
$446K +$199K +447 +83%
107 108
109
110 111