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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2701
Addison Advisors
Vermont
$528K -$339K -883 -39%
LIA
2702
LS Investment Advisors
Michigan
$528K – – –
MCM
2703
Mill Capital Management
North Carolina
$527K +$530K +1,379 New
RPGK
2704
Retirement Planning Group (Kansas)
Kansas
$527K -$67.6K -176 -11%
BA
2705
Bellwether Advisors
Nebraska
$526K -$69.2K -180 -12%
SIA
2706
Schear Investment Advisers
Ohio
$523K +$526K +1,368 New
BWIA
2707
Bryant Woods Investment Advisors
New York
$523K – – –
WQ
2708
Wealth Quarterback
New Jersey
$521K +$2.31K +6 +0.4%
FVWA
2709
Foster Victor Wealth Advisors
South Carolina
$520K +$70.7K +184 +16%
GCA
2710
Gradient Capital Advisors
California
$519K -$20K -52 -4%
MAM
2711
Morse Asset Management
Connecticut
$519K – – –
FA
2712
Fountainhead AM
New Jersey
$519K +$23.1K +60 +5%
PCMN
2713
Paradigm Capital Management (Nevada)
Nevada
$519K – – –
TLFA
2714
True Link Financial Advisors
California
$519K – – –
LI
2715
Lafayette Investments
Maryland
$515K – – –
TF
2716
TimeScale Financial
Massachusetts
$515K – – –
ICM
2717
Intrepid Capital Management
Florida
$514K -$108K -281 -17%
ATIA
2718
American Trust Investment Advisors
New Hampshire
$511K – – –
AWG
2719
Altus Wealth Group
Colorado
$510K +$295K +767 +136%
DSAM
2720
Dock Street Asset Management
Florida
$509K – – –
ACM
2721
Ategra Capital Management
Virginia
$507K -$225K -586 -31%
BAM
2722
Bellevue Asset Management
Washington
$507K +$70K +182 +16%
DAM
2723
Deltec Asset Management
New York
$507K – – –
EFG
2724
Ethos Financial Group
Pennsylvania
$506K +$502K +1,307 New
OC
2725
Oarsman Capital
Wisconsin
$506K -$57.7K -150 -10%
107 108
109
110 111