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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
2701
LS Investment Advisors
Michigan
$528K – – –
MCM
2702
Mill Capital Management
North Carolina
$527K +$530K +1,379 New
RPGK
2703
Retirement Planning Group (Kansas)
Kansas
$527K -$67.6K -176 -11%
BA
2704
Bellwether Advisors
Nebraska
$526K -$69.2K -180 -12%
SIA
2705
Schear Investment Advisers
Ohio
$523K +$526K +1,368 New
BWIA
2706
Bryant Woods Investment Advisors
New York
$523K – – –
WQ
2707
Wealth Quarterback
New Jersey
$521K +$2.31K +6 +0.4%
FVWA
2708
Foster Victor Wealth Advisors
South Carolina
$520K +$70.7K +184 +16%
GCA
2709
Gradient Capital Advisors
California
$519K -$20K -52 -4%
MAM
2710
Morse Asset Management
Connecticut
$519K – – –
FA
2711
Fountainhead AM
New Jersey
$519K +$23.1K +60 +5%
PCMN
2712
Paradigm Capital Management (Nevada)
Nevada
$519K – – –
TLFA
2713
True Link Financial Advisors
California
$519K – – –
LI
2714
Lafayette Investments
Maryland
$515K – – –
TF
2715
TimeScale Financial
Massachusetts
$515K – – –
ICM
2716
Intrepid Capital Management
Florida
$514K -$108K -281 -17%
ATIA
2717
American Trust Investment Advisors
New Hampshire
$511K – – –
AWG
2718
Altus Wealth Group
Colorado
$510K +$295K +767 +136%
DSAM
2719
Dock Street Asset Management
Florida
$509K – – –
ACM
2720
Ategra Capital Management
Virginia
$507K -$225K -586 -31%
BAM
2721
Bellevue Asset Management
Washington
$507K +$70K +182 +16%
DAM
2722
Deltec Asset Management
New York
$507K – – –
EFG
2723
Ethos Financial Group
Pennsylvania
$506K +$502K +1,307 New
OC
2724
Oarsman Capital
Wisconsin
$506K -$57.7K -150 -10%
AWMNH
2725
Arcadia Wealth Management (New Hampshire)
New Hampshire
$504K +$506K +1,317 New
107 108
109
110 111