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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
STA
2701
Smith Thornton Advisors
Alabama
$1.02M +$982K +1,876 New
GWCM
2702
Godshalk Welsh Capital Management
Pennsylvania
$1.02M – – –
SAM
2703
Smartleaf Asset Management
Massachusetts
$1.02M -$67.5K -129 -6%
RS
2704
Rakuten Securities
Japan
$1.02M -$381K -728 -28%
WBCM
2705
Wilson & Boucher Capital Management
California
$1.02M – – –
CC
2706
Caxton Corporation
New Jersey
$1.02M +$6.8K +13 +0.7%
VPA
2707
Vernal Point Advisors
California
$1.02M – – –
PFC
2708
Poplar Forest Capital
California
$1.01M – – –
WSWA
2709
Warren Street Wealth Advisors
California
$1.01M – – –
HCP
2710
Hexagon Capital Partners
Arkansas
$1.01M +$139K +266 +17%
MWM
2711
Marion Wealth Management
Pennsylvania
$1.01M -$38.7K -74 -4%
PF
2712
Prosperitas Financial
California
$1M -$19.9K -38 -2%
FCM
2713
Fourpath Capital Management
Oklahoma
$1M -$9.94K -19 -1%
OCM
2714
Orleans Capital Management
Louisiana
$1M +$416K +795 +76%
ICM
2715
IMS Capital Management
Oregon
$999K +$24.1K +46 +3%
BEW
2716
Burton Enright Welch
California
$996K – – –
PWMA
2717
Pension & Wealth Management Advisors
Massachusetts
$996K +$523 +1 +0.1%
WQ
2718
Wealth Quarterback
New Jersey
$995K -$17.3K -33 -2%
SWM
2719
Sendero Wealth Management
Texas
$995K +$239K +457 +33%
HNW
2720
High Note Wealth
Minnesota
$993K +$2.62K +5 +0.3%
VIM
2721
Vista Investment Management
Pennsylvania
$991K -$523 -1 -0.1%
FPGT
2722
Financial Partners Group (Tennessee)
Tennessee
$990K +$3.14K +6 +0.3%
CLOS
2723
Compagnie Lombard Odier SCmA
Switzerland
$989K -$9.18M -17,548 -91%
RCG
2724
Regatta Capital Group
California
$988K +$73.8K +141 +8%
RCA
2725
Roberts Capital Advisors
Colorado
$985K – – –
107 108
109
110 111