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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
2701
Crown Wealth Group
North Carolina
$1.86M -$1.39M -2,047 -42%
BWM
2702
BlackDiamond Wealth Management
New York
$1.86M +$36K +53 +2%
CAM
2703
Claret Asset Management
Quebec, Canada
$1.85M +$5.44K +8 +0.3%
AWM
2704
Aureum Wealth Management
Florida
$1.85M +$50.3K +74 +3%
BIM
2705
Baldwin Investment Management
Pennsylvania
$1.85M -$850K -1,250 -31%
SM
2706
Sensible Money
Arizona
$1.85M -$426K -626 -18%
MMM
2707
Mendel Money Management
Illinois
$1.85M -$53K -78 -3%
BAG
2708
Bridgewealth Advisory Group
California
$1.84M +$129K +190 +7%
NBWM
2709
North Berkeley Wealth Management
California
$1.84M +$61.9K +91 +3%
SIAS
2710
Summit Investment Advisory Services
Minnesota
$1.84M +$1.36K +2 +0.1%
DI
2711
Disciplined Investors
Texas
$1.83M +$680 +1 +0%
RAM
2712
Riggs Asset Management
Pennsylvania
$1.83M -$2.46M -3,624 -56%
PWM
2713
Peck Wealth Management
New York
$1.83M – – –
SMAM
2714
Sugar Maple Asset Management
Wisconsin
$1.82M -$476K -700 -20%
TRIA
2715
Trail Ridge Investment Advisors
Colorado
$1.82M -$103K -152 -5%
EIA
2716
Emerald Investment Advisers
Pennsylvania
$1.82M +$1.91M +2,803 New
NHFG
2717
New Harbor Financial Group
Massachusetts
$1.82M +$1.9M +2,800 New
NA
2718
Navellier & Associates
Nevada
$1.82M – – –
TC
2719
TFR Capital
Texas
$1.82M +$680 +1 +0%
RCM
2720
Radnor Capital Management
Pennsylvania
$1.82M -$2.72K -4 -0.1%
SIM
2721
Samara Investment Management
Oregon
$1.81M +$1.89M +2,787 New
CNAM
2722
Campbell Newman Asset Management
Wisconsin
$1.81M +$1.34M +1,972 +242%
IWN
2723
Independent Wealth Network
Iowa
$1.81M -$173K -255 -8%
BOM
2724
Bank of Marin
California
$1.81M -$70.7K -104 -4%
POIA
2725
Pin Oak Investment Advisors
Texas
$1.81M -$404K -594 -18%
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