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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
2751
tru Independence
Oregon
$945K -$42.9K -82 -5%
SCP
2752
Stevens Capital Partners
Nebraska
$942K +$36.1K +69 +4%
CWM
2753
Centric Wealth Management
Illinois
$938K +$70.1K +134 +8%
PCM
2754
Passive Capital Management
Maryland
$938K – – –
LBA
2755
Letko, Brosseau & Associates
Quebec, Canada
$936K -$403K -770 -31%
IPW
2756
Intergy Private Wealth
Colorado
$936K -$2.62K -5 -0.3%
CA
2757
Callahan Advisors
Texas
$936K +$900K +1,720 New
JWM
2758
Jessup Wealth Management
Ohio
$934K – – –
MWM
2759
Mosley Wealth Management
California
$932K +$35.1K +67 +4%
EWM
2760
Elevatus Welath Management
New York
$931K -$155K -296 -15%
MCA
2761
Martin Capital Advisors
Texas
$929K – – –
CFCI
2762
Comprehensive Financial Consultants Institutional
Indiana
$929K +$2.62K +5 +0.3%
PAG
2763
Powers Advisory Group
Illinois
$928K -$523 -1 -0.1%
LTI
2764
Laffer Tengler Investments
Tennessee
$926K +$171K +327 +24%
MA
2765
MAS Advisors
Florida
$919K -$6.8M -12,999 -89%
IAP
2766
Indie Asset Partners
Indiana
$918K +$164K +313 +23%
SWM
2767
Shakespeare Wealth Management
Wisconsin
$918K +$2.09K +4 +0.2%
SG
2768
Somerset Group
Minnesota
$918K – – –
DIS
2769
Diversified Investment Strategies
Louisiana
$916K – – –
HKAM
2770
Horizon Kinetics Asset Management
New York
$916K -$122K -234 -12%
PCA
2771
Providence Capital Advisors
North Carolina
$915K +$15.2K +29 +2%
RWM
2772
Rockwood Wealth Management
Pennsylvania
$915K +$11K +21 +1%
SFS
2773
Strategic Financial Services
New York
$914K -$13.1K -25 -1%
GCM
2774
Gallacher Capital Management
Colorado
$914K -$96.3K -184 -10%
DFA
2775
DHK Financial Advisors
New Hampshire
$913K -$423K -809 -33%
109 110
111
112 113