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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WE
2801
Wealth Effects
Massachusetts
$414K +$400K +872 New
CFS
2802
Cannon Financial Strategists
Georgia
$413K +$119K +259 +42%
SHWM
2803
Smith & Howard Wealth Management
Georgia
$413K -$1.75M -3,802 -81%
BA
2804
Baugh & Associates
Georgia
$413K -$5.97K -13 -1%
BBW
2805
Blue Barn Wealth
Utah
$412K +$3.21K +7 +0.8%
SMH
2806
Sanders Morris Harris
Texas
$412K +$11K +24 +3%
WSWA
2807
Warren Street Wealth Advisors
California
$411K +$398K +866 New
BOS
2808
Bank of Stockton
California
$408K – – –
CC
2809
Constitution Capital
Connecticut
$407K +$17.9K +39 +5%
CSI
2810
Cross Staff Investments
New York
$406K +$393K +855 New
LWM
2811
Lionsbridge Wealth Management
Florida
$406K +$393K +856 New
DBRC
2812
D.B. Root & Company
Pennsylvania
$405K +$135K +294 +53%
RI
2813
Rinkey Investments
California
$405K +$395K +861 New
SAM
2814
Smithbridge Asset Management
Pennsylvania
$404K +$390K +850 New
BA
2815
Bivin & Associates
Oklahoma
$403K +$389K +848 New
SFCL
2816
Strengthening Families & Communities LLC
Massachusetts
$403K +$389K +848 New
TCM
2817
Tuttle Capital Management
Connecticut
$402K -$162K -353 -29%
TDWM
2818
Topel & Distasi Wealth Management
California
$402K +$388K +846 New
RCA
2819
Roberts Capital Advisors
Colorado
$401K +$387K +844 New
RWI
2820
Red Wave Investments
Pennsylvania
$400K +$1.84K +4 +0.5%
APSP
2821
Asset Planning Services (Pennsylvania)
Pennsylvania
$399K -$197K -429 -34%
DL
2822
DOHJ LLC
Washington
$399K – – –
HIF
2823
Hill Island Financial
Michigan
$399K +$385K +839 New
PIM
2824
Parker Investment Management
California
$398K – – –
IP
2825
Intellectus Partners
California
$396K -$115K -250 -23%
111 112
113
114 115