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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AWMS
2801
Advocacy Wealth Management Services
Georgia
$789K – – –
IPAM
2802
Investment Partners Asset Management
New Jersey
$788K +$739K +1,658 New
PCA
2803
Providence Capital Advisors
North Carolina
$785K -$1.78K -4 -0.2%
SCP
2804
Stevens Capital Partners
Nebraska
$785K +$54.8K +123 +8%
SC
2805
Sinecera Capital
Texas
$784K -$361K -811 -33%
JWWM
2806
Johnson & White Wealth Management
Pennsylvania
$784K +$59.2K +133 +9%
SFM
2807
Stack Financial Management
Montana
$782K +$445 +1 +0.1%
LWM
2808
Lodestone Wealth Management
Washington
$782K -$1M -2,256 -58%
CICC
2809
Capital Investment Counsel (Colorado)
Colorado
$781K +$732K +1,643 New
SWM
2810
Seaside Wealth Management
California
$776K -$21.4K -48 -3%
RWM
2811
Rockwood Wealth Management
Pennsylvania
$776K -$49.4K -111 -6%
PCMC
2812
Planning Capital Management Corporation
Pennsylvania
$775K +$726K +1,630 New
SIG
2813
Spinnaker Investment Group
California
$774K -$4.46K -10 -0.6%
CWP
2814
Concord Wealth Partners
Virginia
$773K -$73.5K -165 -9%
CL
2815
CIM LLC
New York
$773K +$241K +542 +55%
CWM
2816
CMH Wealth Management
New Hampshire
$770K +$722K +1,621 New
CFCI
2817
Comprehensive Financial Consultants Institutional
Indiana
$770K -$10.7K -24 -1%
DIS
2818
Diversified Investment Strategies
Louisiana
$770K – – –
GA
2819
GoalVest Advisory
New York
$766K +$131K +293 +22%
PPWM
2820
PFG Private Wealth Management
Florida
$765K -$26.3K -59 -4%
FB
2821
First Bancorp
Maine
$764K -$1.34K -3 -0.2%
HS
2822
Horan Securities
United States
$764K +$53.5K +120 +8%
MCM
2823
McDonough Capital Management
Florida
$762K -$891 -2 -0.1%
DMIC
2824
Dixon Mitchell Investment Counsel
British Columbia, Canada
$762K +$466K +1,047 +190%
CWM
2825
Concentric Wealth Management
California
$760K -$13.4K -30 -2%
111 112
113
114 115