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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
2801
Root Financial Partners
California
$1.44M +$228K +356 +20%
BA
2802
Ballast Advisors
Minnesota
$1.44M +$210K +327 +18%
KWM
2803
KW Wealth Management
California
$1.44M +$1.38M +2,158 New
PCM
2804
Palouse Capital Management
Washington
$1.44M -$320K -499 -19%
VCS
2805
Vaughan & Co Securities
New Jersey
$1.43M -$5.77K -9 -0.4%
FG
2806
Fairman Group
Pennsylvania
$1.43M -$48.1K -75 -3%
SA
2807
SL Advisors
New Jersey
$1.43M – – –
BCI
2808
Blue Capital Inc
Nebraska
$1.43M +$442K +689 +47%
CMP
2809
Courage Miller Partners
Virginia
$1.43M -$63.5K -99 -4%
GWM
2810
Gibbs Wealth Management
Georgia
$1.43M -$246K -384 -15%
MWM
2811
Mascagni Wealth Management
Mississippi
$1.43M +$62.8K +98 +5%
RTL
2812
Red Tortoise LLC
Georgia
$1.42M +$149K +233 +12%
ETS
2813
ESL Trust Services
New York
$1.42M -$67.3K -105 -5%
FSA
2814
Financial Security Advisor
Virginia
$1.42M -$137K -214 -9%
LRPA
2815
L. Roy Papp & Associates
Arizona
$1.42M -$6.41K -10 -0.5%
OPW
2816
Osprey Private Wealth
New York
$1.42M +$296K +462 +28%
MPIA
2817
Mountain Pacific Investment Advisers
Idaho
$1.41M +$641 +1 +0%
AFP
2818
Alpha Financial Partners
Kentucky
$1.41M – – –
EFL
2819
ERn Financial LLC
Wisconsin
$1.41M -$19.2K -30 -1%
LCM
2820
Leisure Capital Management
California
$1.41M -$186K -290 -12%
BTD
2821
BankPlus Trust Department
Mississippi
$1.41M -$14.7K -23 -1%
MIG
2822
McGuire Investment Group
Rhode Island
$1.41M – – –
DIS
2823
Diversified Investment Strategies
Louisiana
$1.41M – – –
FFA
2824
Fortune Financial Advisors
Kansas
$1.41M -$5.77K -9 -0.4%
WP
2825
Wealthspan Partners
Iowa
$1.41M +$41K +64 +3%
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113
114 115