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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2826
Vision Capital Management
Oregon
$278K +$33.8K +85 +12%
CAM
2827
Concorde Asset Management
Michigan
$278K +$54.4K +137 +21%
FSA
2828
Financial Sense Advisors
California
$277K -$22.6K -57 -7%
EHAM
2829
Eagle Harbor Asset Management
Washington
$276K – – –
RAM
2830
Roanoke Asset Management
New Jersey
$275K – – –
RWRC
2831
R.W. Roge & Company
New York
$275K – – –
BWP
2832
Bernardo Wealth Planning
Pennsylvania
$272K +$7.94K +20 +3%
MCM
2833
Mendel Capital Management
Arkansas
$271K – – –
PSF
2834
Pacific Sun Financial
California
$271K +$301K +758 New
AT
2835
Arden Trust
Delaware
$270K -$3.93M -9,893 -93%
PWSG
2836
Pacific Wealth Strategies Group
California
$270K -$27.8K -70 -8%
MCA
2837
Maryland Capital Advisors
Maryland
$268K – – –
SSW
2838
Stone Summit Wealth
Florida
$266K -$19.9K -50 -6%
SIA
2839
Strategic Investment Advisors
Michigan
$263K -$104K -263 -26%
PK
2840
Pflug Koory
Nebraska
$262K – – –
GAM
2841
Garrison Asset Management
Arkansas
$261K – – –
LWM
2842
Liberty Wealth Management
California
$257K -$129K -324 -31%
LWP
2843
Legacy Wealth Planning
Nevada
$257K -$119K -300 -29%
AWM
2844
Avaii Wealth Management
Wisconsin
$256K +$12.7K +32 +5%
CH
2845
Canton Hathaway
Rhode Island
$254K +$119K +300 +73%
JRFS
2846
James Reed Financial Services
Ohio
$253K -$13.1K -33 -4%
MFA
2847
Morling Financial Advisors
California
$253K +$282K +709 New
ZIG
2848
Zullo Investment Group
Pennsylvania
$252K +$14.3K +36 +5%
TPWA
2849
TRUE Private Wealth Advisors
Oregon
$252K +$281K +707 New
AA
2850
AF Advisors
California
$250K -$29.8K -75 -10%
112 113
114
115 116