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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
2826
Pacific Center for Financial Services
California
$461K +$14.7K +33 +3%
CCM
2827
Compass Capital Management
Minnesota
$460K -$29.4K -66 -6%
SIC
2828
SJS Investment Consulting
Ohio
$460K – – –
SBF
2829
Sara-Bay Financial
Florida
$460K +$23.1K +52 +5%
TFF
2830
The Family Firm
Maryland
$459K +$890 +2 +0.2%
HAG
2831
HF Advisory Group
Maryland
$458K -$16.5K -37 -3%
CPA
2832
Capital Performance Advisors
California
$458K +$890 +2 +0.2%
MRCM
2833
M&R Capital Management
New Jersey
$457K -$123K -276 -21%
CM
2834
Columbus Macro
Pennsylvania
$453K – – –
NRW
2835
Nova R Wealth
Kansas
$452K – – –
KCM
2836
KRS Capital Management
Michigan
$452K – – –
CEI
2837
Clark Estates Inc
New York
$451K – – –
ACM
2838
Absolute Capital Management
Pennsylvania
$450K +$27.6K +62 +6%
CNFG
2839
Creegan & Nassoura Financial Group
New Hampshire
$449K -$22.2K -50 -5%
C
2840
CEDRUS
Colorado
$448K +$26.2K +59 +6%
SNB
2841
Security National Bank
Nebraska
$447K – – –
OCM
2842
Orleans Capital Management
Louisiana
$446K – – –
GSEP
2843
Golden State Equity Partners
California
$445K +$43.1K +97 +10%
WP
2844
Wealthspan Partners
Iowa
$444K – – –
QHA
2845
Quarry Hill Advisors
Minnesota
$444K – – –
EWM
2846
Elmwood Wealth Management
California
$442K – – –
RPG
2847
Resource Planning Group
Georgia
$442K -$138K -310 -23%
2L
2848
25 LLC
Missouri
$441K +$445 +1 +0.1%
AFM
2849
Abbot Financial Management
Massachusetts
$440K +$17.8K +40 +4%
SAM
2850
Steinberg Asset Management
New York
$439K +$457K +1,028 New
112 113
114
115 116