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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
2826
KPP Advisory Services
Kentucky
$856K -$125K -239 -13%
QWP
2827
Quotient Wealth Partners
Texas
$852K +$25.6K +49 +3%
IPAM
2828
Investment Partners Asset Management
New Jersey
$852K +$29.8K +57 +4%
HS
2829
Horan Securities
United States
$852K +$1.05K +2 +0.1%
BTWM
2830
Baker Tilly Wealth Management
Wisconsin
$852K -$6.78M -12,961 -89%
GGS
2831
Galvin Gaustad & Stein
Arizona
$850K -$5.23K -10 -0.6%
BOS
2832
Bank of Stockton
California
$849K – – –
EBWM
2833
Eagle Bluffs Wealth Management
Missouri
$848K – – –
HBWM
2834
Hollow Brook Wealth Management
New York
$848K -$8.37K -16 -1%
KFI
2835
Key Financial Inc
Pennsylvania
$847K – – –
BWM
2836
Birchcreek Wealth Management
Ohio
$847K +$523 +1 +0.1%
TCM
2837
Tran Capital Management
California
$846K +$10.5K +20 +1%
PPWM
2838
PFG Private Wealth Management
Florida
$845K -$7.85K -15 -1%
SWK
2839
Stephen W. Kidder
$844K -$52.3K -100 -6%
PAM
2840
Panagora Asset Management
Massachusetts
$843K -$14M -26,787 -95%
VFG
2841
Valley Financial Group
Pennsylvania
$841K – – –
AA
2842
Addison Advisors
Vermont
$839K +$144K +276 +22%
SFM
2843
Stack Financial Management
Montana
$838K -$6.8K -13 -0.8%
FCT
2844
Family Capital Trust
Massachusetts
$837K – – –
CFO
2845
CVA Family Office
Colorado
$837K – – –
HCM
2846
Hilton Capital Management
New York
$836K +$804K +1,536 New
SWM
2847
Seaside Wealth Management
California
$835K -$55K -105 -6%
LFA
2848
LifeGuide Financial Advisors
Pennsylvania
$834K -$23K -44 -3%
AWM
2849
AllSquare Wealth Management
New York
$832K +$10.5K +20 +1%
GA
2850
GoalVest Advisory
New York
$831K -$10.5K -20 -1%
112 113
114
115 116