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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
5SA
2951
5th Street Advisors
Connecticut
$318K +$310K +777 New
VAS
2952
Vestmark Advisory Solutions
Massachusetts
$318K -$2.34M -5,870 -88%
IAG
2953
Investment Advisory Group
Massachusetts
$317K -$199K -499 -39%
EHAM
2954
Eagle Harbor Asset Management
Washington
$316K – – –
MIM
2955
Macroview Investment Management
Maryland
$315K -$70.6K -177 -19%
RWRC
2956
R.W. Roge & Company
New York
$315K – – –
SEP
2957
Southland Equity Partners
Missouri
$314K +$26.7K +67 +10%
BFAG
2958
Blackston Financial Advisory Group
Florida
$314K -$705K -1,766 -70%
IC
2959
Iconiq Capital
California
$314K +$1.2K +3 +0.4%
RAM
2960
Roanoke Asset Management
New Jersey
$313K -$2K -5 -0.6%
BIA
2961
Beacon Investment Advisors
Maryland
$313K +$1.6K +4 +0.5%
UBG
2962
United Bank (Georgia)
Georgia
$312K -$2.79K -7 -0.9%
LW
2963
Lauer Wealth
Indiana
$312K +$302K +757 New
TCM
2964
Telos Capital Management
California
$311K -$398K -997 -57%
CA
2965
Carson Advisory
Georgia
$311K +$303K +759 New
CTFG
2966
Capstone Triton Financial Group
Oklahoma
$310K -$29.9K -75 -9%
AIC
2967
Archer Investment Corporation
Indiana
$309K -$2.39K -6 -0.8%
CBTWT
2968
Community Bank & Trust (Waco, Texas)
Texas
$308K – – –
MAG
2969
MRA Advisory Group
New Jersey
$308K -$147K -368 -33%
PS
2970
Planned Solutions
California
$307K – – –
RFWA
2971
RPg Family Wealth Advisory
Massachusetts
$307K +$798 +2 +0.3%
MCA
2972
Maryland Capital Advisors
Maryland
$307K – – –
SAM
2973
Sawgrass Asset Management
Florida
$305K -$25.5K -64 -8%
AIM
2974
Arcadia Investment Management
Michigan
$304K +$6.38K +16 +2%
MAG
2975
Mayfair Advisory Group
Alabama
$302K -$28.3K -71 -9%
117 118
119
120 121