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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
2951
KW Wealth Management
California
$1.56M +$91.9K +136 +6%
QFA
2952
Quantum Financial Advisors
California
$1.56M -$86.5K -128 -5%
LWM
2953
Lionsbridge Wealth Management
Florida
$1.56M +$919K +1,360 +147%
JLBC
2954
J.L. Bainbridge & Co
Florida
$1.56M +$64.9K +96 +4%
JCM
2955
Janney Capital Management
Pennsylvania
$1.56M – – –
EWM
2956
Elite Wealth Management
Washington
$1.56M -$244K -361 -14%
CLOS
2957
Compagnie Lombard Odier SCmA
Switzerland
$1.55M +$1.53M +2,270 New
F1I
2958
Fund 1 Investments
Puerto Rico
$1.55M +$1.53M +2,267 New
LFA
2959
Level Financial Advisors
New York
$1.55M -$1.04M -1,542 -40%
MWM
2960
Mascagni Wealth Management
Mississippi
$1.55M +$84.5K +125 +6%
LKIM
2961
Lawson Kroeker Investment Management
Nebraska
$1.54M -$1.9M -2,818 -55%
CAM
2962
Cypress Asset Management
Texas
$1.54M -$12.8K -19 -0.8%
TAM
2963
Townsend Asset Management
North Carolina
$1.54M -$52.7K -78 -3%
PTC
2964
Philadelphia Trust Company
Pennsylvania
$1.54M -$2.03K -3 -0.1%
RBWA
2965
RFG - Bristol Wealth Advisors
Massachusetts
$1.54M +$1.35K +2 +0.1%
WFA
2966
WMG Financial Advisors
Tennessee
$1.53M -$1.98M -2,925 -57%
PIA
2967
Pinion Investment Advisors
Kansas
$1.53M +$44.6K +66 +3%
AF
2968
Alerus Financial
North Dakota
$1.53M -$17.6K -26 -1%
HVP
2969
Hudson Value Partners
Florida
$1.53M -$166K -245 -10%
MCM
2970
Mattern Capital Management
Colorado
$1.52M – – –
MSA
2971
Marino Stram & Associates
Massachusetts
$1.52M -$294K -435 -16%
SF
2972
Seros Financial
Arizona
$1.52M -$1.35K -2 -0.1%
SG
2973
Strid Group
Pennsylvania
$1.52M +$136K +201 +10%
FCM
2974
Fourpath Capital Management
Oklahoma
$1.52M – – –
MTIC
2975
Missouri Trust & Investment Company
Missouri
$1.51M +$21.6K +32 +1%
117 118
119
120 121