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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
2976
Kurt F. Somerville
$203K – – –
PS
2977
Planned Solutions
California
$203K – – –
PI
2978
Pachira Investments
California
$202K -$4.1K -10 -2%
LWP
2979
Lumature Wealth Partners
Georgia
$202K – – –
PGAM
2980
Princeton Global Asset Management
New Jersey
$202K – – –
LFA
2981
Level Financial Advisors
New York
$201K -$26.2K -64 -11%
SFG
2982
Steward Financial Group
Texas
$201K – – –
CIA
2983
Cascade Investment Advisors
Oregon
$200K – – –
LWP
2984
Laurel Wealth Planning
Minnesota
$200K -$39.3K -96 -15%
NCM
2985
NCM Capital Management
New Jersey
$200K -$410 -1 -0.2%
WMA
2986
West Michigan Advisors
Michigan
$200K +$217K +530 New
CFG
2987
CKW Financial Group
Hawaii
$196K +$1.64K +4 +0.8%
HCM
2988
Highlander Capital Management
New Jersey
$196K +$41K +100 +24%
RVM
2989
Robinson Value Management
Texas
$194K -$859K -2,096 -80%
NWM
2990
Navigation Wealth Management
Colorado
$194K +$211K +514 New
BC
2991
Blackhill Capital
New Jersey
$180K – – –
FCG
2992
Financial Connections Group
California
$178K – – –
WSC
2993
Wellington Shields & Co
New York
$172K -$819 -2 -0.4%
BI
2994
Bramshill Investments
Florida
$172K +$187K +457 New
RWM
2995
Rockwood Wealth Management
Pennsylvania
$171K -$50.4K -123 -21%
IWP
2996
IAG Wealth Partners
Wisconsin
$163K +$37.3K +91 +27%
CH
2997
Canton Hathaway
Rhode Island
$155K – – –
LF
2998
Lee Financial
Texas
$151K -$3.69K -9 -2%
DWA
2999
Dougherty Wealth Advisers
Minnesota
$150K -$22.5K -55 -12%
FA
3000
Financial Advantage
Maryland
$150K – – –
118 119
120
121 122