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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
3026
Financial Sense Advisors
California
$604K +$286K +574 +99%
SP
3027
Stonebrook Private
Michigan
$603K +$38.3K +77 +7%
HKIMG
3028
Hutchens & Kramer Investment Management Group
Indiana
$600K -$12.4K -25 -2%
LI
3029
Louisbourg Investments
New Brunswick, Canada
$599K -$9.96K -20 -2%
SLA
3030
Silver Lake Advisory
Utah
$598K +$569K +1,143 New
TH
3031
TCTC Holdings
Texas
$596K +$58.2K +117 +11%
BL
3032
Balentine LLC
Georgia
$596K -$209K -420 -27%
TFM
3033
Trademark Financial Management
Minnesota
$594K +$20.9K +42 +4%
RDFA
3034
Ritter Daniher Financial Advisory
Ohio
$593K -$498 -1 -0.1%
IWA
3035
IVC Wealth Advisors
Pennsylvania
$592K +$19.9K +40 +4%
FA
3036
FF Advisors
California
$591K -$6.47K -13 -1%
KIM
3037
Karpus Investment Management
New York
$591K -$3.48K -7 -0.6%
RS
3038
Retirement Solution
Washington
$591K -$15.4K -31 -3%
GB
3039
Goepper Burkhardt
South Carolina
$590K -$24.9K -50 -4%
CCM
3040
Cullen Capital Management
New York
$589K -$746K -1,499 -57%
EMAM
3041
Encompass More Asset Management
California
$587K +$57.3K +115 +11%
RWM
3042
Rezny Wealth Management
Florida
$587K – – –
LAIC
3043
Lederer & Associates Investment Counsel
California
$586K – – –
MCA
3044
Magnolia Capital Advisors
Mississippi
$586K +$11.5K +23 +2%
AMM
3045
American Money Management
California
$586K +$2.49K +5 +0.4%
TNAM
3046
Terra Nova Asset Management
New York
$582K -$93.1K -187 -14%
BWG
3047
Beta Wealth Group
California
$580K +$133K +268 +32%
GCA
3048
Greenwood Capital Associates
South Carolina
$580K -$22.9K -46 -4%
JJBC
3049
James J. Burns & Company
New York
$579K -$8.96K -18 -2%
AFIA
3050
America First Investment Advisors
Nebraska
$578K +$1.49K +3 +0.3%
120 121
122
123 124