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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
VH
3026
Visionary Horizons
Tennessee
$1.3M +$167K +245 +14%
CA
3027
Capital Advantage
California
$1.29M +$5.44K +8 +0.4%
EWM
3028
EPG Wealth Management
Georgia
$1.29M +$19.7K +29 +1%
EWM
3029
Elite Wealth Management
Washington
$1.29M -$205K -301 -13%
FDDB
3030
Fidelity D&D Bancorp
Pennsylvania
$1.29M – – –
DF
3031
Define Financial
California
$1.29M +$3.4K +5 +0.3%
LWM
3032
Lakeridge Wealth Management
Ohio
$1.28M -$224K -330 -14%
SG
3033
Strid Group
Pennsylvania
$1.28M -$169K -248 -11%
DCU
3034
Dara Capital US
Florida
$1.28M – – –
III
3035
Independent Investors Inc
New York
$1.28M – – –
LPT
3036
Legacy Private Trust
Wisconsin
$1.28M -$740K -1,088 -36%
CFG
3037
Carter Financial Group
Illinois
$1.28M -$6.12K -9 -0.5%
BTWM
3038
Baker Tilly Wealth Management
Wisconsin
$1.28M +$690K +1,015 +107%
CIM
3039
Chapman Investment Management
California
$1.28M – – –
TCOT
3040
Trust Company of Tennessee
Tennessee
$1.28M – – –
BMA
3041
Brooks Moore & Associates
Tennessee
$1.27M – – –
BEW
3042
Burton Enright Welch
California
$1.27M -$70.7K -104 -5%
HAG
3043
HF Advisory Group
Maryland
$1.27M -$17.7K -26 -1%
AWMI
3044
Aegis Wealth Management (Iowa)
Iowa
$1.27M +$305K +449 +30%
CPC
3045
Cookson Peirce & Co
Pennsylvania
$1.27M +$64.6K +95 +5%
NG
3046
Navigation Group
California
$1.27M +$1.33M +1,951 New
MA
3047
Mezzasalma Advisors
New Jersey
$1.27M +$2.04K +3 +0.2%
SCA
3048
Strathmore Capital Advisors
North Carolina
$1.27M +$621K +914 +106%
CFM
3049
Cornerstone Financial Management
Massachusetts
$1.26M – – –
PMG
3050
Private Management Group
California
$1.26M -$5.44K -8 -0.4%
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