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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
3051
HighMark Wealth Management
Minnesota
$659K – – –
NC
3052
Napatree Capital
Rhode Island
$658K +$126K +227 +25%
STCOSD
3053
Sageworth Trust Company of South Dakota
South Dakota
$654K +$630K +1,139 New
SDJVC
3054
St. Denis J. Villere & Co
Louisiana
$652K +$629K +1,137 New
IWA
3055
IVC Wealth Advisors
Pennsylvania
$652K +$553 +1 +0.1%
HWMC
3056
Heritage Wealth Management (California)
California
$651K -$26.5K -48 -4%
RFP
3057
Root Financial Partners
California
$650K +$40.4K +73 +7%
RA
3058
Rise Advisors
New York
$650K +$170K +307 +37%
GB
3059
Goepper Burkhardt
South Carolina
$649K – – –
KIM
3060
Karpus Investment Management
New York
$648K – – –
NAMM
3061
NorthStar Asset Management (Massachusetts)
Massachusetts
$648K -$163K -295 -21%
FSA
3062
Financial Sense Advisors
California
$647K +$38.7K +70 +7%
GWP
3063
Gen-Wealth Partners
Michigan
$646K +$125K +226 +25%
CCM
3064
Cullen Capital Management
New York
$646K – – –
CWM
3065
Certus Wealth Management
California
$645K – – –
RCA
3066
Riverview Capital Advisers
Massachusetts
$644K +$2.21K +4 +0.4%
TNAM
3067
Terra Nova Asset Management
New York
$642K +$1.11K +2 +0.2%
5SA
3068
5th Street Advisors
Connecticut
$641K +$196K +355 +47%
IFA
3069
Interactive Financial Advisors
Illinois
$640K -$45.3K -82 -7%
XWM
3070
Xcel Wealth Management
Florida
$640K +$113K +205 +23%
SBF
3071
Sara-Bay Financial
Florida
$637K +$17.1K +31 +3%
RDFA
3072
Ritter Daniher Financial Advisory
Ohio
$637K +$2.21K +4 +0.4%
HP
3073
Hilltop Partners
Indiana
$636K -$41.5K -75 -6%
HKIMG
3074
Hutchens & Kramer Investment Management Group
Indiana
$636K +$2.21K +4 +0.4%
MWA
3075
MN Wealth Advisors
Kansas
$635K +$29.3K +53 +5%
121 122
123
124 125