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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
3051
Fortress Wealth Management
California
$997K -$9.15K -16 -1%
DA
3052
Dover Advisors
Virginia
$997K +$553K +968 +150%
LIA
3053
LS Investment Advisors
Michigan
$997K – – –
BAS
3054
Brueske Advisory Services
Washington
$994K – – –
DL
3055
DOHJ LLC
Washington
$993K -$16.3M -28,496 -94%
BTIM
3056
BancFirst Trust & Investment Management
Oklahoma
$992K +$831K +1,453 +908%
MAG
3057
MRA Advisory Group
New Jersey
$992K +$12.6K +22 +1%
PAG
3058
Poinciana Advisors Group
Florida
$990K +$10.9K +19 +1%
VFIC
3059
Valley Forge Investment Consultants
Pennsylvania
$989K +$30.3K +53 +3%
ACM
3060
Alamar Capital Management
California
$989K +$5.14K +9 +0.6%
PPWM
3061
PFG Private Wealth Management
Florida
$989K +$31.4K +55 +4%
LFGO
3062
Legacy Financial Group (Oklahoma)
Oklahoma
$988K -$12K -21 -1%
WMN
3063
Wealth Management Nebraska
Nebraska
$986K +$916K +1,603 New
AWM
3064
AAF Wealth Management
Massachusetts
$985K +$76K +133 +9%
AIA
3065
Alternative Investment Advisors
Florida
$982K +$57.2K +100 +7%
BWM
3066
BKM Wealth Management
Wisconsin
$980K +$41.2K +72 +5%
TWM
3067
TCFG Wealth Management
California
$978K +$1.14K +2 +0.1%
FPWM
3068
FSB Premier Wealth Management
Iowa
$976K -$32K -56 -3%
MA
3069
MBA Advisors
Pennsylvania
$976K -$344K -601 -28%
BRWM
3070
Blue Rock Wealth Management
North Carolina
$971K -$100K -175 -10%
BBI
3071
Baxter Bros Inc
Connecticut
$971K +$272K +475 +43%
WWM
3072
WJ Wealth Management
Arizona
$970K -$31.4K -55 -3%
OFS
3073
Orrstown Financial Services
Pennsylvania
$968K +$347K +607 +63%
GOCP
3074
Great Oak Capital Partners
Massachusetts
$967K +$142K +249 +19%
NDBT
3075
North Dallas Bank & Trust
Texas
$966K +$894K +1,564 New
121 122
123
124 125