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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
3051
Narwhal Capital Management
Georgia
$1.4M +$51.4K +76 +4%
AIC
3052
Archer Investment Corporation
Indiana
$1.4M -$30.4K -45 -2%
IPAM
3053
Investment Partners Asset Management
New Jersey
$1.4M – – –
SA
3054
Sacks & Associates
New Jersey
$1.4M +$1.38M +2,046 New
SWM
3055
Shakespeare Wealth Management
Wisconsin
$1.39M +$33.1K +49 +2%
WWM
3056
Wiser Wealth Management
Georgia
$1.39M -$6.08K -9 -0.4%
TGIA
3057
Torrey Growth & Income Advisors
California
$1.39M +$450K +666 +49%
LI
3058
LVZ Inc
Michigan
$1.38M +$563K +833 +70%
LCC
3059
Lincoln Capital Corp
Rhode Island
$1.38M +$6.76K +10 +0.5%
KWM
3060
KMT Wealth Management
California
$1.38M -$1.01M -1,498 -43%
SAM
3061
Summit Asset Management
Tennessee
$1.38M -$42.6K -63 -3%
FLFS
3062
Family Legacy Financial Solutions
North Carolina
$1.38M -$8.79K -13 -0.6%
DKCM
3063
Davidson Kempner Capital Management
New York
$1.38M -$610K -902 -31%
GWM
3064
GK Wealth Management
Nevada
$1.37M +$22.3K +33 +2%
RWM
3065
Rockline Wealth Management
New York
$1.37M -$40.6K -60 -3%
IA
3066
Intellus Advisors
Florida
$1.37M +$201K +297 +17%
WIC
3067
WealthBridge Investment Counsel
Alberta, Canada
$1.37M +$9.46K +14 +0.7%
CWM
3068
Centric Wealth Management
Illinois
$1.37M -$14.2K -21 -1%
REMPR
3069
Roof Eidam Maycock Peralta (REMP)
California
$1.37M -$59.5K -88 -4%
IWAO
3070
Independence Wealth Advisors (Ohio)
Ohio
$1.37M +$1.36M +2,005 New
BWM
3071
Base Wealth Management
Florida
$1.37M +$48K +71 +4%
IAS
3072
Investment Advisory Services
Texas
$1.37M -$40.6K -60 -3%
TT
3073
TI-Trust
Illinois
$1.37M -$2.7K -4 -0.2%
DAM
3074
Doheny Asset Management
California
$1.36M – – –
IRP
3075
Investment Research Partners
Pennsylvania
$1.36M – – –
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