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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
IWAO
3076
Independence Wealth Advisors (Ohio)
Ohio
$1.37M +$1.36M +2,005 New
BWM
3077
Base Wealth Management
Florida
$1.37M +$48K +71 +4%
IAS
3078
Investment Advisory Services
Texas
$1.37M -$40.6K -60 -3%
TT
3079
TI-Trust
Illinois
$1.37M -$2.7K -4 -0.2%
DAM
3080
Doheny Asset Management
California
$1.36M – – –
IRP
3081
Investment Research Partners
Pennsylvania
$1.36M – – –
LG
3082
LAM Group
Oregon
$1.36M – – –
VWMG
3083
Virginia Wealth Management Group
Virginia
$1.36M – – –
HP
3084
Haven Private
Florida
$1.36M +$4.05K +6 +0.3%
HAG
3085
HF Advisory Group
Maryland
$1.35M -$676 -1 -0.1%
LRPA
3086
L. Roy Papp & Associates
Arizona
$1.35M -$98K -145 -7%
CA
3087
Capital Advantage
California
$1.35M +$87.9K +130 +7%
FDDB
3088
Fidelity D&D Bancorp
Pennsylvania
$1.35M -$58.8K -87 -4%
CFG
3089
Carter Financial Group
Illinois
$1.35M -$7.43K -11 -0.6%
KCPT
3090
Kingstone Capital Partners Texas
Texas
$1.35M -$10.1K -15 -0.8%
BF
3091
Baring Financial
Washington
$1.35M -$72.3K -107 -5%
DF
3092
Define Financial
California
$1.35M -$24.3K -36 -2%
III
3093
Independent Investors Inc
New York
$1.34M – – –
DCU
3094
Dara Capital US
Florida
$1.34M +$1.33M +1,972 New
PP
3095
Postrock Partners
Oregon
$1.34M – – –
CIM
3096
Chapman Investment Management
California
$1.34M – – –
TCOT
3097
Trust Company of Tennessee
Tennessee
$1.34M – – –
BMA
3098
Brooks Moore & Associates
Tennessee
$1.34M -$95.3K -141 -7%
UOTTAIMCU
3099
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.34M +$1.32M +1,960 New
EWM
3100
EPG Wealth Management
Georgia
$1.33M +$2.7K +4 +0.2%
122 123
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