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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MPIA
3101
Milestones Private Investment Advisors
New York
$1.36M – – –
SOAG
3102
Silver Oak Advisory Group
Oregon
$1.36M -$24.6K -34 -2%
OAP
3103
One Advisory Partners
Kansas
$1.35M +$36.3K +50 +3%
IP
3104
Isthmus Partners
Wisconsin
$1.35M – – –
BI
3105
Ballast Inc
Kentucky
$1.35M +$3.63K +5 +0.3%
TF
3106
Theory Financial
Colorado
$1.35M – – –
TC
3107
Truvestments Capital
Florida
$1.35M +$200K +276 +18%
ZCP
3108
Z3 Capital Partners
Virginia
$1.34M +$7.25K +10 +0.6%
PP
3109
Postrock Partners
Oregon
$1.34M – – –
FPH
3110
Financial Planning Hawaii
Hawaii
$1.34M +$256K +353 +24%
AT
3111
Adelphi Trust
Florida
$1.34M +$21.8K +30 +2%
UBG
3112
United Bank (Georgia)
Georgia
$1.33M +$133K +183 +11%
LFA
3113
Level Financial Advisors
New York
$1.33M -$73.2K -101 -5%
FG
3114
Fiduciary Group
Georgia
$1.33M -$15.2K -21 -1%
MWM
3115
Marion Wealth Management
Pennsylvania
$1.33M -$5.8K -8 -0.4%
VIM
3116
Vista Investment Management
Pennsylvania
$1.33M – – –
PMWMG
3117
Parr McKnight Wealth Management Group
Minnesota
$1.33M +$215K +297 +20%
AFA
3118
Alpha Financial Advisors
North Carolina
$1.32M +$189K +261 +17%
UAM
3119
Unison Asset Management
Florida
$1.32M – – –
SGFG
3120
Silver Grove Financial Group
New York
$1.32M +$8.7K +12 +0.7%
M
3121
MYeCFO
California
$1.32M – – –
FSA
3122
Financial Security Advisor
Virginia
$1.32M -$1.45K -2 -0.1%
AGC
3123
August Group Capital
$1.31M +$10.2K +14 +0.8%
DWMS
3124
Dominguez Wealth Management Solutions
Virginia
$1.31M +$1.45K +2 +0.1%
SWM
3125
Sendero Wealth Management
Texas
$1.31M +$210K +289 +20%
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