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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
3101
Isthmus Partners
Wisconsin
$1.18M – – –
PAS
3102
Professional Advisory Services
Florida
$1.18M -$53.7K -79 -4%
TF
3103
Theory Financial
Colorado
$1.17M -$10.2K -15 -0.8%
FG
3104
Fiduciary Group
Georgia
$1.17M -$2.72K -4 -0.2%
BI
3105
Ballast Inc
Kentucky
$1.17M +$367K +540 +43%
PP
3106
Postrock Partners
Oregon
$1.17M -$112K -164 -8%
ZCP
3107
Z3 Capital Partners
Virginia
$1.16M +$680 +1 +0.1%
MWM
3108
Marion Wealth Management
Pennsylvania
$1.16M +$11.6K +17 +1%
KCM
3109
Key Capital Management
Tennessee
$1.16M +$61.9K +91 +5%
WMA
3110
West Michigan Advisors
Michigan
$1.16M +$165K +243 +16%
LWP
3111
Laurel Wealth Planning
Minnesota
$1.16M -$23.8K -35 -2%
HIA
3112
HTG Investment Advisors
Connecticut
$1.16M – – –
VIM
3113
Vista Investment Management
Pennsylvania
$1.16M – – –
4WM
3114
49 Wealth Management
Texas
$1.15M -$98.6K -145 -8%
PCM
3115
Passive Capital Management
Maryland
$1.15M – – –
BWP
3116
Barlow Wealth Partners
Kentucky
$1.15M +$12.9K +19 +1%
CA
3117
COFG Advisors
Illinois
$1.15M +$3.4K +5 +0.3%
VAS
3118
Valicenti Advisory Services
New York
$1.15M -$47.6K -70 -4%
UAM
3119
Unison Asset Management
Florida
$1.15M – – –
AF
3120
Align Financial
Minnesota
$1.15M +$4.08K +6 +0.3%
AT
3121
Adelphi Trust
Florida
$1.15M +$1.2M +1,766 New
FSA
3122
Financial Security Advisor
Virginia
$1.15M -$196K -289 -14%
BTIM
3123
BancFirst Trust & Investment Management
Oklahoma
$1.15M – – –
M
3124
MYeCFO
California
$1.15M -$32.6K -48 -3%
OAP
3125
One Advisory Partners
Kansas
$1.15M -$3.4K -5 -0.3%
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