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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
3126
Fortis Advisors
Pennsylvania
$62K – – –
ACG
3127
Allen Capital Group
Nebraska
$59K -$12.9K -28 -18%
SSC
3128
Syverson Strege & Co
Iowa
$58K – – –
CWM
3129
Concentrum Wealth Management
California
$58K +$3.21K +7 +6%
HFM
3130
Hartford Financial Management
Connecticut
$54K -$58.8K -128 -53%
RIA
3131
Richwood Investment Advisors
Ohio
$54K +$52.3K +114 New
AIA
3132
Arcadia Investment Advisors
Idaho
$52.1K +$459 +1 +0.9%
BIMC
3133
Benson Investment Management Company
Virginia
$51K +$49.1K +107 New
CFG
3134
Cambridge Financial Group
Ohio
$50.5K +$50.5K +110 New
IHWM
3135
Iron Horse Wealth Management
Iowa
$49K – – –
RDIA
3136
RE Dickinson Investment Advisors
Iowa
$49K +$47.7K +104 New
FMB
3137
Field & Main Bank
Kentucky
$47K – – –
JC
3138
JBF Capital
Colorado
$47K – – –
USGIU
3139
U.S. Global Investors (USGI)
Texas
$47K – – –
FWM
3140
Focused Wealth Management
New York
$47K +$2.29K +5 +5%
SPA
3141
Shore Point Advisors
New Jersey
$47K +$45.9K +100 New
KSWA
3142
Kathleen S. Wright Associates
Pennsylvania
$44K +$42.2K +92 New
CA
3143
Centerpoint Advisors
Massachusetts
$43K -$11.5K -25 -22%
SFPG
3144
Stonebridge Financial Planning Group
Florida
$39K – – –
CWM
3145
Curi Wealth Management
North Carolina
$39K +$37.6K +82 New
RPCONE
3146
Retirement Planning Company of New England
Rhode Island
$39K +$38.6K +84 New
RTC
3147
Riverview Trust Company
Washington
$38K – – –
PWMG
3148
Prestige Wealth Management Group
New Jersey
$35K +$2.75K +6 +9%
EIM
3149
Essex Investment Management
Massachusetts
$35K +$3.21K +7 +10%
LTI
3150
Laffer Tengler Investments
Tennessee
$34.7K – – –
124 125
126
127 128