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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
3126
Tran Capital Management
California
$210K -$4.63M -11,596 -96%
SPC
3127
Stewart & Patten Company
California
$209K +$204K +511 New
DR
3128
Davis Rea
Ontario, Canada
$209K +$203K +509 New
CWM
3129
Cabot Wealth Management
Massachusetts
$209K +$203K +510 New
TCOK
3130
Trust Company of Kansas
Kansas
$209K +$203K +510 New
CA
3131
Crumly & Associates
Illinois
$209K -$70.6K -177 -26%
MC
3132
Matisse Capital
Oregon
$208K +$203K +509 New
WA
3133
WP Advisors
California
$208K +$203K +509 New
IIM
3134
Ironwood Investment Management
Massachusetts
$208K +$202K +507 New
HAG
3135
HF Advisory Group
Maryland
$207K -$73K -183 -27%
WIP
3136
WealthCare Investment Partners
Rhode Island
$207K +$202K +506 New
KWA
3137
Kellett Wealth Advisors
Ohio
$207K +$201K +504 New
CFAM
3138
Center For Asset Management
Florida
$205K +$199K +500 New
CM
3139
Capital Management
Virginia
$205K -$199K -500 -50%
BFS
3140
Bard Financial Services
Connecticut
$205K +$199K +500 New
BAG
3141
Briggs Advisory Group
Rhode Island
$205K +$199K +500 New
HA
3142
Harfst & Associates
Wyoming
$205K +$199K +500 New
HIGP
3143
Hill Investment Group Partners
Missouri
$205K +$199K +500 New
OFA
3144
Oak Family Advisors
Illinois
$204K -$13.2K -33 -6%
HWMG
3145
Hurlow Wealth Management Group
Indiana
$203K +$198K +496 New
BF
3146
Brooklyn FI
New York
$203K +$170K +427 New
CIAS
3147
CBIZ Investment Advisory Services
Ohio
$203K +$197K +493 New
FTDI
3148
First Trust Direct Indexing
Massachusetts
$202K -$235K -590 -54%
BC
3149
Brio Consultants
California
$202K -$205K -513 -51%
HPWA
3150
Hall Private Wealth Advisors
North Carolina
$202K +$197K +493 New
124 125
126
127 128