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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
3126
Custom Portfolio Group
Colorado
$473K +$442K +992 New
AT
3127
Arden Trust
Delaware
$472K – – –
BI
3128
Ballast Inc
Kentucky
$471K – – –
RIP
3129
RAM Investment Partners
Washington
$469K -$181K -406 -29%
SFA
3130
Seneca Financial Advisors
New York
$468K – – –
MRCM
3131
M&R Capital Management
New Jersey
$467K -$38.8K -87 -8%
TFA
3132
TPG Financial Advisors
Oregon
$467K – – –
IRC
3133
Investors Research Corp
Georgia
$466K – – –
TW
3134
Traveka Wealth
California
$465K +$436K +978 New
NC
3135
NovaPoint Capital
Georgia
$465K +$22.7K +51 +6%
LC
3136
Lincoln Capital
Nebraska
$465K +$8.91K +20 +2%
WWP
3137
Waypoint Wealth Partners
California
$463K -$61.5K -138 -12%
PDM
3138
Penn Davis McFarland
Texas
$463K +$113K +254 +35%
1WA
3139
180 Wealth Advisors
Washington
$462K +$154K +345 +55%
AIA
3140
Allied Investment Advisors
Montana
$462K +$433K +971 New
KL
3141
KWMG LLC
Kansas
$460K -$158K -354 -27%
SIA
3142
Stegner Investment Associates
Kentucky
$460K +$445 +1 +0.1%
CCM
3143
Check Capital Management
California
$459K +$66.4K +149 +18%
TFF
3144
The Family Firm
Maryland
$456K -$50.8K -114 -11%
FA
3145
FC Advisory
Pennsylvania
$454K +$445 +1 +0.1%
AFA
3146
Alpha Financial Advisors
North Carolina
$454K +$177K +397 +71%
MCB
3147
Morton Community Bank
Illinois
$453K +$425K +954 New
HCA
3148
Hyperion Capital Advisors
New York
$452K -$298K -670 -41%
RCI
3149
RS Crum Inc
California
$452K +$68.2K +153 +19%
OCG
3150
Opus Capital Group
Ohio
$452K -$33K -74 -7%
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