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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BPFA
3176
Barnes Pettey Financial Advisors
Mississippi
$845K +$20K +35 +3%
GIM
3177
Guild Investment Management
California
$845K +$782K +1,368 New
RIG
3178
RiverFront Investment Group
Virginia
$843K -$12.6K -22 -2%
SWM
3179
Silverlake Wealth Management
Vermont
$841K +$85.2K +149 +12%
CBTWT
3180
Community Bank & Trust (Waco, Texas)
Texas
$840K -$22.9K -40 -3%
ACM
3181
Avalon Capital Management
California
$839K -$22.3K -39 -3%
WA
3182
Waterford Advisors
New York
$838K +$12.3M +21,564 +1,563%
SFSG
3183
Sound Financial Strategies Group
Mississippi
$836K +$13.7K +24 +2%
VFG
3184
Valley Financial Group
Pennsylvania
$836K +$39.4K +69 +5%
QWM
3185
Quaker Wealth Management
New Jersey
$835K +$773K +1,352 New
JPWM
3186
Jamison Private Wealth Management
Georgia
$834K +$113K +198 +17%
AWM
3187
Avaii Wealth Management
Wisconsin
$834K +$115K +202 +18%
GA
3188
GoalVest Advisory
New York
$834K – – –
NIM
3189
Nicollet Investment Management
Minnesota
$834K +$2.29K +4 +0.3%
GFG
3190
Greenbush Financial Group
New York
$833K +$2.29K +4 +0.3%
BFG
3191
Beacon Financial Group
Texas
$831K +$28.6K +50 +4%
RCP
3192
Rothschild Capital Partners
New York
$829K +$14.3K +25 +2%
CH
3193
Canton Hathaway
Rhode Island
$828K +$57.2K +100 +8%
HP
3194
Hilltop Partners
Indiana
$824K +$74.9K +131 +11%
SMG
3195
Smart Money Group
Texas
$822K -$242K -424 -24%
SFG
3196
SevenBridge Financial Group
Pennsylvania
$822K +$183K +320 +33%
IWP
3197
Insight Wealth Partners
Texas
$822K +$114K +199 +18%
QCIG
3198
Quad-Cities Investment Group
Iowa
$821K +$159K +278 +26%
HKAM
3199
Horizon Kinetics Asset Management
New York
$821K -$4.57K -8 -0.6%
FMN
3200
Financial Management Network
California
$819K -$8K -14 -1%
126 127
128
129 130