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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
3201
Goldstream Capital Management
Hong Kong
$1.18M +$585K +866 +100%
RAM
3202
Reflection Asset Management
South Carolina
$1.18M +$1.16M +1,713 New
DWM
3203
DKM Wealth Management
California
$1.17M +$6.76K +10 +0.6%
PM
3204
Penbrook Management
New York
$1.17M -$50.7K -75 -4%
BFP
3205
Briaud Financial Planning
Texas
$1.17M +$512K +757 +79%
PF
3206
Prosperitas Financial
California
$1.17M -$1.35K -2 -0.1%
AGC
3207
August Group Capital
$1.16M +$1.15M +1,707 New
PFG
3208
Prospect Financial Group
Virginia
$1.16M – – –
UCB
3209
United Community Bank
South Carolina
$1.16M +$161K +238 +16%
RW
3210
RVW Wealth
California
$1.16M +$603K +892 +110%
PG
3211
Prostatis Group
Maryland
$1.16M -$31.1K -46 -3%
JTF
3212
J. Team Financial
Texas
$1.16M -$40.6K -60 -3%
CFS
3213
Compass Financial Services
Iowa
$1.16M -$43.3K -64 -4%
AF
3214
Amara Financial
California
$1.16M +$3.38K +5 +0.3%
PAG
3215
Poinciana Advisors Group
Florida
$1.16M +$64.2K +95 +6%
BA
3216
Ballast Advisors
Minnesota
$1.16M -$313K -463 -21%
KCM
3217
Key Capital Management
Tennessee
$1.16M +$1.14M +1,694 New
UFPG
3218
United Financial Planning Group
New York
$1.15M +$479K +709 +72%
WC
3219
Whitney & Co
New York
$1.15M +$648K +959 +131%
SIA
3220
Strategic Investment Advisors
Michigan
$1.15M +$52K +77 +5%
TI
3221
TTP Investments
California
$1.14M +$212K +313 +23%
PAG
3222
Powers Advisory Group
Illinois
$1.14M – – –
QPW
3223
Quantum Private Wealth
Florida
$1.14M – – –
1CP
3224
17 Capital Partners
Arizona
$1.14M +$287K +424 +34%
JWWM
3225
Johnson & White Wealth Management
Pennsylvania
$1.14M -$75.7K -112 -6%
127 128
129
130 131