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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
3301
Shufro Rose & Co
New York
$705K – – –
S4W
3302
Solutions 4 Wealth
Texas
$701K +$312K +546 +93%
TIAM2
3303
Tru Independence Asset Management 2
Oregon
$701K -$154K -270 -19%
BCFS
3304
Butensky & Cohen Financial Security
Florida
$701K -$14.9K -26 -2%
BBA
3305
Braun-Bostich & Associates
Pennsylvania
$701K +$25.2K +44 +4%
WWA
3306
Wealth Watch Advisors
Colorado
$701K +$232K +405 +42%
PCM
3307
Pointe Capital Management
Michigan
$701K -$20.6K -36 -3%
DSAM
3308
Dock Street Asset Management
Florida
$700K -$22.9K -40 -3%
IWA
3309
IVC Wealth Advisors
Pennsylvania
$700K +$572 +1 +0.1%
GFG
3310
Grantvest Financial Group
New Jersey
$699K +$41.7K +73 +7%
BWIA
3311
Bryant Woods Investment Advisors
New York
$699K -$68.6K -120 -10%
IWB
3312
Innovative Wealth Building
Maryland
$698K -$9.72K -17 -1%
SL
3313
SWMG LLC
Texas
$698K -$15.4K -27 -2%
KAM
3314
Kraft Asset Management
Tennessee
$696K -$101K -176 -14%
CLOS
3315
Compagnie Lombard Odier SCmA
Switzerland
$695K +$423K +740 +192%
FF
3316
Financial Futures
New Jersey
$695K +$114K +200 +22%
CWM
3317
Certus Wealth Management
California
$694K – – –
EF
3318
Exeter Financial
Arizona
$691K – – –
BCM
3319
Beck Capital Management
Texas
$689K +$21.7K +38 +4%
AFA
3320
Avant Financial Advisors
Texas
$688K – – –
AIC
3321
Allodium Investment Consultants
Minnesota
$688K – – –
ACM
3322
Altrius Capital Management
North Carolina
$687K -$57.7K -101 -8%
SO
3323
STRS Ohio
Ohio
$686K +$434K +760 +217%
STCOSD
3324
Sageworth Trust Company of South Dakota
South Dakota
$686K -$16.6K -29 -3%
EFH
3325
Eaton Financial Holdings
Florida
$686K +$93.7K +164 +17%
131 132
133
134 135