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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TLFA
3351
True Link Financial Advisors
California
$1.01M +$47.1K +65 +5%
HCM
3352
Hall Capital Management
Rhode Island
$1.01M -$17.4K -24 -2%
NIM
3353
Nicollet Investment Management
Minnesota
$1.01M +$725 +1 +0.1%
AFM
3354
Abbot Financial Management
Massachusetts
$1M +$65.3K +90 +7%
RCP
3355
Rothschild Capital Partners
New York
$1M +$2.17K +3 +0.2%
SP
3356
Symmetry Partners
Connecticut
$1M – – –
CH
3357
Canton Hathaway
Rhode Island
$1M – – –
NQWM
3358
Northwest Quadrant Wealth Management
Oregon
$999K +$2.9K +4 +0.3%
RPGNY
3359
Retirement Planning Group (New York)
New York
$998K +$151K +208 +18%
AWMG
3360
Alliance Wealth Management Group
New Jersey
$998K +$225K +310 +30%
RCG
3361
Rock Creek Group
District of Columbia
$996K +$975K +1,345 New
NB
3362
NBH Bank
Colorado
$996K +$967K +1,334 New
CBTWT
3363
Community Bank & Trust (Waco, Texas)
Texas
$996K – – –
FWM
3364
Finer Wealth Management
Massachusetts
$994K +$7.25K +10 +0.8%
UFPG
3365
United Financial Planning Group
New York
$994K +$725 +1 +0.1%
EWL
3366
Emissary Wealth LLC
New Jersey
$993K -$84.1K -116 -8%
LKBC
3367
L.K. Benson & Company
Maryland
$992K +$3.63K +5 +0.4%
PA
3368
Powerhouse Assets
Massachusetts
$992K -$5.08K -7 -0.5%
MWM
3369
Mascoma Wealth Management
New Hampshire
$991K – – –
RWPA
3370
Richard W. Paul & Associates
Michigan
$990K +$88.5K +122 +10%
TSWM
3371
Triangle Securities Wealth Management
North Carolina
$986K -$2.17K -3 -0.2%
MCA
3372
Martin Capital Advisors
Texas
$985K – – –
SRC
3373
Shufro Rose & Co
New York
$983K -$5.8K -8 -0.6%
DOA
3374
D'Orazio & Associates
Virginia
$983K +$5.08K +7 +0.5%
GWMIA
3375
Global Wealth Management Investment Advisory
Florida
$980K +$5.08K +7 +0.5%
133 134
135
136 137