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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
3401
Requisite Capital Management
Texas
$963K +$4.35K +6 +0.5%
VC
3402
Vicus Capital
Pennsylvania
$961K -$2.17K -3 -0.2%
4WM
3403
4J Wealth Management
Virginia
$961K – – –
SFS
3404
Solitude Financial Services
Virginia
$960K – – –
DWA
3405
Delta Wealth Advisors
Indiana
$960K -$192K -265 -17%
KGP
3406
Keystone Global Partners
Colorado
$959K – – –
WAM
3407
Weiss Asset Management
Massachusetts
$958K +$930K +1,283 New
SCM
3408
Stonebridge Capital Management
California
$957K +$929K +1,281 New
FCI
3409
Financial Counselors Inc
Kansas
$954K – – –
CIG
3410
Cascade Investment Group
Colorado
$952K – – –
EWA
3411
Eagle Wealth Advisors
Connecticut
$951K -$40.6K -56 -4%
JBA
3412
Johnson Bixby & Associates
Washington
$951K -$4.35K -6 -0.5%
MCM
3413
McKinney Capital Management
Texas
$951K +$86.3K +119 +10%
BFG
3414
Beacon Financial Group
Texas
$949K -$63.8K -88 -6%
NPPM
3415
North Point Portfolio Managers
Ohio
$948K +$38.4K +53 +4%
MWM
3416
Mattern Wealth Management
Kansas
$947K -$21K -29 -2%
CMBA
3417
C.M. Bidwell & Associates
Hawaii
$947K – – –
VCM
3418
Versant Capital Management
Arizona
$946K – – –
FDG
3419
Financial Discovery Group
Georgia
$943K – – –
LJCM
3420
Lee Johnson Capital Management
Texas
$942K – – –
LIA
3421
LS Investment Advisors
Michigan
$940K -$23.2K -32 -2%
GLR
3422
Great Lakes Retirement
Ohio
$939K – – –
MCM
3423
Monarch Capital Management
Indiana
$937K – – –
WFS
3424
Weitzel Financial Services
Iowa
$937K +$725 +1 +0.1%
HFP
3425
Holistic Financial Partners
Indiana
$937K +$37.7K +52 +4%
135 136
137
138 139