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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
XWM
3401
Xcel Wealth Management
Florida
$573K -$46.4K -79 -7%
EIA
3402
Eastover Investment Advisors
North Carolina
$573K – – –
UIM
3403
Unified Investment Management
Georgia
$573K -$6.47K -11 -1%
AFW
3404
Atlantic Family Wealth
Florida
$572K – – –
RCG
3405
Regatta Capital Group
California
$572K -$448K -762 -43%
LAM
3406
Lakewood Asset Management
Illinois
$572K +$3.53K +6 +0.6%
EWM
3407
Elmwood Wealth Management
California
$570K – – –
RF
3408
Roxbury Financial
New Jersey
$569K +$588 +1 +0.1%
FB
3409
Finward Bancorp
Indiana
$568K +$55.3K +94 +10%
JCM
3410
J2 Capital Management
Michigan
$568K -$14.7K -25 -2%
SBF
3411
Sara-Bay Financial
Florida
$566K -$41.1K -70 -6%
IRC
3412
Investors Research Corp
Georgia
$566K – – –
SIM
3413
Sentry Investment Management
Wisconsin
$565K -$1.06M -1,806 -62%
SF
3414
Slagle Financial
Illinois
$565K +$35.9K +61 +6%
TFA
3415
TPG Financial Advisors
Oregon
$564K -$118K -200 -17%
PA
3416
Probity Advisors
Texas
$563K +$37K +63 +7%
RA
3417
RiverTree Advisors
Florida
$562K +$367K +625 +164%
AIM
3418
Athena Investment Management
California
$562K -$588 -1 -0.1%
FNFDCM
3419
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$561K – – –
SFA
3420
Seneca Financial Advisors
New York
$560K – – –
MBI
3421
May Barnhard Investments
Maryland
$560K +$588K +1,001 New
SFG
3422
SevenBridge Financial Group
Pennsylvania
$560K -$5.29K -9 -0.9%
PCM
3423
Palisade Capital Management
New Jersey
$559K – – –
WFM
3424
Wolff Financial Management
Michigan
$559K -$14.7K -25 -2%
CCM
3425
Courage Capital Management
Tennessee
$559K – – –
135 136
137
138 139