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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
3401
Beacon Wealthcare LLC
North Carolina
$932K -$4.05K -6 -0.4%
VFG
3402
Valley Financial Group
Pennsylvania
$931K -$48.7K -72 -5%
SW
3403
SMART Wealth
Nebraska
$930K -$147K -218 -14%
LFA
3404
LifeGuide Financial Advisors
Pennsylvania
$930K -$68.9K -102 -7%
MF
3405
Manuka Financial
Virginia
$927K – – –
NIM
3406
Nicollet Investment Management
Minnesota
$927K -$1.35K -2 -0.1%
FFC
3407
First Financial Corp
Indiana
$926K – – –
WMA
3408
William Mack & Associates
Michigan
$926K +$47.3K +70 +5%
BFG
3409
Beacon Financial Group
Texas
$924K – – –
SFS
3410
Strategic Financial Services
New York
$921K -$145K -215 -14%
CPWM
3411
Cypress Point Wealth Management
Texas
$919K +$578K +855 +173%
AWG
3412
Altus Wealth Group
Colorado
$916K -$241K -356 -21%
SP
3413
Symmetry Partners
Connecticut
$915K – – –
CH
3414
Canton Hathaway
Rhode Island
$914K – – –
MCP
3415
Miller Capital Partners
Michigan
$914K +$906K +1,340 New
SRC
3416
Shufro Rose & Co
New York
$913K +$53.4K +79 +6%
NS
3417
Northland Securities
Minnesota
$912K +$904K +1,338 New
RCP
3418
Rothschild Capital Partners
New York
$912K +$676 +1 +0.1%
PA
3419
Powerhouse Assets
Massachusetts
$911K +$903K +1,336 New
HWM
3420
HighMark Wealth Management
Minnesota
$910K +$106K +157 +13%
AFM
3421
Abbot Financial Management
Massachusetts
$910K -$21K -31 -2%
CBTWT
3422
Community Bank & Trust (Waco, Texas)
Texas
$910K – – –
TWM
3423
TriaGen Wealth Management
California
$909K -$14.9K -22 -2%
TLFA
3424
True Link Financial Advisors
California
$909K +$148K +219 +20%
MIM
3425
Moseley Investment Management
Florida
$909K +$676 +1 +0.1%
135 136
137
138 139