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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
3426
Cambridge Financial Group
Ohio
$643K +$70.5K +110 +13%
GCA
3427
Gradient Capital Advisors
California
$642K – – –
BFP
3428
Briaud Financial Planning
Texas
$641K +$60.9K +95 +11%
CB
3429
Chris Bulman
California
$640K +$35.3K +55 +6%
OFS
3430
Orrstown Financial Services
Pennsylvania
$639K -$389K -607 -39%
ATI
3431
ARK & TLK Investments
Oklahoma
$639K +$71.8K +112 +13%
RCM
3432
Requisite Capital Management
Texas
$638K +$641 +1 +0.1%
KCM
3433
Kathmere Capital Management
Pennsylvania
$638K +$263K +411 +75%
BFG
3434
Birch Financial Group
New Hampshire
$636K +$1.28K +2 +0.2%
RCG
3435
Regatta Capital Group
California
$636K -$5.13K -8 -0.8%
RCI
3436
RS Crum Inc
California
$635K -$19.9K -31 -3%
MA
3437
MJP Associates
Connecticut
$634K +$6.41K +10 +1%
OPA
3438
Old Port Advisors
Maine
$633K -$1.12M -1,749 -65%
ACM
3439
Altrius Capital Management
North Carolina
$632K -$105K -164 -15%
BW
3440
BostonPremier Wealth
Massachusetts
$632K +$10.9K +17 +2%
AFIA
3441
America First Investment Advisors
Nebraska
$631K +$1.28K +2 +0.2%
OCG
3442
Opus Capital Group
Ohio
$629K +$641 +1 +0.1%
LGG
3443
Luts & Greenleigh Group
Maryland
$628K -$16K -25 -3%
NPAN
3444
Northeast Planning Associates NH
New Hampshire
$627K – – –
LAS
3445
Legacy Advisory Services
Pennsylvania
$626K +$1.28K +2 +0.2%
UIM
3446
Unified Investment Management
Georgia
$625K -$54.5K -85 -8%
AL
3447
ADE LLC
Maryland
$624K +$142K +221 +31%
QHA
3448
Quarry Hill Advisors
Minnesota
$624K – – –
DWM
3449
Dopkins Wealth Management
New York
$623K – – –
GWWM
3450
Great Waters Wealth Management
Minnesota
$623K -$7.69K -12 -1%
136 137
138
139 140