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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
3476
Detalus Advisors
Missouri
$324K +$312K +564 New
CAM
3477
Cidel Asset Management
Ontario, Canada
$322K +$311K +562 New
SA
3478
Strategic Advocates
Utah
$322K -$4.98K -9 -2%
FSG
3479
Financial Strategies Group
Michigan
$322K -$78K -141 -20%
LA
3480
Lynch & Associates
Indiana
$322K +$553 +1 +0.2%
AL
3481
ACAS LLC
California
$321K – – –
SFP
3482
Sweet Financial Partners
Minnesota
$320K +$2.77K +5 +0.9%
PSB
3483
Piscataqua Savings Bank
New Hampshire
$320K – – –
MCC
3484
Maiden Cove Capital
Maine
$319K +$16K +29 +5%
TWA
3485
Trellis Wealth Advisors
California
$319K – – –
TC
3486
Tenret Company
Florida
$316K +$305K +551 New
LOIP
3487
Live Oak Investment Partners
Texas
$316K – – –
VFIC
3488
Valley Forge Investment Consultants
Pennsylvania
$314K -$53.1K -96 -15%
DEM
3489
Disciplined Equity Management
Florida
$313K – – –
SWM
3490
Scissortail Wealth Management
Oklahoma
$313K +$2.21K +4 New
LAM
3491
LifePro Asset Management
California
$313K +$11.1K +20 +4%
WFS
3492
WealthGarden F.S.
California
$312K -$7.19K -13 -2%
KC
3493
Kingfisher Capital
North Carolina
$311K +$553 +1 +0.2%
BA
3494
Baugh & Associates
Georgia
$309K +$58.1K +105 +20%
CCM
3495
Cox Capital Management
Massachusetts
$308K +$297K +537 New
SPWM
3496
Straight Path Wealth Management
Michigan
$308K -$163K -295 -35%
PIAS
3497
PCA Investment Advisory Services
Ohio
$307K +$69.7K +126 +31%
PWC
3498
PYA Waltman Capital
Tennessee
$307K – – –
CM
3499
Cornerstone Management
Georgia
$306K +$2.77K +5 +0.9%
TPWM
3500
Twelve Points Wealth Management
Massachusetts
$305K +$32.6K +59 +12%
138 139
140
141 142