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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FSG
3476
Financial Strategies Group
Michigan
$322K -$78K -141 -20%
LA
3477
Lynch & Associates
Indiana
$322K +$553 +1 +0.2%
AL
3478
ACAS LLC
California
$321K – – –
SFP
3479
Sweet Financial Partners
Minnesota
$320K +$2.77K +5 +0.9%
PSB
3480
Piscataqua Savings Bank
New Hampshire
$320K – – –
MCC
3481
Maiden Cove Capital
Maine
$319K +$16K +29 +5%
TWA
3482
Trellis Wealth Advisors
California
$319K – – –
TC
3483
Tenret Company
Florida
$316K +$305K +551 New
LOIP
3484
Live Oak Investment Partners
Texas
$316K – – –
VFIC
3485
Valley Forge Investment Consultants
Pennsylvania
$314K -$53.1K -96 -15%
DEM
3486
Disciplined Equity Management
Florida
$313K – – –
SWM
3487
Scissortail Wealth Management
Oklahoma
$313K +$2.21K +4 New
LAM
3488
LifePro Asset Management
California
$313K +$11.1K +20 +4%
WFS
3489
WealthGarden F.S.
California
$312K -$7.19K -13 -2%
KC
3490
Kingfisher Capital
North Carolina
$311K +$553 +1 +0.2%
BA
3491
Baugh & Associates
Georgia
$309K +$58.1K +105 +20%
CCM
3492
Cox Capital Management
Massachusetts
$308K +$297K +537 New
SPWM
3493
Straight Path Wealth Management
Michigan
$308K -$163K -295 -35%
PIAS
3494
PCA Investment Advisory Services
Ohio
$307K +$69.7K +126 +31%
PWC
3495
PYA Waltman Capital
Tennessee
$307K – – –
CM
3496
Cornerstone Management
Georgia
$306K +$2.77K +5 +0.9%
TPWM
3497
Twelve Points Wealth Management
Massachusetts
$305K +$32.6K +59 +12%
SFG
3498
Sunburst Financial Group
Alabama
$305K -$15.5K -28 -5%
FPF
3499
First Pacific Financial
Washington
$304K -$50.9K -92 -15%
SPAS
3500
Spectrum Planning & Advisory Services
California
$304K +$34.8K +63 +13%
138 139
140
141 142