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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3476
Bernicke Wealth Management
Wisconsin
$865K +$858K +1,269 New
AIA
3477
Allied Investment Advisors
Montana
$865K -$283K -418 -25%
CMBA
3478
C.M. Bidwell & Associates
Hawaii
$865K – – –
RFG
3479
RFP Financial Group
Georgia
$864K -$2.16M -3,193 -72%
MFS
3480
Miller Financial Services
Michigan
$861K -$4.05K -6 -0.5%
LJCM
3481
Lee Johnson Capital Management
Texas
$861K – – –
MCA
3482
Magnolia Capital Advisors
Mississippi
$861K +$35.1K +52 +4%
BI
3483
Ballast Inc
Kentucky
$860K +$2.7K +4 +0.3%
WFS
3484
Weitzel Financial Services
Iowa
$860K +$48.7K +72 +6%
SCM
3485
Stonehearth Capital Management
Massachusetts
$859K – – –
SRL
3486
Scientech Research LLC
New Jersey
$858K +$290K +429 +52%
MCM
3487
Monarch Capital Management
Indiana
$856K – – –
IAP
3488
Indie Asset Partners
Indiana
$856K – – –
AA
3489
Aufman Associates
Pennsylvania
$856K -$13.5K -20 -2%
LF
3490
Lee Financial
Texas
$855K -$160K -237 -16%
UWS
3491
Unique Wealth Strategies
Illinois
$855K +$68.9K +102 +9%
GSEP
3492
Golden State Equity Partners
California
$855K +$40.6K +60 +5%
NPPM
3493
North Point Portfolio Managers
Ohio
$854K +$8.11K +12 +1%
FDW
3494
Fourth Dimension Wealth
Ohio
$852K +$734K +1,086 +666%
FWM
3495
Focused Wealth Management
New York
$848K -$1.6M -2,365 -66%
AWC
3496
Adamsbrown Wealth Consultants
Kansas
$847K +$429K +635 +105%
WAM
3497
Walker Asset Management
Missouri
$847K -$13.5K -20 -2%
HP
3498
HT Partners
Connecticut
$846K – – –
SGI
3499
Summit Global Investments
Utah
$845K -$27.7K -41 -3%
APM
3500
a16z Perennial Management
California
$845K – – –
138 139
140
141 142