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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
3526
SilverOak Wealth Management
Minnesota
$531K +$53.7K +94 +12%
CCM
3527
Cox Capital Management
Massachusetts
$530K -$70.9K -124 -13%
CFG
3528
Cambridge Financial Group
Ohio
$528K -$31.4K -55 -6%
JAFL
3529
Jay A. Fishman Ltd
Michigan
$528K – – –
LSL
3530
Legacy Solutions LLC
Pennsylvania
$528K +$16K +28 +3%
AWMS
3531
Advocacy Wealth Management Services
Georgia
$526K – – –
FA
3532
FF Advisors
California
$526K – – –
EF
3533
Elite Financial
Idaho
$526K +$572 +1 +0.1%
BWM
3534
Bosman Wealth Management
California
$526K – – –
RC
3535
Rahlfs Capital
Texas
$525K -$12.6K -22 -3%
3AM
3536
3EDGE Asset Management
Florida
$524K -$139K -243 -22%
ATI
3537
ARK & TLK Investments
Oklahoma
$523K – – –
LCOV
3538
London Company of Virginia
Virginia
$522K -$187K -328 -28%
MIP
3539
Marietta Investment Partners
Wisconsin
$521K +$145K +254 +43%
YWM
3540
Yukon Wealth Management
Kansas
$521K +$1.14K +2 +0.2%
CRI
3541
Colonial River Investments
Virginia
$521K +$127K +223 +37%
BIM
3542
Barton Investment Management
Pennsylvania
$518K – – –
APSI
3543
Asset Planning Services Inc
Louisiana
$518K -$204K -357 -30%
PS
3544
Planned Solutions
California
$518K – – –
ACM
3545
Academy Capital Management
Texas
$517K +$478K +837 New
CWA
3546
CJM Wealth Advisers
Virginia
$517K +$572 +1 +0.1%
PWM
3547
Partnership Wealth Management
Maryland
$516K +$28K +49 +6%
PSP
3548
Pacific Sage Partners
Washington
$515K -$572 -1 -0.1%
MWM
3549
Maltin Wealth Management
New Jersey
$515K -$5.72K -10 -1%
PWM
3550
Parkshore Wealth Management
California
$510K -$322K -563 -41%
140 141
142
143 144