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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
3576
Teamwork Financial Advisors
Texas
$236K -$1.3M -2,488 -85%
SPG
3577
Strategic Planning Group
Utah
$236K +$523 +1 +0.2%
PMG
3578
Private Management Group
California
$236K +$227K +433 New
FGAM
3579
Financial Gravity Asset Management
Texas
$235K +$69.6K +133 +45%
SM
3580
Sweeney & Michel
California
$234K +$13.1K +25 +6%
RA
3581
Riversedge Advisors
Delaware
$234K +$1.05K +2 +0.5%
WWM
3582
WT Wealth Management
Arizona
$234K +$225K +430 New
BHWM
3583
Bay Harbor Wealth Management
Maryland
$234K +$523 +1 +0.2%
SWMG
3584
Signature Wealth Management Group
Georgia
$233K – – –
B
3585
Birchbrook
Maine
$232K – – –
MKC
3586
M. Kraus & Co
Vermont
$232K – – –
ACM
3587
Arcataur Capital Management
Wisconsin
$230K – – –
BIA
3588
Biondo Investment Advisors
Pennsylvania
$230K -$309K -590 -58%
MPAM
3589
Murphy Pohlad Asset Management
Minnesota
$230K – – –
SCA
3590
Southern Capital Advisors
Tennessee
$230K +$523 +1 +0.2%
AFC
3591
Adaptive Financial Consulting
Ohio
$229K +$523 +1 +0.2%
BC
3592
Barnett & Company
Tennessee
$229K – – –
HFS
3593
Hoge Financial Services
Pennsylvania
$228K -$76.9K -147 -26%
GA
3594
Gateway Advisory
New Jersey
$227K +$219K +418 New
PI
3595
Pachira Investments
California
$227K +$523 +1 +0.2%
DMIC
3596
Dixon Mitchell Investment Counsel
British Columbia, Canada
$227K – – –
PA
3597
Paragon Advisors
Texas
$226K -$317K -605 -59%
AWA
3598
Adapt Wealth Advisors
Georgia
$226K +$218K +416 New
MSA
3599
Marathon Strategic Advisors
Pennsylvania
$226K +$217K +415 New
KV
3600
Kickstand Ventures
New York
$225K -$61.8K -118 -22%
142 143
144
145 146