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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
3676
Altiora Financial Group
Ohio
$457K -$2.46M -3,831 -85%
SIA
3677
Spectrum Investment Advisors
Wisconsin
$457K +$641 +1 +0.1%
BRIA
3678
Balanced Rock Investment Advisors
Massachusetts
$456K +$64.7K +101 +17%
WAM
3679
WealthTrust Asset Management
Florida
$456K -$45.5K -71 -9%
MWP
3680
Moller Wealth Partners
$456K – – –
PK
3681
Pflug Koory
Nebraska
$455K +$14.1K +22 +3%
TFA
3682
Teamwork Financial Advisors
Texas
$453K -$9.62K -15 -2%
CSI
3683
Cross Staff Investments
New York
$452K +$167K +261 +62%
FPCG
3684
Forum Private Client Group
Indiana
$452K – – –
GCG
3685
Gilbert Capital Group
Maine
$450K -$44.9K -70 -9%
ACA
3686
Anchor Capital Advisors
Massachusetts
$447K +$1.28K +2 +0.3%
PTCG
3687
Pring Turner Capital Group
California
$447K – – –
WFMPM
3688
Woodley Farra Manion Portfolio Management
Indiana
$447K +$22.4K +35 +6%
MWA
3689
Miller Wealth Advisors
Colorado
$446K +$1.28K +2 +0.3%
LCOV
3690
London Company of Virginia
Virginia
$446K -$113K -176 -21%
KWM
3691
Koa Wealth Management
California
$446K +$91K +142 +27%
MWA
3692
MN Wealth Advisors
Kansas
$446K -$12.8K -20 -3%
MCWA
3693
Meadow Creek Wealth Advisors
Georgia
$444K +$641 +1 +0.1%
EFP
3694
EnRich Financial Partners
Wisconsin
$444K – – –
MAG
3695
Mayfair Advisory Group
Alabama
$443K +$641 +1 +0.2%
LFS
3696
Littlejohn Financial Services
Oregon
$442K +$12.8K +20 +3%
CIA
3697
CCM Investment Advisers
South Carolina
$442K +$24.4K +38 +6%
SRCM
3698
Signature Resources Capital Management
California
$440K -$192K -300 -31%
CE
3699
Cornerstone Enterprises
Wisconsin
$440K – – –
4WM
3700
44 Wealth Management
Oregon
$440K +$423K +660 New
146 147
148
149 150