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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
3726
Ballast Financial Advisors
Pennsylvania
$654K +$72.5K +100 +13%
KPWM
3727
KDK Private Wealth Management
Texas
$653K – – –
CRA
3728
Clear Retirement Advice
California
$653K – – –
CCM
3729
Cox Capital Management
Massachusetts
$652K -$45K -62 -7%
RF
3730
Roxbury Financial
New Jersey
$651K +$1.45K +2 +0.2%
PIA
3731
Petredis Investment Advisors
Pennsylvania
$650K – – –
VCM
3732
Vision Capital Management
Oregon
$649K – – –
YWM
3733
Yukon Wealth Management
Kansas
$648K +$231K +318 +58%
SSW
3734
Smith Shellnut Wilson
Mississippi
$647K -$163K -225 -21%
DWA
3735
Delap Wealth Advisory
Oregon
$645K – – –
SIS
3736
Strategic Investment Solutions
Illinois
$644K -$17.4K -24 -3%
FF
3737
Finley Financial
Nevada
$643K – – –
EU
3738
Emory University
Georgia
$643K +$21.8K +30 +4%
NPAN
3739
Northeast Planning Associates NH
New Hampshire
$641K -$59.5K -82 -9%
SGCM
3740
Sanchez Gaunt Capital Management
Nevada
$641K – – –
MCA
3741
Maryland Capital Advisors
Maryland
$641K +$623K +859 New
SFG
3742
Snider Financial Group
Washington
$641K +$725 +1 +0.1%
WIP
3743
WealthCare Investment Partners
Rhode Island
$641K +$9.43K +13 +2%
LSL
3744
Legacy Solutions LLC
Pennsylvania
$639K – – –
JAFL
3745
Jay A. Fishman Ltd
Michigan
$638K – – –
OFS
3746
Orrstown Financial Services
Pennsylvania
$638K – – –
FLFS
3747
Family Legacy Financial Solutions
North Carolina
$638K -$153K -211 -20%
BCM
3748
Beck Capital Management
Texas
$636K -$55.1K -76 -8%
AWMS
3749
Advocacy Wealth Management Services
Georgia
$636K -$725 -1 -0.1%
GPWM
3750
Grant Private Wealth Management
California
$635K -$5.8K -8 -0.9%
148 149
150
151 152