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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PEWA
3876
Pacific Excel Wealth Advisors
California
$471K +$97.2K +143 +25%
AC
3877
Almitas Capital
California
$471K +$493K +725 New
PRAG
3878
Portfolio Resources Advisor Group
Florida
$471K -$195K -287 -28%
LB
3879
Legacy Bridge
Iowa
$471K – – –
ECM
3880
Elgethun Capital Management
South Dakota
$471K -$38.8K -57 -7%
PRRFG
3881
Paul R. Ried Financial Group
Washington
$471K +$268K +394 +119%
SEP
3882
Southland Equity Partners
Missouri
$470K +$65.3K +96 +15%
DK
3883
David Kennon
Florida
$469K – – –
SHF
3884
Stage Harbor Financial
Massachusetts
$469K -$24.5K -36 -5%
HH
3885
HWG Holdings
Texas
$469K – – –
PF
3886
Parker Financial
Washington
$469K – – –
UWP
3887
Uniting Wealth Partners
Kansas
$468K +$13.6K +20 +3%
TWIM
3888
TIAA Wealth Investment Management
New York
$468K +$500K +735 New
CCA
3889
Cooper Capital Advisors
California
$466K +$15K +22 +3%
MIM
3890
Montgomery Investment Management
Maryland
$466K – – –
BA
3891
Baugh & Associates
Georgia
$464K -$4.08K -6 -0.8%
GCP
3892
Gill Capital Partners
Colorado
$463K -$66.6K -98 -12%
ANHIM
3893
Alan N. Hoffman Investment Management
Massachusetts
$463K – – –
TWPM
3894
Total Wealth Planning & Management
Florida
$462K -$2.7M -3,970 -85%
AAM
3895
Augustine Asset Management
Florida
$461K +$482K +709 New
EHAM
3896
Eagle Harbor Asset Management
Washington
$459K +$680 +1 +0.1%
OAM
3897
Oak Asset Management
California
$458K -$51K -75 -10%
PPW
3898
Presilium Private Wealth
Pennsylvania
$458K – – –
AAA
3899
AG Asset Advisory
California
$458K +$11.6K +17 +2%
AFS
3900
Access Financial Services
Minnesota
$457K -$36K -53 -7%
154 155
156
157 158