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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
3901
Stevens Capital Management
Pennsylvania
$287K -$16.7M -29,236 -98%
CGFA
3902
Colton Groome Financial Advisors
North Carolina
$287K – – –
MWM
3903
Moulton Wealth Management
Washington
$286K -$5.72K -10 -2%
CWM
3904
Concentrum Wealth Management
California
$285K +$9.72K +17 +4%
DI
3905
DAGCO Inc
Ohio
$285K – – –
CSC
3906
Caldwell Sutter Capital
California
$285K +$10.3K +18 +4%
AR
3907
Advisory Research
Illinois
$283K +$262K +458 New
UPS
3908
UHLMANN PRICE SECURITIES
Illinois
$283K -$48K -84 -15%
SWM
3909
Shepherd Wealth Management
Ohio
$282K -$5.72K -10 -2%
CM
3910
Cornerstone Management
Georgia
$282K -$82.9K -145 -24%
MWM
3911
Mascoma Wealth Management
New Hampshire
$282K – – –
WC
3912
Westhampton Capital
North Carolina
$281K – – –
KFG
3913
Kingdom Financial Group
Arizona
$280K +$260K +454 New
ICCON
3914
Investment Counsel Company of Nevada
Nevada
$280K +$7.43K +13 +3%
ISWM
3915
Independent Solutions Wealth Management
New York
$280K -$64.6K -113 -20%
SLG
3916
Stanley-Laman Group
Pennsylvania
$279K – – –
ICMM
3917
Integrated Capital Management (Michigan)
Michigan
$279K – – –
CNWM
3918
Clay Northam Wealth Management
California
$279K -$9.72K -17 -4%
LFA
3919
Lauterbach Financial Advisors
Texas
$279K – – –
MPW
3920
Magnolia Private Wealth
Pennsylvania
$278K +$257K +450 New
RAM
3921
Ramirez Asset Management
New York
$278K -$114K -200 -31%
SC
3922
Schulhoff & Co
Ohio
$278K – – –
TF
3923
TME Financial
California
$278K +$1.72K +3 +0.7%
CG
3924
Clifford Group
Massachusetts
$277K -$130K -227 -34%
GBFP
3925
Golden Bell Financial Planning
Georgia
$277K -$572 -1 -0.2%
155 156
157
158 159