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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
3976
Balanced Wealth Group
Ohio
$453K -$46.6K -69 -9%
MCM
3977
Mill Capital Management
North Carolina
$453K +$51.4K +76 +13%
TFA
3978
TPG Financial Advisors
Oregon
$452K -$43.9K -65 -9%
LFS
3979
Littlejohn Financial Services
Oregon
$452K – – –
CTC
3980
Corundum Trust Company
South Dakota
$451K -$645K -954 -59%
RK
3981
Rather & Kittrell
Tennessee
$451K -$87.9K -130 -16%
PD
3982
Planning Directions
Pennsylvania
$451K +$101K +149 +29%
CAM
3983
Cidel Asset Management
Ontario, Canada
$451K -$27.7K -41 -6%
CSF
3984
Capital Squared Financial
Maryland
$450K +$33.1K +49 +8%
IWM
3985
Integris Wealth Management
California
$450K -$35.1K -52 -7%
CE
3986
Cornerstone Enterprises
Wisconsin
$450K – – –
SRCM
3987
Signature Resources Capital Management
California
$450K – – –
NWM
3988
Northwest Wealth Management
Iowa
$447K – – –
CWM
3989
Concentrum Wealth Management
California
$446K +$442K +654 New
BKA
3990
Brick & Kyle Associates
Pennsylvania
$445K – – –
AIA
3991
Acute Investment Advisory
Arizona
$445K -$73.7K -109 -14%
LWA
3992
Lifelong Wealth Advisors
Minnesota
$445K +$216K +320 +96%
AFPL
3993
Advus Financial Partners, LLC
Florida
$444K – – –
FF
3994
Francis Financial
$444K – – –
PP
3995
Pacifica Partners
Canada
$443K -$25.7K -38 -6%
SLWM
3996
Stone Loft Wealth Management
Pennsylvania
$443K +$439K +650 New
MWM
3997
Mittelman Wealth Management
Massachusetts
$440K -$2.7K -4 -0.6%
DCM
3998
Davidson Capital Management
Texas
$440K – – –
EFIC
3999
Eliot Finkel Investment Counsel
California
$440K – – –
TPCM
4000
Templeton & Phillips Capital Management
Tennessee
$440K – – –
158 159
160
161 162