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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
4001
Gallagher Capital Advisors
Texas
$241K +$243K +412 New
PAM
4002
Prodigy Asset Management
Nebraska
$241K +$242K +411 New
PIA
4003
Panoramic Investment Advisors
Colorado
$240K +$2.36K +4 +1%
AIM
4004
Archer Investment Management
Texas
$240K +$242K +410 New
PFM
4005
Peak Financial Management
Massachusetts
$240K +$240K +408 New
SCA
4006
Southern Capital Advisors
Tennessee
$240K -$6.48K -11 -3%
RCM
4007
RMR Capital Management
California
$238K -$48.9K -83 -17%
RMF
4008
Red Mountain Financial
Colorado
$238K – – –
DW
4009
Durante & Waters
New York
$237K – – –
IIM
4010
Illumine Investment Management
Washington
$237K +$239K +405 New
AAG
4011
Avalon Advisory Group
Pennsylvania
$236K – – –
WA
4012
WPG Advisers
Maryland
$236K +$237K +403 New
IAG
4013
Innovative Advisory Group
Massachusetts
$236K +$237K +402 New
CWM
4014
Cadence Wealth Management
Massachusetts
$236K +$4.12K +7 +2%
FBT
4015
First Bank & Trust
South Dakota
$236K – – –
MPAM
4016
Murphy Pohlad Asset Management
Minnesota
$236K – – –
CPC
4017
CFC Planning Company
Indiana
$235K +$236K +401 New
GJCM
4018
Grand Jean Capital Management
California
$234K – – –
JSA
4019
Jacobson & Schmitt Advisors
Wisconsin
$234K – – –
TSS
4020
Thomas Story & Son
Indiana
$234K – – –
SGWM
4021
Sterling Group Wealth Management
California
$234K -$2.36K -4 -1%
MWP
4022
Moller Wealth Partners
$234K – – –
CFG
4023
CMC Financial Group
Georgia
$233K -$58.3K -99 -20%
MPW
4024
Melone Private Wealth
Michigan
$233K +$589 +1 +0.3%
KWAG
4025
Kiely Wealth Advisory Group
North Carolina
$233K – – –
159 160
161
162 163