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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
4001
Lighthouse Financial
Florida
$219K – – –
PWM
4002
PMG Wealth Management
Illinois
$219K – – –
MPAM
4003
Murphy Pohlad Asset Management
Minnesota
$219K -$5.88K -10 -2%
SC
4004
Sykon Capital
New York
$219K +$9.4K +16 +4%
TJHA
4005
Thomas J. Herzfeld Advisors
Florida
$218K – – –
DB
4006
Dravo Bay
Delaware
$218K -$754K -1,283 -77%
KV
4007
Kickstand Ventures
New York
$218K – – –
NRWA
4008
North Ridge Wealth Advisors
Oregon
$218K +$146K +248 +176%
SIM
4009
Synergy Investment Management
Florida
$217K +$14.7K +25 +7%
KI
4010
Kapitalo Investimentos
Brazil
$216K +$227K +386 New
CLOS
4011
Compagnie Lombard Odier SCmA
Switzerland
$215K -$72.9K -124 -24%
RCM
4012
RMR Capital Management
California
$215K -$12.9K -22 -5%
CM
4013
Columbus Macro
Pennsylvania
$215K -$323K -550 -59%
EAM
4014
Everstar Asset Management
North Carolina
$214K -$233K -397 -51%
CWM
4015
CarsonAllaria Wealth Management
Illinois
$212K +$588 +1 +0.3%
CI
4016
CPR Investments
Michigan
$209K -$165K -280 -43%
BHWM
4017
Bay Harbor Wealth Management
Maryland
$209K -$34.1K -58 -13%
PS
4018
Portfolio Strategies
New York
$208K +$219K +373 New
AA
4019
Alpha Advisors
Virginia
$208K – – –
CNBT
4020
Cornerstone National Bank & Trust
Illinois
$208K – – –
BIMC
4021
Benson Investment Management Company
Virginia
$208K – – –
B
4022
Bellecapital
Switzerland
$208K -$29.4K -50 -12%
ARG
4023
Advisory Resource Group
Oklahoma
$206K +$1.76K +3 +0.8%
BWM
4024
Biltmore Wealth Management
Arizona
$206K +$216K +368 New
KSWWM
4025
Keyes Stange & Wooten Wealth Management
Florida
$205K -$119K -203 -36%
159 160
161
162 163