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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SGWM
4001
Sterling Group Wealth Management
California
$247K – – –
KFP
4002
Keener Financial Planning
Texas
$245K +$32.6K +57 +17%
B
4003
Bellecapital
Switzerland
$245K +$14.3K +25 +7%
HI
4004
Hendershot Investments
Virginia
$244K -$28.6K -50 -11%
CNBOF
4005
City National Bank of Florida
Florida
$244K +$20K +35 +10%
ACM
4006
Andina Capital Management
Utah
$244K +$226K +395 New
DIP
4007
Davis Investment Partners
North Carolina
$243K +$225K +394 New
RK
4008
Rather & Kittrell
Tennessee
$243K – – –
APW
4009
Axim Planning & Wealth
Ohio
$243K +$225K +393 New
LF
4010
Lighthouse Financial
Florida
$242K – – –
MPAM
4011
Murphy Pohlad Asset Management
Minnesota
$242K – – –
SC
4012
Sykon Capital
New York
$242K – – –
TJHA
4013
Thomas J. Herzfeld Advisors
Florida
$241K – – –
PPH
4014
Pure Portfolios Holdings
Oregon
$241K -$68K -119 -23%
DB
4015
Dravo Bay
Delaware
$240K – – –
PS
4016
Portfolio Strategies
New York
$240K +$8.57K +15 +4%
DIA
4017
Davidson Investment Advisors
Montana
$240K -$26.3K -46 -11%
SWM
4018
Salvus Wealth Management
New Jersey
$239K +$222K +388 New
CM
4019
Columbus Macro
Pennsylvania
$237K – – –
CFGW
4020
Chancellor Financial Group WB
Pennsylvania
$237K -$10.9K -19 -5%
GC
4021
GFG Capital
Florida
$235K -$4.88M -8,534 -96%
CWA
4022
Clearview Wealth Advisors
Oregon
$235K +$218K +381 New
RA
4023
RiverTree Advisors
Florida
$235K -$357K -625 -62%
TSS
4024
Thomas Story & Son
Indiana
$232K -$14.3K -25 -6%
HFO
4025
Heritage Family Offices
Arizona
$231K – – –
159 160
161
162 163