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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
4026
Compass Advisory Group
New York
$204K – – –
SI
4027
Severin Investments
Missouri
$204K -$223K -379 -51%
CFG
4028
CMC Financial Group
Georgia
$204K -$20K -34 -9%
FC
4029
Fusion Capital
South Carolina
$203K +$2.35K +4 +1%
IAG
4030
Innovative Advisory Group
Massachusetts
$203K -$23.5K -40 -10%
UCI
4031
Uncommon Cents Investing
Wisconsin
$202K – – –
JWM
4032
JP Wealth Management
South Carolina
$202K – – –
RPSA
4033
Richard P. Slaughter Associates
Texas
$202K -$68.2K -116 -24%
CNBOF
4034
City National Bank of Florida
Florida
$201K -$715K -1,217 -77%
EMB
4035
Elefante Mark B
$201K -$88.2K -150 -29%
LEFP
4036
Leading Edge Financial Planning
Tennessee
$200K – – –
FCG
4037
Financial Connections Group
California
$199K – – –
PWMG
4038
Private Wealth Management Group
New Jersey
$199K – – –
CWM
4039
Consultiva Wealth Management
Puerto Rico
$199K +$123K +210 +145%
GG
4040
Gleason Group
Kentucky
$197K +$588 +1 +0.3%
SO
4041
STRS Ohio
Ohio
$196K -$5.88K -10 -3%
KFP
4042
Keener Financial Planning
Texas
$190K – – –
WF
4043
Wayfinding Financial
Washington
$190K +$200K +341 New
PP
4044
PFS Partners
New Jersey
$185K – – –
PWA
4045
Principia Wealth Advisory
Texas
$185K +$2.35K +4 +1%
AWM
4046
Accredited Wealth Management
Kentucky
$183K – – –
KHC
4047
Koesten Hirschmann & Crabtree
Kansas
$181K – – –
TIAAOA
4048
Teachers Insurance & Annuity Association of America
New York
$180K -$98.7K -168 -34%
FFL
4049
Financial Freedom LLC
Ohio
$173K +$7.05K +12 +4%
CCC
4050
Chelsea Counsel Company
California
$171K -$2.94K -5 -2%
160 161
162
163 164