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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MMHP
4026
Murphy Middleton Hinkle & Parker
Georgia
$429K -$5.04M -7,455 -79%
SEP
4027
Southland Equity Partners
Missouri
$427K +$25.7K +38 +6%
MWM
4028
Mindset Wealth Management
Indiana
$427K +$367K +543 +96%
PWM
4029
Partners Wealth Management
California
$426K -$8.11K -12 -2%
IFA
4030
Interactive Financial Advisors
Illinois
$426K -$42.6K -63 -9%
RF
4031
Robinswood Financial
Washington
$426K +$1.35K +2 +0.3%
SIM
4032
Synergy Investment Management
Florida
$425K +$8.79K +13 +2%
CIA
4033
Cascade Investment Advisors
Oregon
$424K -$16.9K -25 -4%
GCA
4034
Gallagher Capital Advisors
Texas
$424K +$2.7K +4 +0.6%
HCM
4035
Harvey Capital Management
Florida
$423K +$419K +620 New
ICMM
4036
Integrated Capital Management (Michigan)
Michigan
$423K -$131K -194 -24%
DCM
4037
Dudley Capital Management
Virginia
$421K +$14.9K +22 +4%
SF
4038
Strategent Financial
Virginia
$421K – – –
TW
4039
Trajan Wealth
Arizona
$420K +$59.5K +88 +17%
RAM
4040
Redmond Asset Management
Virginia
$419K -$9.46K -14 -2%
NPF
4041
Norris Perne & French
Michigan
$418K – – –
CA
4042
Crane Advisory
California
$417K – – –
SFP
4043
Strategic Financial Partners
Oregon
$417K – – –
DWM
4044
DeLarme Wealth Management
California
$415K +$412K +609 New
TNB
4045
Thomasville National Bank
Georgia
$415K +$134K +198 +48%
RLWM
4046
RF&L Wealth Management
Massachusetts
$414K -$101K -150 -20%
SCA
4047
St. Clair Advisors
Ohio
$414K +$410K +607 New
SMH
4048
Sanders Morris Harris
Texas
$413K -$26.2M -38,806 -98%
MWP
4049
Meridian Wealth Partners
Pennsylvania
$413K – – –
WA
4050
WPG Advisers
Maryland
$412K +$1.35K +2 +0.3%
160 161
162
163 164