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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
4026
Cascade Investment Advisors
Oregon
$424K -$16.9K -25 -4%
GCA
4027
Gallagher Capital Advisors
Texas
$424K +$2.7K +4 +0.6%
HCM
4028
Harvey Capital Management
Florida
$423K +$419K +620 New
ICMM
4029
Integrated Capital Management (Michigan)
Michigan
$423K -$131K -194 -24%
DCM
4030
Dudley Capital Management
Virginia
$421K +$14.9K +22 +4%
SF
4031
Strategent Financial
Virginia
$421K – – –
TW
4032
Trajan Wealth
Arizona
$420K +$59.5K +88 +17%
RAM
4033
Redmond Asset Management
Virginia
$419K -$9.46K -14 -2%
NPF
4034
Norris Perne & French
Michigan
$418K – – –
CA
4035
Crane Advisory
California
$417K – – –
SFP
4036
Strategic Financial Partners
Oregon
$417K – – –
DWM
4037
DeLarme Wealth Management
California
$415K +$412K +609 New
TNB
4038
Thomasville National Bank
Georgia
$415K +$134K +198 +48%
RLWM
4039
RF&L Wealth Management
Massachusetts
$414K -$101K -150 -20%
SCA
4040
St. Clair Advisors
Ohio
$414K +$410K +607 New
SMH
4041
Sanders Morris Harris
Texas
$413K -$26.2M -38,806 -98%
MWP
4042
Meridian Wealth Partners
Pennsylvania
$413K – – –
WA
4043
WPG Advisers
Maryland
$412K +$1.35K +2 +0.3%
HOWA
4044
Heritage Oak Wealth Advisors
Florida
$412K +$407K +602 New
DWM
4045
Daner Wealth Management
Georgia
$411K -$5.41K -8 -1%
GCA
4046
Greenwood Capital Associates
South Carolina
$411K +$90.6K +134 +29%
RI
4047
Rinkey Investments
California
$410K – – –
AWMNH
4048
Arcadia Wealth Management (New Hampshire)
New Hampshire
$409K -$14.9K -22 -4%
TFP
4049
Tilia Fiduciary Partners
North Carolina
$408K -$2.03K -3 -0.5%
WLPWM
4050
Walled Lake Planning & Wealth Management
Illinois
$407K +$18.9K +28 +5%
160 161
162
163 164