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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
OAG
4051
Oakmont Advisory Group
New Mexico
$427K – – –
CA
4052
CWC Advisors
Oregon
$426K +$8.7K +12 +2%
DI
4053
Diligent Investors
California
$426K +$15.9K +22 +4%
IWP
4054
IAG Wealth Partners
Wisconsin
$425K +$11.6K +16 +3%
PI
4055
Pachira Investments
California
$425K +$43.5K +60 +12%
KAM
4056
Knightsbridge Asset Management
California
$425K -$76.9K -106 -16%
BIMC
4057
Benson Investment Management Company
Virginia
$425K – – –
WMS
4058
Wealth Management Strategies
Pennsylvania
$425K +$1.45K +2 +0.4%
SBF
4059
Sara-Bay Financial
Florida
$425K -$21K -29 -5%
BKA
4060
Brick & Kyle Associates
Pennsylvania
$425K – – –
RLWM
4061
RF&L Wealth Management
Massachusetts
$423K -$29K -40 -7%
DF
4062
Downshift Financial
Colorado
$422K – – –
PWM
4063
Platt Wealth Management
California
$422K +$39.9K +55 +11%
AWA
4064
Aquire Wealth Advisors
Utah
$421K +$5.08K +7 +1%
GPWA
4065
Gaddis Premier Wealth Advisors
Oklahoma
$420K +$73.2K +101 +22%
DSAM
4066
Dock Street Asset Management
Florida
$420K -$190K -262 -32%
WFS
4067
Walker Financial Services
Kentucky
$419K -$10.2K -14 -2%
RWM
4068
RBA Wealth Management
California
$419K -$7.25K -10 -2%
OWA
4069
One Wealth Advisors
California
$419K +$115K +158 +39%
RWM
4070
Redstone Wealth Management
Oklahoma
$414K -$32.6K -45 -8%
FMB
4071
Field & Main Bank
Kentucky
$414K -$16.7K -23 -4%
CSIA
4072
Conrad Siegel Investment Advisors
Pennsylvania
$413K +$6.53K +9 +2%
MSF
4073
Mustard Seed Financial
Arkansas
$413K – – –
LA
4074
Lynch & Associates
Indiana
$413K – – –
BOS
4075
Bank of Stockton
California
$412K – – –
161 162
163
164 165