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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BEI
551
Benjamin Edwards Inc
Missouri
$43.6M +$670K +986 +1%
SFG
552
Socha Financial Group
New York
$43.6M +$1.68M +2,464 +4%
VCM
553
Verger Capital Management
North Carolina
$43.5M -$81.6K -120 -0.2%
CAI
554
Capital Advisors Inc
Oklahoma
$43.4M -$17.6M -25,959 -28%
IC
555
Inscription Capital
Texas
$43.3M -$778K -1,145 -2%
MWM
556
Modern Wealth Management
Kansas
$43.1M -$15.2M -22,327 -25%
LFS
557
Lutz Financial Services
Nebraska
$43.1M -$455K -669 -1%
APW
558
Atlantic Private Wealth
North Carolina
$43M -$1.17M -1,721 -3%
WGS
559
Washington Growth Strategies
District of Columbia
$42.8M -$1.46M -2,150 -3%
LSA
560
L & S Advisors
California
$42.7M +$25.5M +37,471 +133%
TCM
561
Thoma Capital Management
Maryland
$42.6M +$356K +523 +0.8%
BB
562
Berkshire Bank
Massachusetts
$42.5M -$2.49M -3,665 -5%
GC
563
Guidance Capital
Kentucky
$42.2M -$2.98M -4,379 -7%
PCP
564
Proficio Capital Partners
Massachusetts
$42.2M -$1.01M -1,479 -2%
ATPW
565
Ashton Thomas Private Wealth
Arizona
$42.2M +$12.4M +18,210 +30%
NSIM
566
North Star Investment Management
Illinois
$42.1M +$14.3K +21 +0%
FNT
567
First Nebraska Trust
Nebraska
$41.6M +$173K +254 +0.4%
EF
568
Empowered Funds
Pennsylvania
$41.6M +$11.2M +16,488 +35%
CNC
569
Canandaigua National Corp
New York
$41.5M +$43.4M +63,806 New
WH
570
Wallace Hart
Kentucky
$41.4M -$4.04M -5,948 -9%
CAG
571
Curtis Advisory Group
California
$41.3M – – –
CIS
572
Connors Investor Services
Pennsylvania
$41.1M -$3.4M -4,998 -7%
WCAMG
573
Woodard & Company Asset Management Group
North Carolina
$40.9M -$927K -1,363 -2%
WCM
574
Washburn Capital Management
Florida
$40.9M -$119K -175 -0.3%
SA
575
SJBenen ADVISORY
North Carolina
$40.7M -$20.4M -29,957 -32%
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