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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1026
Pettinga Financial Advisors
Indiana
$19M +$493K +730 +3%
KFS
1027
Kaizen Financial Strategies
California
$18.9M +$105K +156 +0.6%
TFP
1028
Traction Financial Partners
Wyoming
$18.8M +$1.11M +1,635 +6%
SB
1029
Strategic Blueprint
Georgia
$18.7M -$1.8M -2,656 -9%
VWS
1030
Virtus Wealth Solutions
New Jersey
$18.6M +$15M +22,252 +448%
BCM
1031
Basso Capital Management
Connecticut
$18.5M +$26.4K +39 +0.1%
KCM
1032
Kennicott Capital Management
California
$18.5M +$575K +851 +3%
EWA
1033
EverSource Wealth Advisors
Alabama
$18.5M +$4.47M +6,611 +32%
CFP
1034
Catalyst Financial Partners
Massachusetts
$18.5M +$71K +105 +0.4%
MPI
1035
Mairs & Power Inc
Minnesota
$18.4M +$41.2K +61 +0.2%
FCMC
1036
Founders Capital Management (Connecticut)
Connecticut
$18.4M +$132K +196 +0.7%
BAM
1037
BOS Asset Management
Illinois
$18.4M +$247K +366 +1%
PL
1038
Polianta Ltd
Jersey
$18.4M +$18.2M +27,000 New
TYCC
1039
Texas Yale Capital Corp
Florida
$18.4M +$96.7K +143 +0.5%
RIM
1040
Rockbridge Investment Management
New York
$18.4M -$99.4K -147 -0.5%
OL
1041
Optas LLC
Texas
$18.3M – – –
WA
1042
Wealth Architects
California
$18.3M -$241K -356 -1%
HCM
1043
Howland Capital Management
Massachusetts
$18.3M -$17.2M -25,517 -49%
PA
1044
PFG Advisors
Arizona
$18.3M -$6.54M -9,675 -27%
PFM
1045
Patton Fund Management
Texas
$18.2M -$264K -390 -1%
KAS
1046
Kemnay Advisory Services
New York
$18.2M +$18M +26,698 New
AC
1047
AlphaCore Capital
California
$18.2M +$1.64M +2,428 +10%
GTWM
1048
Global Trust Wealth Management
Florida
$18.2M +$18M +26,628 New
AWM
1049
Arista Wealth Management
Nevada
$18.1M -$155K -229 -0.9%
AP
1050
Advisors Preferred
Maryland
$18.1M +$17.4M +25,779 +3,966%
40 41
42
43 44