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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1026
Kaizen Financial Strategies
California
$18.9M +$105K +156 +0.6%
TFP
1027
Traction Financial Partners
Wyoming
$18.8M +$1.11M +1,635 +6%
SB
1028
Strategic Blueprint
Georgia
$18.7M -$1.8M -2,656 -9%
VWS
1029
Virtus Wealth Solutions
New Jersey
$18.6M +$15M +22,252 +448%
BCM
1030
Basso Capital Management
Connecticut
$18.5M +$26.4K +39 +0.1%
KCM
1031
Kennicott Capital Management
California
$18.5M +$575K +851 +3%
EWA
1032
EverSource Wealth Advisors
Alabama
$18.5M +$4.47M +6,611 +32%
CFP
1033
Catalyst Financial Partners
Massachusetts
$18.5M +$71K +105 +0.4%
MPI
1034
Mairs & Power Inc
Minnesota
$18.4M +$41.2K +61 +0.2%
FCMC
1035
Founders Capital Management (Connecticut)
Connecticut
$18.4M +$132K +196 +0.7%
BAM
1036
BOS Asset Management
Illinois
$18.4M +$247K +366 +1%
PL
1037
Polianta Ltd
Jersey
$18.4M +$18.2M +27,000 New
TYCC
1038
Texas Yale Capital Corp
Florida
$18.4M +$96.7K +143 +0.5%
RIM
1039
Rockbridge Investment Management
New York
$18.4M -$99.4K -147 -0.5%
OL
1040
Optas LLC
Texas
$18.3M – – –
WA
1041
Wealth Architects
California
$18.3M -$241K -356 -1%
HCM
1042
Howland Capital Management
Massachusetts
$18.3M -$17.2M -25,517 -49%
PA
1043
PFG Advisors
Arizona
$18.3M -$6.54M -9,675 -27%
PFM
1044
Patton Fund Management
Texas
$18.2M -$264K -390 -1%
KAS
1045
Kemnay Advisory Services
New York
$18.2M +$18M +26,698 New
AC
1046
AlphaCore Capital
California
$18.2M +$1.64M +2,428 +10%
GTWM
1047
Global Trust Wealth Management
Florida
$18.2M +$18M +26,628 New
AWM
1048
Arista Wealth Management
Nevada
$18.1M -$155K -229 -0.9%
AP
1049
Advisors Preferred
Maryland
$18.1M +$17.4M +25,779 +3,966%
HFF
1050
Halter Ferguson Financial
Indiana
$18M +$625K +925 +4%
40 41
42
43 44