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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
1101
Nations Financial Group
Iowa
$12.1M -$102K -195 -0.9%
MFA
1102
Mayflower Financial Advisors
Massachusetts
$12.1M -$28.3K -54 -0.2%
OIS
1103
Okabena Investment Services
Minnesota
$12.1M – – –
LFAS
1104
Level Four Advisory Services
Texas
$12.1M -$2M -3,816 -15%
LSPW
1105
Lake Street Private Wealth
Illinois
$12.1M +$434K +830 +4%
RVPG
1106
Relative Value Partners Group
$12.1M +$2.22M +4,236 +24%
SGCA
1107
Steel Grove Capital Advisors
Tennessee
$12M +$10.2M +19,540 +763%
FA
1108
Forefront Analytics
Pennsylvania
$11.9M +$36.6K +70 +0.3%
GLA
1109
Good Life Advisors
Pennsylvania
$11.9M +$942K +1,799 +9%
NB
1110
Nicolet Bankshares
Wisconsin
$11.9M -$336K -642 -3%
BWP
1111
Balboa Wealth Partners
Arizona
$11.9M -$566K -1,082 -5%
RL
1112
Retireful LLC
Michigan
$11.8M -$14.9M -28,479 -57%
JSSH
1113
J. Safra Sarasin Holding
$11.8M +$11.4M +21,733 New
SWA
1114
Sax Wealth Advisors
New Jersey
$11.8M +$535K +1,022 +5%
ACA
1115
Ascension Capital Advisors
Texas
$11.8M -$11M -21,025 -49%
SCM
1116
Stordahl Capital Management
Colorado
$11.8M -$1.01M -1,938 -8%
EFA
1117
Edge Financial Advisors
Illinois
$11.8M -$2.31M -4,407 -17%
BAM
1118
BOS Asset Management
Illinois
$11.7M +$1.06M +2,030 +10%
GWANC
1119
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.6M -$609K -1,163 -5%
MLL
1120
Moody Lynn & Lieberson
Massachusetts
$11.6M -$51.8K -99 -0.5%
MFG
1121
Magnus Financial Group
New York
$11.6M +$1.91M +3,645 +21%
IB
1122
Intrust Bank
Kansas
$11.6M -$28.3K -54 -0.3%
LWM
1123
Lyell Wealth Management
California
$11.5M +$2.5M +4,769 +29%
CFM
1124
Comprehensive Financial Management
California
$11.5M – – –
LBC
1125
Lowe Brockenbrough & Co
Virginia
$11.5M +$5.23K +10 +0%
43 44
45
46 47