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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1126
WealthPLAN Partners
Nebraska
$2.95M +$935K +3,166 +50%
PAI
1127
Pittenger & Anderson Inc
Nebraska
$2.95M -$31.3K -106 -1%
HCIA
1128
Hochman Cole Investment Advisors
Illinois
$2.94M -$373K -1,263 -11%
PAM
1129
Pegasus Asset Management
New York
$2.92M +$18.6K +63 +0.6%
HIMC
1130
Heritage Investors Management Corp
Maryland
$2.91M +$17.4K +59 +0.6%
DCM
1131
Donaldson Capital Management
Indiana
$2.91M +$2.9M +9,812 New
FAN
1132
Financial Advisors Network
California
$2.91M – – –
RGC
1133
Roberts, Glore & Co
Illinois
$2.91M +$400K +1,355 +16%
AS
1134
Altshuler Shaham
Israel
$2.9M +$1.15M +3,880 +65%
IC
1135
Iconiq Capital
California
$2.9M +$58.2K +197 +2%
CWM
1136
Chesapeake Wealth Management
Virginia
$2.89M +$282K +953 +11%
UWM
1137
USAdvisors Wealth Management
Minnesota
$2.88M +$1.43M +4,843 +99%
RIG
1138
Roosevelt Investment Group
New York
$2.86M -$110K -373 -4%
BIG
1139
Boothe Investment Group
Delaware
$2.86M +$648K +2,193 +29%
PA
1140
Perennial Advisors
New York
$2.85M -$391K -1,324 -12%
PO
1141
Private Ocean
California
$2.85M +$78K +264 +3%
WA
1142
Waverly Advisors
Alabama
$2.83M +$53.5K +181 +2%
QCG
1143
Quadrant Capital Group
Ohio
$2.83M -$4.81M -16,283 -63%
BFM
1144
Boothbay Fund Management
New York
$2.83M -$2.17M -7,342 -44%
KLI
1145
Kelman-Lazarov Inc
Tennessee
$2.83M -$11.2K -38 -0.4%
SCM
1146
Shelton Capital Management
Colorado
$2.82M -$4.75M -16,073 -63%
RA
1147
Rational Advisors
New York
$2.81M +$2.8M +9,488 New
RMC
1148
Resources Management Corp
Connecticut
$2.81M +$2.79M +9,451 New
BPB
1149
Badgley, Phelps & Bell
Washington
$2.79M -$83.3K -282 -3%
RFWA
1150
RPg Family Wealth Advisory
Massachusetts
$2.78M -$2.02M -6,824 -42%
44 45
46
47 48