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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWC
1201
Strategic Family Wealth Counselors
New Jersey
$5.16M +$994K +2,254 +23%
KFS
1202
Kaizen Financial Strategies
California
$5.15M +$5.29M +11,999 New
GSIS
1203
Global Strategic Investment Solutions
Arizona
$5.15M -$109K -248 -2%
NL
1204
NVWM LLC
Pennsylvania
$5.14M +$524K +1,188 +11%
LNB
1205
Ledyard National Bank
$5.14M -$498K -1,129 -9%
PB
1206
Pinnacle Bancorp
Nebraska
$5.13M -$197K -446 -4%
TK
1207
TIAA Kaspick
Massachusetts
$5.12M -$15K -34 -0.3%
MC
1208
Moors & Cabot
Massachusetts
$5.11M -$224K -507 -4%
BCM
1209
BTC Capital Management
Iowa
$5.09M -$663K -1,504 -11%
IFWM
1210
Institute for Wealth Management
Colorado
$5.08M -$1.33M -3,026 -20%
TWM
1211
Triton Wealth Management
Arizona
$5.07M -$26.9K -61 -0.5%
AF
1212
Aldebaran Financial
$5.06M +$29.1K +66 +0.6%
WA
1213
Wealthstar Advisors
Texas
$5.06M +$4.53M +10,277 +668%
CSS
1214
Cubist Systematic Strategies
Connecticut
$5.05M -$19.8M -44,814 -79%
RCM
1215
RNC Capital Management
California
$5.05M -$22.1K -50 -0.4%
GC
1216
Gratus Capital
Georgia
$5.04M +$3.53K +8 +0.1%
WA
1217
Waddell & Associates
Tennessee
$5.04M +$3.09K +7 +0.1%
SPP
1218
Single Point Partners
Massachusetts
$5.04M +$217K +493 +4%
MWM
1219
Merriman Wealth Management
Washington
$5.03M -$982K -2,227 -16%
TFS
1220
Thoroughbred Financial Services
Tennessee
$5.01M -$278K -631 -5%
AWA
1221
Arkadios Wealth Advisors
Georgia
$5.01M -$705K -1,599 -12%
ZF
1222
Zhang Financial
Michigan
$5M -$31.8K -72 -0.6%
SAM
1223
S.A. Mason
Michigan
$4.98M -$6.18K -14 -0.1%
VHAM
1224
Van Hulzen Asset Management
California
$4.98M -$110K -249 -2%
GLLW
1225
Graves Light Lenhart Wealth
Virginia
$4.97M – – –
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