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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1226
Iams Wealth Management
Nebraska
$12.1M -$158K -233 -1%
SF
1227
Symphony Financial
Texas
$12.1M -$3.33M -4,900 -21%
BIA
1228
Bigelow Investment Advisors
Maine
$12.1M +$321K +472 +3%
MFA
1229
Mayflower Financial Advisors
Massachusetts
$12M -$477K -701 -4%
FMC
1230
First Merchants Corp
Indiana
$12M -$178K -262 -1%
CCC
1231
Compass Capital Corp
Massachusetts
$12M -$698K -1,026 -6%
OPW
1232
Oxler Private Wealth
New York
$12M -$74.8K -110 -0.6%
VIP
1233
Vista Investment Partners
Oklahoma
$12M +$21.8K +32 +0.2%
BWP
1234
Balboa Wealth Partners
Arizona
$12M -$1.55M -2,276 -11%
VA
1235
Vident Advisory
Georgia
$12M -$3.84M -5,653 -23%
MWPCG
1236
Measured Wealth Private Client Group
New Hampshire
$12M -$1.07M -1,581 -8%
TAM
1237
TCP Asset Management
Ohio
$12M +$12.1M +17,762 +2,806%
MG
1238
Mather Group
Illinois
$11.9M +$349K +513 +3%
AO
1239
Advisor OS
Illinois
$11.9M +$2.06M +3,037 +20%
ES
1240
Eagle Strategies
New York
$11.9M -$113K -166 -0.9%
LKWM
1241
Lee-Kelleher Wealth Management
Maryland
$11.9M -$72.1K -106 -0.6%
PWM
1242
Paulson Wealth Management
Illinois
$11.9M -$3.4K -5 -0%
PL
1243
Plancorp LLC
Missouri
$11.8M +$243K +358 +2%
LIA
1244
LSP Investment Advisors
New York
$11.8M – – –
CMTU
1245
Capital Markets Trading (UK)
United Kingdom
$11.8M +$11.4M +16,760 +1,195%
WDG
1246
Wealth Dimensions Group
Ohio
$11.8M -$680 -1 -0%
HVIA
1247
Hudson Valley Investment Advisors
New York
$11.7M -$541K -796 -4%
MFS
1248
Monetta Financial Services
Illinois
$11.7M -$680K -1,000 -5%
SHFP
1249
Second Half Financial Partners
Florida
$11.7M +$196K +288 +2%
VAMG
1250
Voisard Asset Management Group
Michigan
$11.7M -$220K -324 -2%
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