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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMT
1301
Legacy Wealth Management (Tennessee)
Tennessee
$2.25M – – –
SA
1302
Strategic Advisors
New York
$2.25M +$1.71M +5,592 +213%
PI
1303
PFS Investments
Georgia
$2.25M +$71.7K +235 +3%
BAM
1304
Bruderman Asset Management
New York
$2.24M -$1.88M -6,157 -40%
AIA
1305
Alera Investment Advisors
Illinois
$2.24M – – –
PFA
1306
Pinnacle Family Advisors
Missouri
$2.24M +$2.65M +8,694 New
PTB
1307
Pioneer Trust Bank
Oregon
$2.23M +$34.8K +114 +1%
WMG
1308
WESCAP Management Group
California
$2.2M +$2.61M +8,541 New
MWM
1309
Marietta Wealth Management
Georgia
$2.2M +$6.41K +21 +0.2%
UIA
1310
UBP Investment Advisors
Switzerland
$2.19M +$218K +715 +9%
MIAS
1311
Mason Investment Advisory Services
Virginia
$2.19M +$76.3K +250 +3%
UBV
1312
United Bank (Virginia)
Virginia
$2.19M -$40.3K -132 -2%
FLI
1313
Family Legacy Inc
South Carolina
$2.19M +$305 +1 +0%
MC
1314
Middleton & Co
Massachusetts
$2.18M – – –
CFS
1315
CRA Financial Services
New Jersey
$2.18M -$553K -1,814 -18%
JWBC
1316
John W. Brooker & Co
California
$2.18M +$20.7K +68 +0.8%
OLA
1317
Oliver Luxxe Assets
New Jersey
$2.17M +$233K +765 +11%
SFG
1318
Summit Financial Group
West Virginia
$2.16M +$76.3K +250 +3%
FWCM
1319
Ferguson Wellman Capital Management
Oregon
$2.15M -$306K -1,004 -11%
RWM
1320
Raffa Wealth Management
District of Columbia
$2.14M +$75K +246 +3%
CCG
1321
Chatham Capital Group
Georgia
$2.14M +$755K +2,476 +42%
MMHP
1322
Murphy Middleton Hinkle & Parker
Georgia
$2.14M +$10.7K +35 +0.4%
HCMT
1323
Highland Capital Management (Tennessee)
Tennessee
$2.14M +$13.4K +44 +0.5%
PPSG
1324
Princeton Portfolio Strategies Group
New Jersey
$2.14M -$791K -2,594 -24%
MIC
1325
Meridian Investment Counsel
California
$2.14M +$96.1K +315 +4%
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