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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
1326
Portfolio Strategies
New York
$1.04M -$15.7K -58 -1%
AWA
1327
Acorn Wealth Advisors
Michigan
$1.04M +$2.43K +9 +0.2%
DK
1328
Darrell & King
Virginia
$1.04M -$83.7K -310 -7%
WAM
1329
Weatherly Asset Management
California
$1.03M +$29.4K +109 +3%
EWM
1330
Elite Wealth Management
Washington
$1.03M -$730K -2,704 -42%
FAT
1331
First American Trust
California
$1.02M -$417K -1,543 -29%
SWP
1332
Strategic Wealth Partners
Ohio
$1.02M -$1.95M -7,207 -66%
IWC
1333
Integrated Wealth Concepts
Massachusetts
$1.02M -$1.56M -5,767 -61%
LA
1334
LVW Advisors
New York
$1.02M -$13.2K -49 -1%
CRWM
1335
Castle Rock Wealth Management
California
$1.01M -$54.3K -201 -5%
CGL
1336
Clarius Group LLC
Washington
$1.01M -$9.72K -36 -1%
OWP
1337
Obermeyer Wealth Partners
Colorado
$1.01M -$116K -428 -10%
CAMG
1338
CWA Asset Management Group
Florida
$1.01M -$122K -452 -11%
RC
1339
Randolph Company
Ohio
$999K – – –
VCM
1340
Virtue Capital Management
Tennessee
$999K +$464K +1,717 +87%
BFPW
1341
BOK Financial Private Wealth
Colorado
$997K -$55.4K -205 -5%
PI
1342
Parkside Investments
Illinois
$994K +$93.2K +345 +11%
PWAG
1343
Polaris Wealth Advisory Group
California
$990K -$363K -1,346 -26%
GBT
1344
Grove Bank & Trust
Florida
$989K +$26.5K +98 +3%
SFPM
1345
Sensible Financial Planning & Management
Massachusetts
$986K – – –
BCA
1346
Bay Colony Advisors
Massachusetts
$986K +$982K +3,635 New
GP
1347
Geneva Partners
Wisconsin
$983K – – –
DWM
1348
Darwin Wealth Management
Florida
$982K -$1.9M -7,036 -66%
DSN
1349
D. Scott Neal
Kentucky
$979K -$8.64M -31,997 -90%
AT
1350
Arden Trust
Delaware
$973K -$623K -2,308 -39%
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