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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1376
BTR Capital Management
California
$1.91M -$831K -2,725 -27%
WP
1377
WealthSource Partners
California
$1.9M +$1.02M +3,337 +83%
PWP
1378
Private Wealth Partners
California
$1.9M +$275K +900 +14%
SWM
1379
SVA Wealth Management
Wisconsin
$1.9M -$19.8K -65 -0.9%
PWSG
1380
Pacific Wealth Strategies Group
California
$1.9M -$136K -447 -6%
RMAM
1381
Raab & Moskowitz Asset Management
New Jersey
$1.89M -$274K -897 -11%
FCMT
1382
Founders Capital Management (Texas)
Texas
$1.89M +$2.1M +6,875 +1,478%
FA
1383
Fagan Associates
New York
$1.89M -$6.1K -20 -0.3%
JSC
1384
Jackson Square Capital
California
$1.88M -$29.3K -96 -1%
BT
1385
Brandywine Trust
Delaware
$1.88M +$94.3K +309 +4%
TPA
1386
Trivium Point Advisory
Connecticut
$1.88M +$179K +586 +9%
VDI
1387
Vaughan David Investments
Illinois
$1.88M +$48.8K +160 +2%
EVM
1388
Evelyn V. Moreno
$1.87M – – –
SWAG
1389
Spectrum Wealth Advisory Group
California
$1.87M +$943K +3,090 +74%
NAS
1390
Nicolet Advisory Services
Wisconsin
$1.87M +$1.67M +5,460 +306%
LWCFA
1391
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.87M -$419K -1,375 -16%
NG
1392
NWK Group
California
$1.87M +$156K +513 +8%
FAN
1393
Financial Advisors Network
California
$1.86M -$777K -2,548 -26%
IFG
1394
Investors Financial Group
Minnesota
$1.86M -$123K -404 -5%
EI
1395
Ellevest Inc
New York
$1.86M -$41.2K -135 -2%
TC
1396
Tatro Capital
Kentucky
$1.86M +$2.2M +7,210 New
FWP
1397
FAS Wealth Partners
Kansas
$1.86M +$1.46M +4,790 +198%
BRM
1398
Boston Research & Management
Massachusetts
$1.84M – – –
BFC
1399
Bedel Financial Consulting
Indiana
$1.84M – – –
DI
1400
DFPG Investments
Utah
$1.83M -$181K -594 -8%
54 55
56
57 58