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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
1376
Retirement Group
California
$4.67M +$1.35M +3,034 +42%
APW
1377
Aurora Private Wealth
New Jersey
$4.63M -$323K -725 -7%
FCCM
1378
First City Capital Management
Georgia
$4.63M +$259K +581 +6%
LWMT
1379
Legacy Wealth Management (Tennessee)
Tennessee
$4.62M -$87.3K -196 -2%
LC
1380
LCNB Corp
Ohio
$4.62M +$50.3K +113 +1%
MBFW
1381
Morton Brown Family Wealth
Pennsylvania
$4.61M +$467K +1,050 +11%
IWP
1382
Innova Wealth Partners
Pennsylvania
$4.6M -$1.99M -4,476 -31%
TSS
1383
Two Sigma Securities
New York
$4.59M +$3.13M +7,021 +223%
WDG
1384
Wealth Dimensions Group
Ohio
$4.59M -$123K -276 -3%
RWA
1385
Ropes Wealth Advisors
Massachusetts
$4.58M -$73.5K -165 -2%
FWCM
1386
Ferguson Wellman Capital Management
Oregon
$4.58M +$1.35M +3,035 +43%
FFG
1387
Ford Financial Group
California
$4.57M -$2.87M -6,454 -39%
PGWM
1388
Pitti Group Wealth Management
New York
$4.57M -$20.9K -47 -0.5%
WA1
1389
Wimmer Associates 1
California
$4.56M +$7.12K +16 +0.2%
WC
1390
Westwind Capital
New Mexico
$4.56M -$152K -341 -3%
EIP
1391
Easterly Investment Partners
Massachusetts
$4.56M +$4.49M +10,087 New
P
1392
Pitcairn
Pennsylvania
$4.55M – – –
CRWM
1393
Castle Rock Wealth Management
California
$4.53M +$719K +1,616 +19%
HSA
1394
HBK Sorce Advisory
Pennsylvania
$4.51M +$283K +636 +7%
KA
1395
Kearns & Associates
California
$4.51M – – –
NF
1396
Nikulski Financial
Iowa
$4.51M -$102K -229 -2%
IC
1397
Iconiq Capital
California
$4.49M +$16K +36 +0.4%
AGP
1398
Autumn Glory Partners
Texas
$4.49M -$1.03M -2,312 -19%
TFS
1399
Thoroughbred Financial Services
Tennessee
$4.47M -$867K -1,948 -16%
JWBC
1400
J.W. Burns & Co
New York
$4.47M -$106K -239 -2%
54 55
56
57 58