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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1426
Callan Capital
California
$3M -$144K -346 -5%
GB
1427
Gunma Bank
Japan
$3M +$2.92M +7,000 New
MWM
1428
Madison Wealth Management
Ohio
$2.99M – – –
COCM
1429
Charter Oak Capital Management
New Hampshire
$2.99M -$40.5K -97 -1%
TCB
1430
Texas Capital Bancshares
Texas
$2.99M – – –
PWSG
1431
Pacific Wealth Strategies Group
California
$2.98M -$205K -492 -7%
CAM
1432
Cubic Asset Management
Massachusetts
$2.97M – – –
IP
1433
Interval Partners
New York
$2.97M +$2.89M +6,933 New
APG
1434
Abacus Planning Group
South Carolina
$2.96M -$124K -298 -4%
SCM
1435
Sterneck Capital Management
Missouri
$2.96M -$98.5K -236 -3%
DI
1436
Disciplined Investments
Oklahoma
$2.96M +$551K +1,319 +24%
BGDI
1437
BW Gestao de Investimentos
Brazil
$2.95M +$2.9M +6,957 New
MC
1438
Middleton & Co
Massachusetts
$2.94M -$185K -443 -6%
CHC
1439
City Holding Co
West Virginia
$2.94M -$198K -475 -6%
EP
1440
EPIQ Partners
Minnesota
$2.93M – – –
AWM
1441
Avior Wealth Management
Nebraska
$2.92M +$803K +1,923 +39%
AAS
1442
Annex Advisory Services
Wisconsin
$2.92M +$367K +880 +15%
CPFP
1443
Clear Perspectives Financial Planning
Ohio
$2.91M -$146K -350 -5%
SWMP
1444
Signature Wealth Management Partners
New Jersey
$2.91M -$83.5K -200 -3%
AFAS
1445
Acorn Financial Advisory Services
Virginia
$2.91M +$438K +1,049 +18%
AP
1446
Agilis Partners
Massachusetts
$2.89M – – –
WW
1447
Waterfront Wealth
Kansas
$2.89M +$136K +326 +5%
NCM
1448
Noesis Capital Mangement
Florida
$2.89M +$300K +718 +12%
LIM
1449
Loudon Investment Management
New Hampshire
$2.89M -$29.2K -70 -1%
SCP
1450
Silverleafe Capital Partners
Tennessee
$2.88M -$38.4K -92 -1%
56 57
58
59 60