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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WPP
1451
Whalerock Point Partners
Rhode Island
$1.21M +$14.4K +50 +1%
SMG
1452
Smart Money Group
Texas
$1.2M +$5.18K +18 +0.4%
GAG
1453
GM Advisory Group
New York
$1.2M -$25.3K -88 -2%
AMIM
1454
Aull & Monroe Investment Management
Alabama
$1.2M – – –
BFO
1455
Biltmore Family Office
North Carolina
$1.2M -$28.8K -100 -2%
ACS
1456
Archford Capital Strategies
Illinois
$1.19M -$596K -2,069 -34%
OIM
1457
Orca Investment Management
Oregon
$1.19M -$11.8K -41 -1%
CT
1458
Coastline Trust
Rhode Island
$1.18M – – –
IP
1459
Intellectus Partners
California
$1.18M +$53.3K +185 +5%
LFS
1460
Legacy Financial Strategies
Kansas
$1.18M -$200K -693 -15%
AWM
1461
Apollon Wealth Management
South Carolina
$1.18M -$209K -727 -15%
SWM
1462
SVA Wealth Management
Wisconsin
$1.18M +$104K +361 +10%
RIG
1463
Renaissance Investment Group
Massachusetts
$1.18M +$20.2K +70 +2%
SSWM
1464
Sheets Smith Wealth Management
North Carolina
$1.18M +$100K +349 +10%
NNP
1465
Nachman Norwood & Parrott
South Carolina
$1.17M -$109K -378 -9%
WI
1466
Wedgewood Investors
Pennsylvania
$1.17M +$289K +1,002 +33%
BWCS
1467
Beirne Wealth Consulting Services
Connecticut
$1.17M – – –
TFA
1468
Toth Financial Advisory
Virginia
$1.17M +$89.3K +310 +8%
SXL
1469
Summit X LLC
Missouri
$1.17M +$4.61K +16 +0.4%
MF
1470
Manchester Financial
California
$1.16M +$41.8K +145 +4%
OCM
1471
One Capital Management
California
$1.16M – – –
C
1472
Clearshares
New York
$1.16M – – –
GAM
1473
Gemmer Asset Management
California
$1.15M +$40.6K +141 +4%
HA
1474
Halsey Associates
Connecticut
$1.15M -$237K -822 -17%
FPCG
1475
Fort Pitt Capital Group
Pennsylvania
$1.15M – – –
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