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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
1501
Randolph Company
Ohio
$1.02M – – –
RP
1502
Rice Partnership
Hawaii
$1.01M -$936K -3,447 -49%
AEPG
1503
American Economic Planning Group
New Jersey
$1.01M – – –
TI
1504
Tidal Investments
Wisconsin
$1.01M -$57.6K -212 -6%
WP
1505
WMS Partners
Maryland
$1.01M -$111K -408 -10%
PRS
1506
Pinkerton Retirement Specialists
Idaho
$1.01M -$936K -3,447 -49%
SFPM
1507
Sensible Financial Planning & Management
Massachusetts
$1.01M -$20.1K -74 -2%
NG
1508
Northstar Group
New York
$1M +$325K +1,195 +51%
JPMIA
1509
J.P. Marvel Investment Advisors
Massachusetts
$1M – – –
PAMG
1510
Patton Albertson Miller Group
Tennessee
$1M – – –
DSA
1511
Droms Strauss Advisors
Missouri
$1M +$32.6K +120 +4%
EP
1512
Edgestream Partners
New Jersey
$1M +$962K +3,541 New
NVCHI
1513
New Vernon Capital Holdings II
New Jersey
$999K -$6.01M -22,135 -86%
LTI
1514
Laffer Tengler Investments
Tennessee
$996K -$54.3K -200 -5%
MSWM
1515
Mader & Shannon Wealth Management
Missouri
$995K -$148K -544 -13%
VCM
1516
Violich Capital Management
California
$995K – – –
EWM
1517
Elite Wealth Management
Washington
$993K -$27.4K -101 -3%
NFG
1518
Next Financial Group
Texas
$989K -$2.05M -7,556 -68%
TWM
1519
Titus Wealth Management
California
$989K +$175K +645 +23%
NFH
1520
NEXT Financial Holdings
Texas
$989K +$949K +3,494 New
AFIA
1521
America First Investment Advisors
Nebraska
$988K +$13.3K +49 +1%
PWP
1522
Private Wealth Partners
California
$986K -$435K -1,602 -31%
ODIJL
1523
One Day In July LLC
Vermont
$972K – – –
RHBC
1524
R.H. Bluestein & Co
Michigan
$972K +$20.9K +77 +2%
AWM
1525
AllSquare Wealth Management
New York
$971K +$26.6K +98 +3%
59 60
61
62 63