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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
1501
Leverty Financial Group
Wisconsin
$6.28M +$1.17M +2,110 +24%
RC
1502
Roundview Capital
New Jersey
$6.28M +$505K +914 +9%
ST
1503
Sabal Trust
Florida
$6.26M – – –
OIM
1504
Oder Investment Management
California
$6.26M -$147K -265 -2%
PCM
1505
Penserra Capital Management
California
$6.26M -$21.3M -38,509 -78%
SW
1506
Signify Wealth
Missouri
$6.25M +$607K +1,097 +11%
CAM
1507
Covenant Asset Management
New Jersey
$6.24M +$180K +326 +3%
MWA
1508
Merkkuri Wealth Advisors
New York
$6.22M -$79.6K -144 -1%
CFP
1509
Cypress Financial Planning
New Jersey
$6.22M -$195K -353 -3%
CCWM
1510
Cassaday & Co Wealth Management
Virginia
$6.2M +$441K +798 +8%
HNWAG
1511
High Net Worth Advisory Group
Florida
$6.19M -$8.4M -15,199 -58%
EI
1512
Ellevest Inc
New York
$6.16M -$276K -499 -4%
TPW
1513
TL Private Wealth
Texas
$6.16M -$16.6K -30 -0.3%
CFIA
1514
Cantor Fitzgerald Investment Advisors
New York
$6.14M +$237K +429 +4%
AIFAIM
1515
American Institute for Advanced Investment Management
Arizona
$6.13M -$2.77K -5 -0%
SAG
1516
SageView Advisory Group
California
$6.12M -$514K -930 -8%
BW
1517
Bison Wealth
Georgia
$6.1M +$555K +1,003 +10%
BCB
1518
Brian C. Broderick
$6.08M – – –
CAL
1519
Capital Analysts LLC
Pennsylvania
$6.08M +$193K +349 +3%
SIC
1520
Shoker Investment Counsel
Ohio
$6.06M -$59.2K -107 -1%
LI
1521
LRI Investments
Florida
$6.05M +$474K +857 +9%
SF
1522
Symphony Financial
Texas
$6.05M -$37.6K -68 -0.6%
HIS
1523
Harvest Investment Services
Illinois
$6.04M +$688K +1,245 +13%
FCMT
1524
Founders Capital Management (Texas)
Texas
$6.04M +$190K +344 +3%
PFT
1525
Providence First Trust
Arizona
$6.03M +$298K +539 +5%
59 60
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