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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1551
Cutler Group
California
$542K +$540K +2,001 New
AIM
1552
Arcadia Investment Management
Michigan
$540K +$76.7K +284 +17%
TSS
1553
Thomas Story & Son
Indiana
$537K – – –
DWM
1554
Dorchester Wealth Management
Quebec, Canada
$536K – – –
LYV
1555
Live Your Vision
Pennsylvania
$534K – – –
FCFS
1556
First Command Financial Services
Texas
$534K +$15.7K +58 +3%
FCB
1557
First Command Bank
Texas
$534K +$37K +137 +7%
WCM
1558
Whitener Capital Management
North Carolina
$531K -$64.8K -240 -11%
FCIM
1559
Fairview Capital Investment Management
California
$530K +$40.2K +149 +8%
OBWP
1560
O'Brien Wealth Partners
Massachusetts
$527K +$2.16K +8 +0.4%
VCP
1561
Vista Capital Partners
Oregon
$523K -$5.94K -22 -1%
MFT
1562
Moisand Fitzgerald Tamayo
Florida
$518K – – –
BO
1563
Bank OZK
Arkansas
$517K -$5.67K -21 -1%
SFG
1564
StrategIQ Financial Group
Indiana
$517K – – –
OA
1565
Opes Advisors
California
$516K -$219K -811 -30%
PA
1566
Parkside Advisors
California
$515K +$181K +669 +55%
LTI
1567
Laffer Tengler Investments
Tennessee
$514K +$15.1K +56 +3%
IAS
1568
IMA Advisory Services
Colorado
$514K – – –
SHCM
1569
Stokes & Hubbell Capital Management
Louisiana
$512K +$1.35K +5 +0.3%
ACM
1570
Arosa Capital Management
Florida
$509K +$506K +1,875 New
SAM
1571
Strategy Asset Managers
California
$509K +$507K +1,877 New
ARMC
1572
American Research & Management Company
Massachusetts
$506K – – –
MFW
1573
Mosaic Family Wealth
Missouri
$503K -$84.8K -314 -14%
SIA
1574
Starfire Investment Advisers
Michigan
$503K – – –
LIA
1575
LBMC Investment Advisors
Tennessee
$499K +$197K +728 +66%
61 62
63
64 65