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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1551
RFG Advisory
Alabama
$1.63M +$254K +825 +19%
WLIM
1552
White Lighthouse Investment Management
Massachusetts
$1.62M +$4.93K +16 +0.3%
APG
1553
Abacus Planning Group
South Carolina
$1.62M -$53.9K -175 -3%
SGCA
1554
Steel Grove Capital Advisors
Tennessee
$1.62M -$45.9K -149 -3%
SIA
1555
Strategic Investment Advisors
Michigan
$1.62M +$312K +1,014 +25%
FWM
1556
Frontier Wealth Management
Missouri
$1.61M -$170K -553 -10%
AAMA
1557
Advanced Asset Management Advisors
Ohio
$1.61M +$2.46K +8 +0.2%
GP
1558
Girard Partners
Pennsylvania
$1.61M +$91.1K +296 +6%
HFBOT
1559
Home Federal Bank of Tennessee
Tennessee
$1.61M – – –
TCM
1560
Tufton Capital Management
Maryland
$1.59M – – –
EWM
1561
Executive Wealth Management
Michigan
$1.59M -$11.2M -36,503 -88%
SFS
1562
Summit Financial Strategies
Ohio
$1.58M – – –
TI
1563
tru Independence
Oregon
$1.58M +$1.89M +6,138 New
NRI
1564
NFP Retirement Inc
California
$1.57M +$1.51M +4,900 New
ACP
1565
Aviance Capital Partners
Florida
$1.57M +$46.8K +152 +3%
MWM
1566
Madison Wealth Management
Ohio
$1.56M +$1.5M +4,862 New
LWS
1567
Lucia Wealth Services
California
$1.56M +$89.6K +291 +6%
EAMA
1568
EFG Asset Management (Americas)
Florida
$1.56M – – –
MCM
1569
Mengis Capital Management
Oregon
$1.56M -$92.4K -300 -6%
WC
1570
Wexford Capital
Florida
$1.56M +$584K +1,897 +64%
ERIM
1571
Eagle Ridge Investment Management
Connecticut
$1.55M – – –
MS
1572
Marshall & Sullivan
Washington
$1.55M -$16K -52 -1%
BWM
1573
Brickley Wealth Management
California
$1.55M +$36.3K +118 +3%
NIM
1574
Northeast Investment Management
Massachusetts
$1.54M +$61.6K +200 +4%
HC
1575
Hamilton Capital
Ohio
$1.54M +$162K +525 +12%
61 62
63
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