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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1601
Wunderlich Capital Managemnt
Tennessee
$2.32M -$54.7K -124 -2%
MWA
1602
Martel Wealth Advisors
Washington
$2.31M -$58.7K -133 -2%
W
1603
Wealthquest
Ohio
$2.31M +$78.1K +177 +3%
BWA
1604
Beam Wealth Advisors
Louisiana
$2.3M +$303K +686 +15%
CJA
1605
C-J Advisory
California
$2.3M -$79K -179 -3%
MC
1606
Mathes Company
New York
$2.29M -$22.1K -50 -0.9%
BA
1607
Ballast Advisors
Minnesota
$2.29M -$84.7K -192 -3%
AMG
1608
Asset Management Group
Connecticut
$2.29M -$154K -348 -6%
VDI
1609
Vaughan David Investments
Illinois
$2.26M -$828K -1,876 -26%
IWA
1610
Inspirion Wealth Advisors
Illinois
$2.25M -$4.85K -11 -0.2%
HC
1611
HNP Capital
New York
$2.24M -$211K -478 -8%
VRM
1612
Vectors Research Management
New York
$2.24M -$211K -478 -8%
HKAM
1613
Horizon Kinetics Asset Management
New York
$2.24M -$42.3K -96 -2%
PFWA
1614
Paces Ferry Wealth Advisors
Georgia
$2.24M -$11.9K -27 -0.5%
FFS
1615
Founders Financial Securities
Maryland
$2.24M +$415K +941 +22%
WAS
1616
WESPAC Advisors SoCal
California
$2.23M +$116K +263 +5%
RWP
1617
Ridgecrest Wealth Partners
California
$2.23M +$448K +1,015 +24%
GC
1618
Gilbert & Cook
Iowa
$2.21M -$10.1K -23 -0.4%
SWAG
1619
Spectrum Wealth Advisory Group
California
$2.21M +$215K +487 +10%
GP
1620
Geneva Partners
Wisconsin
$2.21M -$66.2K -150 -3%
BC
1621
Burney Company
Virginia
$2.21M -$95.7K -217 -4%
TW
1622
Towerpoint Wealth
California
$2.2M – – –
GIA
1623
Granite Investment Advisors
New Hampshire
$2.2M +$132K +299 +6%
IA
1624
Insight Advisors
Pennsylvania
$2.2M +$7.94K +18 +0.4%
MS
1625
Marshall & Sullivan
Washington
$2.19M +$93.1K +211 +4%
63 64
65
66 67