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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FFP
1626
Forbes Financial Planning
Rhode Island
$3.2M +$3.1M +6,748 New
GGI
1627
Godsey & Gibb Inc
Virginia
$3.2M +$3.09M +6,730 New
OAM
1628
Occidental Asset Management
California
$3.19M -$1.27M -2,774 -29%
GMA
1629
Goldstein Munger & Associates
California
$3.19M – – –
AW
1630
ACG Wealth
Georgia
$3.19M -$192K -419 -6%
SHFA
1631
SC&H Financial Advisors
Maryland
$3.19M +$3.08M +6,710 New
CL
1632
COWA LLC
Oklahoma
$3.18M -$437K -951 -12%
LFG
1633
Lockerman Financial Group
California
$3.18M +$3.07M +6,691 New
CWP
1634
CFM Wealth Partners
Texas
$3.17M -$141K -308 -4%
WP
1635
WealthPLAN Partners
Nebraska
$3.17M +$304K +663 +10%
RMCM
1636
Reynders McVeigh Capital Management
Massachusetts
$3.16M +$187K +407 +7%
MC
1637
Middleton & Co
Massachusetts
$3.16M -$78.5K -171 -3%
HIG
1638
Heritage Investment Group
Florida
$3.15M +$3.05M +6,638 New
CFC
1639
Coyle Financial Counsel
Illinois
$3.14M +$140K +304 +5%
BO
1640
Bank OZK
Arkansas
$3.13M +$278K +605 +10%
PWM
1641
Paulson Wealth Management
Illinois
$3.12M +$514K +1,119 +21%
IP
1642
Investment Partners
Ohio
$3.11M +$459 +1 +0%
RCA
1643
Ranch Capital Advisors
Florida
$3.11M +$106K +231 +4%
P
1644
Palladiem
Pennsylvania
$3.11M – – –
QCM
1645
Quest Capital Management
Texas
$3.1M +$1.75M +3,802 +140%
FFA
1646
Fragasso Financial Advisors
Pennsylvania
$3.08M -$11.9K -26 -0.4%
FAM
1647
Formidable Asset Management
Ohio
$3.08M -$53.3K -116 -2%
FWM
1648
Frontier Wealth Management
Missouri
$3.08M -$38.1K -83 -1%
SCM
1649
Silvant Capital Management
Georgia
$3.07M – – –
SFWA
1650
Summit Financial Wealth Advisors
Louisiana
$3.07M +$66.6K +145 +2%
64 65
66
67 68