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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1701
Lee Financial
Texas
$335K +$1.3K +5 +0.4%
DP
1702
Denver PWM
Colorado
$335K +$58.5K +225 +22%
SC
1703
Scholtz & Company
Connecticut
$334K +$2.6K +10 +0.8%
HCA
1704
Hillview Capital Advisors
Pennsylvania
$333K +$324K +1,245 New
BO
1705
Bank OZK
Arkansas
$329K +$320K +1,232 New
BA
1706
Baugh & Associates
Georgia
$328K +$320K +1,230 New
HCM
1707
Hall Capital Management
Rhode Island
$322K – – –
BCM
1708
Becker Capital Management
Oregon
$322K +$54.6K +210 +21%
RVPG
1709
Relative Value Partners Group
$322K +$314K +1,206 New
WWMSC
1710
Wagner Wealth Management (South Carolina)
South Carolina
$321K +$302K +1,163 New
AIP
1711
Ahrens Investment Partners
Louisiana
$320K -$28.6K -110 -8%
FIAS
1712
FinTrust Investment Advisory Services
South Carolina
$320K – – –
WC
1713
Woodstock Corp
Massachusetts
$318K – – –
T
1714
Thomaspartners
Massachusetts
$318K +$7.02K +27 +2%
IAMOG
1715
Investors Asset Management of Georgia
Georgia
$316K – – –
CPA
1716
Court Place Advisors
Maryland
$315K +$520 +2 +0.2%
RAM
1717
Riggs Asset Management
Pennsylvania
$315K +$35.1K +135 +13%
BFIC
1718
Bedell Frazier Investment Counselling
California
$314K -$130K -498 -30%
GA
1719
Greytown Advisors
Florida
$314K – – –
QPWM
1720
Quadrant Private Wealth Management
Pennsylvania
$314K +$306K +1,176 New
CAC
1721
Certified Advisory Corp
Florida
$310K +$302K +1,163 New
OCM
1722
Orleans Capital Management
Louisiana
$309K – – –
HCM
1723
Hengehold Capital Management
Ohio
$309K +$33.5K +129 +13%
GBBWRPM
1724
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$307K -$15.6K -60 -5%
SAM
1725
Sawgrass Asset Management
Florida
$303K – – –
67 68
69
70 71