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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWAG
1701
Spectrum Wealth Advisory Group
California
$2.85M +$388K +846 +16%
FANJ
1702
Financial Architects (New Jersey)
New Jersey
$2.85M -$13.8K -30 -0.5%
RMAM
1703
Raab & Moskowitz Asset Management
New Jersey
$2.85M – – –
BF
1704
Blankinship & Foster
California
$2.84M -$21.1K -46 -0.8%
LDFR
1705
Lehman & Derafelo Financial Resources
Pennsylvania
$2.84M -$40.4K -88 -1%
FSWA
1706
Financial Synergies Wealth Advisors
Texas
$2.84M +$6.89K +15 +0.3%
NCM
1707
Noesis Capital Mangement
Florida
$2.83M +$99.6K +217 +4%
T
1708
TNF
Montana
$2.82M – – –
CFD
1709
Creative Financial Designs
Indiana
$2.81M -$379K -826 -12%
RGF
1710
Retirement Guys Formula
Ohio
$2.8M +$2.7M +5,886 New
FP
1711
Financial Perspectives
Minnesota
$2.79M – – –
IC
1712
Inverness Counsel
New York
$2.79M – – –
CC
1713
Chicago Capital
Illinois
$2.79M +$454K +989 +20%
TLP
1714
Trinity Legacy Partners
Texas
$2.79M +$2.02M +4,405 +302%
BOPW
1715
Brandywine Oak Private Wealth
Pennsylvania
$2.78M +$10.6K +23 +0.4%
CHC
1716
City Holding Co
West Virginia
$2.78M -$170K -371 -6%
AC
1717
AlphaCore Capital
California
$2.78M +$25.7K +56 +1%
FFS
1718
Founders Financial Securities
Maryland
$2.77M +$285K +620 +12%
SAM
1719
Sequent Asset Management
Texas
$2.77M -$11.5K -25 -0.4%
MWPCG
1720
Measured Wealth Private Client Group
New Hampshire
$2.76M -$11.9K -26 -0.4%
SFS
1721
Security Financial Services
Indiana
$2.75M +$2.66M +5,793 New
HCMT
1722
Highland Capital Management (Tennessee)
Tennessee
$2.75M -$172K -375 -6%
AWP
1723
Abacus Wealth Partners
California
$2.75M -$4.16M -9,056 -61%
LW
1724
Libra Wealth
California
$2.74M +$2.65M +5,777 New
SF
1725
Symphony Financial
Texas
$2.73M -$50.5K -110 -2%
67 68
69
70 71